國際註冊財務策劃師公會

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互惠協定

公會還與英國財務會計師公會(IFA,1916)、澳洲國家會計師公會(NIA,1923)、香港特許風險管理師協會CRMA、英國博爾頓大學(Bolton,1896)、中國的對外經濟貿易大學、華南理工大學等達成豁免政策，IRFP會員可以得到更多的學習機會。公會在俄羅斯、加拿大、南非、香港、新加坡及馬來西亞、中國台灣等地區均設有聯絡處，幫助會員聯繫、交流、提供諮詢、以及工作協助。

教學分點

對外經濟貿易大學University of International Business and Economics
華南理工大學SouthChinaUniversityofTechnology
上海交通大學ShanghaiJiaoTongUniversity
浙江大學ZhejiangUniversity
武漢大學WuHanUniversity
湖南大學HunanUniversity
江西財經大學JiangxiUniversityofFinanceandEconomics

公會會籍

財務策劃師（AIRFP）

The Financial Planning Technician has an important role to play, either as support staff to the professional (where they undertake sub professional work in the field of financial management) or by taking the role of private banking in a smaller organisation, where an outsourced professional accountant provides the service of supervision and monitoring. The RFPI offers this technician grade qualification to individuals who, for whatever reason, are unable to continue or do not wish to continue with their studies. A Financial Planning Technician may use the designatory letters ARFP, and the title Incorporated Associate Financial Planner.

註冊財務策劃師（IRFP）

This is the first level of professional membership offered to individuals who have not yet completed the full examination structure but possess the relevant professional work experience. A Full member of RFPI has the level of competency considered necessary to complete the final Financial Planning of a business. They will have the ability to interpret Financial Planning, which will assist in day to day management decisions. A Full Member may use the designatory letters RFP.

高級註冊財務策劃師（FIRFP）

This is the final level of the RFPI qualification and demonstrates competence in all aspects of financial management plus the strategic management skills. Fellows will have completed the full examination structure and have a minimum of three years experience in a senior financial planning capacity. A Fellow Member may use the designatory letters SRFP.