REGISTERED FINANCIAL PLANNING FOUNDATION

            The purpose of the foundation is to promote professionalism and improve the quality of the Financial Community.

  As a member of the Financial community, you are cordially invited to join the “Registered Financial Planning Foundation”.    In fact you are being given 1 year free membership as an inducement to become familiar with what we are trying to accomplish.

Membership avails you of all the services of the association plus membership certificate suitable for framing [if certificate is desired there is a $10.00 fee].  Further, your counsel, in the development of the above mentioned services, will be solicited.

What We Do



1. Build prestige.
2. Build knowledge of the total Financial Planning Field.
3. Sponsor research into Financial concepts.
4. Sponsor education for RFP certification in various areas of Finance & assist members with completion of C.E. credit.
5. Promote new ideas in Financial planning.
6. Develop “Target Forecasting” for the business community.
7. Take public position on economic issues affecting Financial Planning.
8. Develop simplified investment analyses systems [“Winpact”]
9. Promote capsulized education systems for busy executives.
10. Offer awards for new ideas in Financial Planning to promote research and original thinking.
11. Offer computer programs to assist in Financial Planning [“FAS” & “RAS”]
12. Develop special services only available to groups.
13. Promote National Registration with the “Registered Financial Planning Institute“.
14. Fight the inefficiencies created in our fields of endeavor by excessive government regulation & red tape.
15. Create meaning to term “Financial Planner” by specificly distinguishing between “Leagal”, “Professional”, & “Licencing Authority”.

Call Us Today!

--203-385-0852