财务策划师

财务策划，代表着国际金融领域最新发展方向的新兴学科，正如其他大多数学科在发展初期一样，许多有着不同背景与眼光的人都被吸引到“财务策划”这个领域。

注册财务策划师资格名衔授予机构是注册财务策划师学会（Registered Financial Planners Institute，英文缩写RFPI），颁发财务策划师（ARFP）、注册财务策划师（RFP）等专业理财资格。

目前，具备国际财务策划专业水准的人才，已被列为国家紧缺人才培训工程，可见该职业是“全球第一黄金职业”。

高级注册财务策划师（SRFP）

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 five years experience in a senior financial planning capacity. A Fellow Member may use the designatory letters SRFP.

财务策划师（ARFP）

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.

注册财务策划师（RFP）

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 the International Association of Registered Financial Planners 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.