RFP Institute may impose three types of public disciplinary actions: a public Letter of Admonition, temporary suspension of an individual's RFP certification, or permanent revocation of an individual's RFP certification. Such determinations are based on the severity of the violation, any mitigating or aggravating circumstances, and the individual's level of cooperation with the Institute's investigative proceedings.
The list below is a historical record of individuals publicly disciplined by the RFP Institute and does not indicate that any listed disciplinary action remains in effect. To verify an individual's current certification status, enter their name and RFPI ID in the website's
Member Search page.
REGISTERED FINANCIAL