The "7" professional certification programs established by RFPI precisely address the core needs of high-net-worth clients, forming a closed loop of "Needs-Tools-Implementation".

They consist of seven professional certifications in the domains of family office services, legal quotient, insurance trust, estate planning, taxation planning, personal health management, and education planning.

RFPI Meeting

Professional Certifications

  • RFP Certified Family Office Architect – Family Wealth Succession Planner
  • RFP Certified Family Office Architect - Chief Family Trust Architect
  • RFP Certified Family Office Architect – Global Family Office Architect
  • RFP Certified Insurance Trust Professional
  • RFP Qualified Tax Advisor
  • RFP Certified Legal Quotient Consultant
  • RFP Certified Personal Health Consultant
  • RFP Certified Estate Planner
  • RFP Certified Family Education Planner