IACPT

Recorded Financial Specialist (RFS)

The RFS, Recorded Financial Specialist is a designation and honor for those who meet one of these requirements:

Eligible candidates must successfully complete at least one of the following: Approved degree (graduate or undergraduate) in finance, tax, accounting, financial services, law or a CPA, MBA, MS, PhD, or JD from an accredited school or organization. Candidate has 3 years of financial planning experience in asset management and financial planning

Approved and related courses from IAAFM Certification Course

To email INFOIACPT@IACPT.ORG a detail of your credentials, degrees, experience or qualifications: so that we can make a review and determination.