RFPH™

RFPH™ Registered Financial Planner (of Hungary)

 

Changes in the financial services industry call for a new profession consisting of professionals with high level of knowledge, commitment to ethics and exceptional skills. In Hungary, the first step for creating this profession is the RFPH™ Registered Financial Planner (of Hungary)™ course.

According to international experience, qualified professionals earn significantly more, and they are able to establish a long-term, stabil customer base. With this qualification, financial professionals can increase their value on the labor market.

You can take part in a RFPH™ course, if you fulfill the following criteria:

1. Degree in business/economics or a non industry specific degree/high school diploma + „Financial services” module of the Hungarian national insurance licensing (OKJ) state exam or an equivalent exam

2. One year proper and proven/documented full-time experience in financial advising

The RFPH™ course is equal to (same as) the first module of the QFPH™ Qualified Financial Planner (of Hungary)™ training.

Topic list:

  1. International standard of Financial Planning
  2. Planning technique
    1. Budgeting
    2. Cash-flow planning
    3. Net assets
    4. Financial calculator
  3. Life planning basics
    1. Life stages
    2. Life events
  4. Needs analysis, basic solutions and tools and techniques of planning fields
    1. Investment planning
    2. Insurance planning and risk management
    3. Retirement planning
    4. Tax planning
    5. Estate planning
    6. Employee benefit planning
    7. Education planning

Training time: 4 classroom training days + exam preparation + distance learning + final exam.

The competency-based training and examination conforms to the job profile of financial planners.

There is a final exam closing the module. After passing the final exam, students can apply for HAQFP certification exam. The last certification exam test can be viewed here.

The professional and educational quality of the training is guaranteed by the best practicing professionals of the financial industry.

For further information about starting date of the courses please see: 

The tuition fee of 264 000 HUF + 25% VAT is to be paid in two installments.

Final exam fee is included, but HAQFP certification exam and the certification fee is not.

We may offer special discounts to corporate academies or groups.

More information about financial planning and available qualifications: http://www.haqfp.org

EMPTK Első Magyar Pénzügyi Tervező Kft.

RFPH™ Registered Financial Planner (of Hungary)

 

Changes in the financial services industry call for a new profession consisting of professionals with high level of knowledge, commitment to ethics and exceptional skills. In Hungary, the first step for creating this profession is the RFPH™ Registered Financial Planner (of Hungary)™ course.

According to international experience, qualified professionals earn significantly more, and they are able to establish a long-term, stabil customer base. With this qualification, financial professionals can increase their value on the labor market.

You can take part in a RFPH™ course, if you fulfill the following criteria:

1. Degree in business/economics or a non industry specific degree/high school diploma + „Financial services” module of the Hungarian national insurance licensing (OKJ) state exam or an equivalent exam

2. One year proper and proven/documented full-time experience in financial advising

The RFPH™ course is equal to (same as) the first module of the QFPH™ Qualified Financial Planner (of Hungary)™ training.

Topic list:

  1. International standard of Financial Planning
  2. Planning technique
    1. Budgeting
    2. Cash-flow planning
    3. Net assets
    4. Financial calculator
  3. Life planning basics
    1. Life stages
    2. Life events
  4. Needs analysis, basic solutions and tools and techniques of planning fields
    1. Investment planning
    2. Insurance planning and risk management
    3. Retirement planning
    4. Tax planning
    5. Estate planning
    6. Employee benefit planning
    7. Education planning

Training time: 4 classroom training days + exam preparation + distance learning + final exam.

The competency-based training and examination conforms to the job profile of financial planners.

There is a final exam closing the module. After passing the final exam, students can apply for HAQFP certification exam. The last certification exam test can be viewed here.

The professional and educational quality of the training is guaranteed by the best practicing professionals of the financial industry.

For further information about starting date of the courses please see: 

The tuition fee of 264 000 HUF + 25% VAT is to be paid in two installments.

Final exam fee is included, but HAQFP certification exam and the certification fee is not.

We may offer special discounts to corporate academies or groups.

More information about financial planning and available qualifications: http://www.haqfp.org