RFP协会会长致辞

Celia Kapsomera

President

Registered Financial Planners Institute

• Welcome to the Registered Financial Planners Institute (RFPI), where probity, professionalism, and passion are the foundation of everything we do. For decades, these values have guided our leadership in shaping the future of the financial planning profession—both for practitioners and the public they serve.

  At RFPI, we believe in the power of ethical financial planning to transform lives. Our certifications, continuing education programs, and global professional network equip financial planners with the tools to grow their expertise, elevate their careers, and turn passion into trusted practice.

  But our impact reaches far beyond the individual. By setting rigorous ethical standards and promoting best practices, we help raise the bar for professionalism across the industry—strengthening trust between planners and their clients.

  And ultimately, our work serves a broader purpose: empowering people everywhere with the financial literacy and guidance they need to make wise, informed decisions. In doing so, we help build stronger personal futures and more resilient communities.

  Thank you for visiting. I invite you to join us as we continue advancing ethical, impactful financial planning—and shaping a more trustworthy, prosperous financial world for all.

  Warm regards.

  Celia Kapsomera President, RFPI

• 欢迎来到注册财务策划师协会（RFP协会）！多年来，RFP协会以诚信、专业与热爱为立业基石，深耕理财规划领域，持续发挥行业引领作用。我们不但致力于为广大理财规划从业者赋能，更为他们所服务的公众筑牢权益保障，共同塑造行业规范与可持续发展的未来。

  RFP协会始终坚信，恪守职业道德的理财规划蕴藏着改变个人与家庭的深远力量。为此，我们持续推动专业认证资质、继续教育与全球化专业人脉网络，为理财规划从业人员精准配备执业所需的全维度工具；这不仅助力他们持续精进专业能力、拓宽职业发展边界，更有助于推动理财师将对行业的热忱，切实转化为守护客户信任、践行专业责任的执业实践。

  当然，RFP协会的影响力远不止于服务个人从业者。我们通过 “制定严苛的行业道德准则” 与“推广经验证的行业最佳实践” ，系统性推动理财规划行业专业化水平的提升，持续加固理财师与客户之间的信任纽带。

  RFP协会的工作始终承载着一份更宏大的使命：让世界各地的人们都能掌握必备的理财知识、获取所需的专业指导，进而做出明智且理性的理财规划决策。相信通过我们不断的努力，不仅能筑牢个人未来的稳固根基，更将在点滴积累中推动构建更具韧性的行业生态。

  再次感谢您对 RFP 协会的关注与支持。我诚挚邀请您加入我们的行列，与全球同仁共同推动恪守道德准则、切实有效的理财规划事业；共同携手为所有人，打造一个值得信赖、繁荣活力的理财规划世界。

  西莉亚·卡普索梅拉
  注册财务策划师协会（RFPI）会长