RFPN vs. PROpulsion

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RFPN VS. PROpulsion Comparison

At RFPN (RiaFin Planning Network), we pride ourselves on offering a unique and tailored membership experience for financial planners (CFPs and RIAs).

While both RFPN (RiaFin Planning Network) and PROpulsion Community provide valuable resources, each organization has its own strengths and focus areas.

To help you make an informed decision, weโ€™ve provided a detailed comparison of how RFPN stands out in various aspects compared to PROpulsion. This comparison highlights the distinctive advantages of RFPN and how we cater specifically to the needs of our members.

Explore the comparison below to see how RFPNโ€™s exclusive features and services align with your professional goals:


Pricing Comparison

Feature RFPN Membership PROpulsion Membership
Pricing R 3759 per month (Paid Month-to-Month) - includes PROpulsion membership R 350 per month (Monthly) or R 3,750 per year (Annual)
Category Best for Fee-only CFPs and RIAs in South Africa Financial Planning Education
Financial Advisor Portal Listing Included for FREE Not included
Software Solutions Combo Included for FREE - RiaFin CRM, RiaFin Time Tracker, RiaFin 360ยฐ Not included
Leads Generation Package 50% Discount (Optional) - See Package Not included
Community and Networking Connections FREE access to Community Forum, FB Group, Discord, Virtual Events Vibrant community of like-minded professionals
Educational Webinars, Workshops, and CE Courses FREE and member discounts Regular Live Webinars, Long-form Programs (Earn CPD), Best Practice Huddle
Multi-Disciplinary Guidance Package 12 hours/quarter, included for FREE Not included
One-to-One Strategic Consulting Included Not included
Business Risk Management Included Not included
Legal Advice and Contract Reviews Included Not included
Compliance Consulting Available at membership discounted pricing (Complisure) Not included
Client Onboarding and Workflow Automation Available at membership discounted pricing (Opsync) Not included
Process Improvement Consulting Included Not included
Client Retention Program Consulting Included Not included
Cybersecurity Measures Consulting Included Not included
Performance Metrics Tracking and Reporting Guidance Included Not included
Drop-in Office Hours with Experts Discounts available Not included
Dedicated Virtual Support Included for FREE (Admin, Data Entry, Paraplanner) Not included
E&O Insurance Discount Included Not included
Exclusive Discounts Available on Tech, Client Support, Services, Products, Solutions Discounts on ProfileMe, Commspace, Lifedocs, AVirtual, Monty, and more
Special Certifications Not included TAAT Certification, Crypto Education
Remote Hiring and Talent Management Available at membership discounted pricing (Remotix) Not included
Accounting and Bookkeeping Available at membership discounted pricing (Bookwise) Not included
Exclusive Events and Conferences Included for Free Free Tickets to PROpulsion Tech and Summit
International Speaker & Influencer Program Not included Included
Peer Mentorship Included for Free Coming Soon!
Social Media, Video, Marketing & More Available with leads generation package Regular Fun Challenges, Social Media, Video, Marketing

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