Registered Financial Planner Philippines

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Registered Financial Planners Philippines is the premiere professional body of financial planners in the Philippines. RFP Philippines promotes the value of financial planning and advances the financial planning profession.

The financial planning profession exists to help people reach their financial goals and dreams. At RFP Philippines, financial planners demonstrate and support professional commitment to education, high ethical practice standards and client-centered financial planning process.

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Why Join the RFP® Program

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Developed to address the changing needs of today’s consumers, the RFP® program will provide you with a vital grounding across a broad spectrum of personal financial planning. From financial management...

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Why Become an RFP®

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Registered Financial Planners combine people skills and technical skills. They are trained, competent, and experienced in financial planning, investment planning, insurance planning and tax planning. They do care about their clients' financial goals.

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Upcoming Events

November 5 - December 10, 2016
Crowne Plaza Galleria,
Ortigas Center, Pasig City
January 28 - March 18, 2017
Crowne Plaza Galleria,
Ortigas Center, Pasig City

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RFP® Speaks

Are you gambling with stocks?

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Question: People say that when you invest in the stock market, you should be putting in money that you are willing to lose. Does this mean that stock market investing is equivalent to gambling? – asked at “Ask a friend, ask Efren” free service available at www.personalfinance.ph and Facebook. Answer: Investing in the stock market is not gambling. However, if you... Read more »
Financial Costs of Dying

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Have you ever thought of the financial burden you leave behind your loved ones at the time of your demise?  Would you like to make your crossing over as peaceful as possible? Here are two parts of the equation everyone needs to consider and how to make adequate preparation to leave a lasting legacy to your loved ones: Funding at need  When... Read more »
On Life Goals and Financial Priorities

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When you were a kid, I’m sure a lot of people asked you what you wanted to be when you grow up. As you entered school, the question changed to what career you wanted to pursue. It was exciting to answer these questions, primarily because we had the freedom to choose among many possibilities, to decide which direction we wanted... Read more »

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RFP® Social Hub

Testimonials

"The program is very comprehensive. I learned a lot regarding personal finance. Speakers are one of the best in financial services industry. Highly recommended to any professional who wants to improve financially"

testi-bendanaMarlon “Brent” Bendaña
Financial Advisor
Sun Life Financial

"After attending RFP, I am now confident to talk to my clients and offer a holistic approach w/ regard to financial mgmt. Speakers are so brilliant!"

testi-pabianiaGina I. Pabiania
Associate Agency Manager
PhilamLife

"The RFP Program provided a comprehensive foundation to build knowledge on diverse financial topics. The range of specialist was very helpful and speakers were not only knowledgeable, but engaging. RFP Program is highly recommended. "

testi-jose-edJose Eduardo P. Sto. Domingo
Executive Assistant
Bangko Sentral ng Pilipinas

"A great knowledge investment. It covers all the topics that needs in a life cycle. All the speakers are expert and has a good humor. Will surely recommend RFP program to my friends."

testi-rizaRiza Jane S. Manlosa
Riza Manlusa
Bank of the Philippine Islands

 

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