Registered Financial Planner Philippines


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


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®


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

April 22, 2017
Ortigas Foundation Library,
Ortigas, Pasig City
April 20 & 21 & April 27 & 28, 2017
St. Mark's Hotel, Cebu City
April 29 - June 17, 2017
Crowne Plaza Galleria,
Ortigas Center, Pasig City

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RFP® Speaks

Superheroes Wanted

Question: I sell financial products and services. Lately, I had been exposed to the business of providing objective financial planning advice.  Is there money to be made in financial planning consultancies? —asked at “Ask a friend, ask Efren” free service available at and Facebook. Answer:  I cannot speak for other consultancy arrangements. But when it comes to a financial planning... Read more »
Organizing and Keeping Financial Records and Personal Documents

If you want to take control of your financial life, then you need to learn how to properly organize and keep your financial records and personal documents. I know some people who actually don’t like filing such papers but I believe it’s a necessary task if one were to move ahead financially. Putting your personal and financial files in order is... Read more »
Should I Retire Early?

Question: My goal in life is to earn as much as I can while I am still young.  And by the time I reach mid-life, I want to retire and live on the interest on my money.  I want to focus more on my family, travel, do charity work and serve at my church. Is this goal realistic?—asked at “Ask... Read more »


RFP® Social Hub


"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

"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