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

How do I get out of debt?

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Question: My finances are a mess. I have a debt right now of almost P350,000. I can’t pay for it all at once because my salary is just a little above the minimum wage. Every time I pay my monthly charges, it’s like nothing happens to the principal. I can pay only the minimum due because if I pay more,... Read more »
5 times you won’t need a life insurance

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  Question: I will go straight to the point. Why do I need to buy life insurance? I do not see the value in it. –via “Ask a friend, ask Efren,” a free service available at www.personalfinance.ph and Facebook. Answer: Actually, there are five times you will not need life insurance. They are as follows: 1. If you are immortal. One of the... Read more »
Picking the right pooled funds in the market

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Question: I have been hearing a lot lately about investments. I am a typical employee who works 8 a.m. to 5 p.m., Monday to Saturday, which means I can’t really monitor my portfolio’s performance during trading hours. Right now I am on the verge of catching up with time to save for my retirement because I am now in my... 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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