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

June 10 - July 29, 2017
Crowne Plaza Galleria,
Ortigas Center, Pasig City

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RFP® Speaks

4 Situations When You Don’t Need Life Insurance

If we are to summarize personal finance, it will all boil down to four stages: cash management, debt management if any, risk management, and lastly, wealth management. The need for insurance falls under risk management. There are three basic personal risks in life that everybody has to deal with at one point or another. I even call them the three income... Read more »
How Do Quarterly Earnings Reports Affect Stock Prices?

It’s earnings season once again and the market has been moving quite volatile lately as investors react to first quarter earnings announcement by listed companies. Quarterly earnings reports are important financial updates that provide a market glimpse on how stocks will likely be valued in the future. Stock prices tend to rise when earnings results exceed market expectations while disappointing earnings... Read more »
Evaluating Your Personal Financial Status: The Cash-Flow Statement

One of the best tools to determine the condition of your personal finances is the cash-flow statement. It lists in detail your sources of income (cash inflow) and how your money are being dispensed with (cash outflow). The difference between cash inflow and cash outflow is called the net cash flow. A positive net cash flow means that cash inflows... 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





See the Registered Financial Planners tackles the different issues about Personal Finance and Financial Freedom.

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Watch Moneytalk on RFP® TV Youtube Channel and learn from the experts about financial planning

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