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 17 — December 8, 2018
Crowne Plaza Galleria,
Ortigas Center, Pasig City

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RFP® Speaks

A Primer On Mutual Funds

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Hi Sir Jesi! My name is Sarah and I’m one of the attendees in your financial talk in Antipolo. You mentioned about investing in mutual funds and I am interested to start investing. Can you please enlighten me on what is a mutual fund investment? Thank you and God bless. — Sarah * * * Hi Sarah. I’m assuming that you are one of... Read more »
Do Not Rob Yourself Of Future Income

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How would you take the thought that you are stealing money from your future income? That is what bad debt will do to you if you’re not careful with how you spend. I will classify bad debt as money borrowed for debts that were spent on non-emergency situations. A funny definition of a bad debt is “using money you don’t have,... Read more »
Three Kittens: A Business Fable

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IN a pet orphanage, three kitten friends are talking to each other. “I heard there’s someone coming over today who’s interested in adopting one of us,” Cathy said. “Really? Now that’s exciting,” Catlin replied. “I can’t wait to get out of here and finally have a home.” “Me too,” Catrina answered. “So I guess we better prepare. I’ll practice my dance moves now... Read more »

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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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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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