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

October 7 — November 25, 2017
Crowne Plaza Galleria,
Ortigas Center, Pasig City

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RFP® Speaks

The Key to Diversification

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I put money in a mutual fund a year ago. It was my very first investment. Now I’m looking to diversify my portfolio. What instrument would you recommend I tap next? And how do I make sure I diversify enough? [JJT]: First off, you have to understand that the reason we diversify is that we want to lower our risk. Diversifying... Read more »
The Many Ways to Save Money

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Financial experts say one needs discipline to save money. However, it is very clear this is hardly ever practiced. It is, indeed, challenging to save if your mind is not appropriately conditioned. Therefore, the primary thing one needs to do is to set one’s mind that “There is a need to save!” After that, one is now ready to save... Read more »
Stop Running the Rat Race and Start Living Life

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Many people are losing jobs every day for reasons beyond their control. Even if you have a great position right now, it might not be there in six months. Like the Philippine weather that could change anytime and become increasingly difficult to predict, the concept of job security is becoming obsolete. I had been a seafarer for 17 years, until one... 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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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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