RFP Cebu

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PROGRAM DETAILS

Date: June 22 & 23; 29 & 30, 2012
Time: 8:30 am to 12:30 pm
Venue: Diamond Suite & Residences, Cebu.

REGISTRATION

Registration is processed on a first-come, first-served basis. The minimum number of attendees for the program is 20 pax; thus RFP® Philippines reserves the right to reschedule the program if and when minimum number is satisfied.

For inquiries, contact:
E: info@rfp.ph
T: (+632) 4941322
W: www.rfp.ph


 
REGISTERED FINANCIAL PLANNER® PROGRAM CEBU

Dealing with cash flows, budgeting, managing one’s finances, and adapting to the ever-increasing cost of living are just some of the issues that today’s society is facing. That’s why one must carefully plan on how to go about these issues. It involves personal financial planning, estate planning, household planning, tax planning, and making the right investments. But why worry much about these things when you can actually attend a program that can help you make the right decisions to lessen risks and minimize costs?

The Registered Financial Planner (RFP®) program will provide you with a vital grounding across a broad spectrum of personal financial planning topics, from risk management to investment planning to tax planning to estate planning and many more.It is uniquely designed to provide you with a transformative learning experience.

Start making meaningful decisions now, to be able to adapt more easily to life changes. Minimize your costs and risks to feel more secure. Achieve life goals by making the right investments.

WHO CAN BECOME AN RFP®?

-Insurance Agents;
-Lawyers;
-Loan Officers;
-Real Estate Agents;
-CPAs;
-Bankers;
-Securities Officers;
-Stock Brokers; and
-Professionals licensed in similar fields that have the ability to guide individuals and businesses in financial planning.

PROGRAM SYLLABUS

The RFP® program runs for eight (8) consecutive Saturdays that tackles intensive modules:

Module 1 – Behavioral Financial Planning
Module 2 - Financial Planning Process
Module 3 - Time Value of Money
Module 4 - Investment Planning
Module 5 - Tax Planning
Module 6 - Estate Tax Planning
Module 7 - Insurance Planning
Module 8 - Financial Planning Practice