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

October 26— December 07, 2019
Crowne Plaza Galleria,
Ortigas Center, Pasig City
October 19, 2019
JY Campos Hall
Bayahanihan Center, Pasig City
October 26, 2019
PSE Center, East Tower, Tektite, Ortigas, Pasig City

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RFP® Speaks

On VUL Insurance Products

Your choice of fund also has an effect. Of course, the more conservative you are, the lesser your potential returns are. Over the past weeks, there is a viral post that spread on social media pertaining to a product and a certain insurance company. From there, it appeared the client has been very much frustrated on the returns of his fund,... Read more »
Should You Use ROE to Buy Stocks?

The higher the ROE, the more efficient management is at deploying company’s resources. If there is one metric that investors normally use to evaluate the financial profitability of a company, it is the Return on Equity ratio or ROE. The ROE, which is calculated by simply dividing a company’s net income by its stockholders’ equity, is used to measure how well management... Read more »
Investing Made Easy in 5 Steps

“If you don’t find a way to make money while you sleep, you will work until you die.â€� For many people, investing seems like a daunting task. They get intimidated with the investment jargons they think they should know. There are others who get afraid because of news from family or friends who had bad experiences with investments. Others are just... 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

"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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