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

January 26 — March 16, 2019
Crowne Plaza Galleria,
Ortigas Center, Pasig City
March 30, 2019
JY Campos Hall, Bayanihan Center
Unilab, Pasig City

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RFP® Speaks

Tips in Choosing the Right Financial Planner

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Do you need a financial planner? Chances are, you do. You need a financial planner because you need the expertise and professional perspective of somebody who has the knowledge and experience in accessing the entire facets of developing and monitoring your financial plan. You need a planner because of your need to understand the financial impact of having an unexpected life... Read more »
Deciphering the DuPont Identity

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Did it ever cross your mind if there was a way to measure if the value of your stock investments is giving you sufficient returns? Or a way to assess a company’s ability to generate a profit to help you gain the upper hand to make informed choices? Two of the most important matters an investor looks into is a good... Read more »
My Financial Story

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In personal finance, we always talk about a person’s financial statements: one’s assets, liabilities, income and expenses. But what has been missing most of the time are personal financial stories. The financial statement is the outcome, but the stories are the processes and the lessons where we can learn. Everybody has his own story to tell. Everyone has his or her... 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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