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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

August 3 — September 21, 2019
Crowne Plaza Galleria,
Ortigas Center, Pasig City
September 4, 2019
PSE Center, East Tower,
Tektite Ortigas, 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

Financial Rules of Thumb

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Financial goals: while rules of thumb may say set aside 20 percent, this may not hold true. Income minus savings equals expense. That is the dictum that we always read and hear on personal finance. Some would even recommend setting aside a certain percentage for different purposes: 20 percent on savings, 10 percent for tithing, 10 percent on self-development, etc. While these... Read more »
Owner Earnings

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The household would need to just work a little harder because of the party pooper called inflation. Question: What is a good financial indicator to look at when investing in the stock of a company? Asked at “Ask a Friend, Ask Efrenâ€� Answer: According to Warren Buffett, an investor should be looking at owner earnings. But to better understand the financial indicator, let’s... Read more »
3 More Reasons Why You Should Get Life Insurance

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You don’t buy Life Insurance because you are going to die, but because those you love are going to live. “You don’t buy Life Insurance because you are going to die, but because those you love are going to live.â€� There are a lot of reasons why people get life insurance. Some decided to get life insurance because they knew its importance.... 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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