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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

July 24, 2019
PSE Center, East Tower,
Tektite Ortigas, Pasig City
August 3 — September 21, 2019
Crowne Plaza Galleria,
Ortigas Center, Pasig City
October 19, 2019
JY Campos Hall
Bayahanihan Center, Pasig City

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RFP® Speaks

Are you Ready to Retire?

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Careful planning about the transition from being a career person to retiree will help you gain an enjoyable retirement. On a monthly basis, I conduct a seminar entitled “Financial Planning for the Fast Changing World” that is based on my book which has the same title. The seminar discusses not only about money but also how to live life to the... Read more »
How to Profit with Market Volatility

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Taking risk can make you lose money but when you take a calculated risk, you can lessen your losses and increase your chances of winning. If you have been investing in the stock market, you will know that it may be risky to put your money into stocks because share prices can be unpredictable. While it is easy to say that the... Read more »
Are You Eligible to Apply for a Business Loan? The Five Cs of Credit Analysis

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When a good opportunity comes, don’t let the lack of money or capital stop you from taking action. Whether you’re planning to start a new business or thinking of expanding your current one, applying for a bank business loan can help you speed things up. Leveraging on credit is one of the best tools for business growth. Simply saving up for that... 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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