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

Is My House an Investment?

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Question: It’s a known fact that the assessed values for properties in Quezon City were adjusted upwards af- ter many years of being stuck at low levels. A quick look at my tax declaration shows that the market value of the lot on which my house is built jumped by almost 7 times? Can I consider that increase in market value... Read more »
New Year’s Resolution – Part 2

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The first part of the article last week gave five simple new year’s resolutions that will decisively change one’s financial life. On this second and last part, the remaining five are given: Things to stop doing in 2019: Stop Irresponsible Purchases – This includes buying on impulse, buying out of budget or worse, buying without a need. Responsible purchases, on the other... Read more »
New Year’s Resolution

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It is New Year once again. One year has passed, and another comes in. New Years always present us the time to go back to the lessons learned and try to look forward to redesign our lives. Thus, New Years are popular for resolutions—a list of things that one hopes to change for the coming year, with the objective of becoming... 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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