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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

A Diagnostic Approach to Financial Planning and Introducing Traditional Insurance
2026-07-31 -

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July 31, 2026 / 2:00 PM
Live Webinar

117th Registered Financial Planner (RFP®) Program
2026-08-08 -

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August 8 – September 26, 2026
Live Online Training

Financial Advisors Congress 2026
2026-11-21 -

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November 21, 2026
9:00am – 5:00pm
Live via Zoom

Financial Fitness Forum 2027
2027-03-13 -
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March 13, 2027
8:00am – 5:00pm
Live Via Zoom

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Real Finance People Podcast

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RFP® Speaks

"The RFP program gave me a deeper appreciation of understanding each client’s unique financial needs, priorities, and long-term goals. It reinforced that providing financial service goes beyond offering products, it's about listening, assessing their situation, and helping them navigate the right financial solutions to achieve greater security and peace of mind."

Ian Raymond E. Payot
Deputy Head, NCRSSC
The Armed Forces & Police Mutual Benefit Association, Inc

"I am grateful for this opportunity and highly recommend the RFP program to anyone who wants to deepen their financial knowledge, grow professionally, and make a positive difference in the lives of others through responsible financial planning."

Kristine Marie M. Zapanta
President
Overseas Filipinos Investors and Entrepreneurs Movement (OFIE-M), Qatar

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RFP® Social Hub

Real Finance People Stories

John Roger Y. Gan, RFP®

Real Finance People – John Roger Y. Gan, RFP®

John Roger Y. Gan, RFP®, is a finance and investment professional whose ...
Jesse James Cooley V. Llamado, RFP®

Real Finance People – Jesse James Cooley V. Llamado, RFP®

Jesse James Cooley V. Llamado, RFP®, is a dynamic business leader and ...

Real Finance People – Chaitanya Alexandra Rae A Martin, RFP®

Chaitanya Alexandra Rae A. Martin, RFP® is a financial services leader whose ...

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