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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

Tips on Life Insurance

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Life insurance helps bring about peace of mind. FINANCIAL freedom can be broken down into three steps. The first step is saving and this step is about building wealth. The second step is insuring and this is about protecting wealth. The third step is investing and this is about growing wealth. Since the future is filled with risk and uncertainty, life insurance can... Read more »
What You Need to Know About REITs

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Investing in REITs will appeal more to people looking for a more stable vehicle for passive income. The Philippines is primed as one of the most promising real estate investment hubs in the world. Thanks to the increasing remittances of our overseas Filipino workers (OFWs) and the sustained infrastructure growth in the country, the real estate sector remains to be a... Read more »
Mental Models and The Stock Market

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The lesser known one is the risk of ruin and the effort it takes to get back to even with a huge loss. A mental model is a way of explaining how something works. It’s a concept, framework, or view that one has in solving problems or looking at the world. Applying mental models to investing was popularized by Charlie Munger.... 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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