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 to risk management to investment planning, the RFP® program is uniquely designed to provide you with a transformative learning experience.

In the RFP® program, you will learn about the different facets of personal financial planning. You will learn how to gather data, appreciate your client’s financial situation and construct personal financial plan to help him achieve his goal.  More importantly, you will be able to help your client achieve their life goals with minimum costs and risks involved. The RFP® certification is your path to achieving professional competence and recognition.


Why get certified?

Who can become RFP®?

Take a look at the RFP Philippines Certification Process

Go to RFP® Program Syllabus