Frequently Asked Questions

faqQ: What are educational requirements to become a Registered Financial Planner®?

A: Generally RFP Philippines prefers to see a candidate possess a Bachelor’s or Master’s degree in finance, accounting, economics, or business from a nationally accredited university or college. In some instances, an Associates degree will be considered if coupled with extensive experience in financial planning and/or certifications or licenses.

Q: What if I don’t have a college degree or I have a college degree in something other than finance, accounting, economics, or business?

A:  Some of RFP Philippines’ best members don’t have a college degree or originally obtained a college degree in the pursuit of a career unrelated to financial planning. In general, these members have demonstrated extensive experience in financial planning and have obtained certifications and/or licenses.

Q: I took all of the classes for another professional designation but did not pass the exam? Am I still qualified for the RFP® designation?

A: In many cases, the answer is Yes. The best way to determine this is to submit an application to RFP Philippines being sure to include copies of all materials related to the coursework completed.

Q: I live outside the Philippines. Can I still obtain the RFP® certification?

A: Yes. You can attend certification programs that are approved by RFP Philippines. Contact RFP Philippines and we will help direct you to the right partner.

Q: I still have questions about RFP Philippines. What can I do?

A: Email RFP Philippines at info@rfp.ph and we will do our best to help answer your question.