REGISTERED FINANCIAL PLANNERS INSTITUTE PHILIPPINES

    RFP Graduate Membership Application Form

    PERSONAL DATA

    Mr./Ms./Mrs./Miss/Dr. *

    Surname *

    First Name *

    Middle Name *

    Suffix

    Date of Birth: *for other browsers, use YYYY-MM-DD format

    Are you a student or professional? *

    CONTACT INFORMATION

    HOME MAILING ADDRESS

    Home / Bldg. No., Street, Barangay *

    City *

    Province *

    Postal Code *

    Phone Number

    Mobile Number *

    Personal E-mail Address *

    BUSINESS MAILING ADDRESS

    Position

    Company Name

    Unit/Bldg. No., Street, Barangay

    City

    Province

    Postal Code

    Phone Number

    Fax Number

    E-mail Address

    EDUCATION & PROFESSIONAL INFORMATION

    BACHELOR’S DEGREE

    Course

    University

    Year

    MASTERAL / DOCTORAL

    Course

    University

    Year

    OTHER

    Course

    University

    Year

    License No.

    Year

    RFP Training Provider

    MEMBERSHIP FEE

    RFP Graduate Membership Fee

    Php 2,500

    PROOF OF PAYMENT

    Make sure to upload *Scanned Copy or Screenshot of your VALIDATED Proof of Payment with transaction details such as Date of Transaction, Payment Reference no., Amount Paid, Bank Account no. (should be visible)

    *Upload your file here (File name must be: Surname_FirstName):

    DATA PRIVACY

    Upon signing this form you are agreeing that the personal data obtained from the registration form entered and stored within the Institute’s authorized information and communications system and will only be accessed by the RFP authorized personnel. Furthermore, the information collected and stored in this form shall only be used for the following purposes:

    • Announcements / promotions of events, programs, courses and other activities offered / organized by the Institute and its partners;

    • Activities pertaining to establishing relations with participants/members/alumni;

    • RFP Philippines has the right to share your information to our related affiliate companies, institutions, and or subsidiaries;

    • RFP Philippines shall not disclose the participants/members/alumni personal information without their consent and shall retain this information over a period of ten years for effective implementation, research analytics, and management.

    ACCEPTANCE OF SUBSCRIPTION

    I declare that all of the information contained in this application is true and correct and I agree to provide any supporting documentation requested by the Institute. If accepted, I agree to abide by the Registered Financial Planners Institute Philippines’ Code of Professional Conduct and Continuing Professional Education requirements. I understand that I must renew my subscription annually to enjoy the services provided by the Institute including eligibility privileges and retention of professional designation.

    Digital Signature *

    Date Signed *

    Please double check your PERSONAL EMAIL if entered correctly before submitting the form.
    Confirmation email will be sent there.

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