The RFP Program was a comprehensive and valuable learning experience. Each session was well structured, with knowledgeable speakers who made complex concepts easier to understand through practical examples and real-life applications.
As a financial advisor, I gained valuable insights that I can apply not only in my practice but also in approaching financial planning from a more holistic perspective. Overall, the program provided me with a deeper understanding of the concepts and helped me connect everything in a practical and meaningful way.”
Aldyne Kimberly J. Payuyao
Sun Life PH
Financial Advisor
“Although I am not a financial advisor, the RFP Program inspired me to manage my personal and family finances more thoughtfully. The sessions revealed gaps in my retirement planning and other financial goals, motivating me to deepen my understanding of finance and wealth management, apply what I learned, and share this knowledge with my relatives and friends.”
Maria Eliza L. Ugalino
IJMC
Admin
“The RFP Program was insightful and provided valuable knowledge and perspectives on financial planning.”
Clifford P. Torralba
Court of Tax Appeals
Director
“As a Financial Advisor, I thought I already had a good understanding of financial planning, but the eight-Saturday RFP training gave me a different perspective.
I realized that financial planning is not simply about creating an Excel sheet, performing calculations, or looking at investments. It starts with understanding the family—their goals, time horizons, risk appetite, priorities, and how each goal will actually be funded.
What I appreciate most about the training is that it taught me to look at the bigger picture. A good financial plan should help a family become more mindful of their resources and, more importantly, provide them with a clear and realistic path toward achieving the things that matter most to them.
This experience has definitely changed the way I approach financial planning, and I know I will carry these lessons with me as I continue helping families build a more secure financial future.”
Yoji Tom D. Mancera
Pru Life UK
Financial Advisor
“I joined this program to improve my own financial well-being and to help others who may be facing similar challenges, whether due to unforeseen circumstances or a lack of financial discipline. It reinforced my belief that financial health is achievable for everyone and equipped me with the knowledge to guide others toward making informed financial decisions.”
Rio E. Pascua
Sun Life Global Solutions PH
Financial Specialist
“I’m grateful for the opportunity to join this program. It was a meaningful learning experience, and I gained valuable knowledge and practical insights that I can apply in both my personal and professional life.”
Nadia R. Nolo
Philippine Navy
Accountant lll
“In my legal practice, clients often seek my guidance on estate planning and financial matters. Some are pursuing claims for unpaid debts, while others are dealing with legal challenges arising from financial mismanagement or excessive risk-taking. This program has provided me with more practical knowledge and tools to expand the services I can offer to my clients. My main consideration moving forward is navigating the ethical boundaries of balancing my roles as both a lawyer and a financial planner, ensuring that I maintain professional integrity and provide appropriate guidance. While I’m confident in recommending this course, I think the cost may be a barrier for many of the people I would otherwise refer to. The course also requires a significant time commitment and sustained mental effort, which may make it difficult for some learners to complete.”
Adelaimar C. Arias Jose
Self-employed
Lawyer
“I joined the RFP program to help my company launch a financial literacy initiative, but it gave me far more than I expected. By the time I completed the course, my family and I had become my very first clients. The program provides valuable insights into risk management, taxation, behavioral finance, and the ethical responsibilities of financial professionals. More importantly, it equips participants with practical knowledge and skills to navigate today’s complex financial landscape, make informed decisions, and better protect the people they care about most.”
Rejyl B. Siang
Home Credit Philippines
Chief Compliance Officer
“I am grateful to be part of the RFP Program because it has broadened my understanding of financial planning and strengthened my commitment to serving others with integrity. The program equips Filipinos in the financial sector with practical knowledge and promotes an ethical, holistic approach to helping individuals and families achieve financial well-being.”
Timothy Ernesto D. Tolentino
Bureau of Internal Revenue
Administrative Officer
“I learned a lot of practical insights that I can apply and share with my clients to help them make better-informed decisions.”
Angelica Jimenez
SUNLIFE
FA
“After finishing the 8 sessions , it became clearer how Financial Planning is not as simple as Income and Expense, there’s more to it. This made me realize how important my role is as a Registered Financial Planner in helping create a better life to my clients.”
Motol, lyn andrea H
Prulife UK
Insurance Agent
“This has opened up my eyes not only for Financial Planning for clients but also for my self”
Cutillar, John Paul Gerard, S.
The Insular Life Assurance Co. Ltd.
Financial Advisor
“Good learnings in 8 sessions, can apply to one own’s financial plan”
Medina, Ma. Veronica Paula
Unilab
“It really makes me determined to know the process of proper planning to help myself, loved ones and colleagues to avoid financial struggles. The speakers were all knowledgeable and suggesting practical and adaptable means”
Cruz, Alleny E
PMC
FM
“The program is strong, and I genuinely believe it should be mandatory for Filipinos, as the topics covered are foundational and highly relevant. The instructors are knowledgeable and well-versed in the subjects they handled, which made the discussions engaging and credible. One area for improvement would be the program’s structure—specifically, maintaining a clearer flow or sequence of topics, better aligning the readings with the lectures, and concluding the program in a way that reflects the framework introduced on the first day. Overall, this is a well-designed and valuable program.”
Lopez Mariel
“The lectures and training programs of the Registered Financial Planners of the Philippines have significantly enhanced my growth as a financial planner, ensuring that the services I provide are fully aligned with industry standards and best practices. The lecturers are not only highly knowledgeable experts in their respective fields, but also genuinely generous in sharing their insights and real-world experience.
Despite having to wake up as early as 3:00 a.m. in Riyadh to attend the live lectures, I never felt bored or disengaged. The sessions were dynamic, well-structured, and thoughtfully delivered. The lecturers’ effective strategies, clear explanations, and engaging teaching styles made each topic both interesting and practical, keeping me fully attentive and motivated throughout the training.”
Virgilio Libre Cañete
“The entire program was very well-structured, all modules discussed were useful. I hope we get to have summarized downloaded pdfs of each of the lectures so we can print out and review it before our case study.”
Alyssa Mariz J. Balaoing
Pru Life UK
Financial Advisor
“I am happy I am able to enroll in this course. I have been contemplating joining this after many years after my AFP certification. It’s really worth it. The knowledge I learn and the impact on personal growth. Thank you so much RFP! More power and God bless us all!”
Floralyn Rivera Tamarra
FILIPINO HOMES
Licensed Real Estate Broker