“Taking the Registered Financial Planning course was truly a turning point in my career. It gave me clear direction on how to grow as a financial planner and opened my eyes to new ways I can serve my clients and deliver greater value. Each session was insightful and enjoyable, and the knowledge I gained is something I’ll carry with me in every financial decision—both professionally and personally. It’s been life-changing not only for my career, but also for how I manage my own household finances. I’m excited to apply everything I’ve learned.”
Orubia, Michelle A.
Financial Advisor
Sun Life Grepa Financial
“This has been 17 years in the making. I am excited to be part of the RFP Program since then.”
Casamorin, Mac Anthony S.
Founder, President & CEO
Semaña Gabaldon-Casamorin Business & Finance Consultancy OPC
“It was great to hear directly from the experts in the industry who are very generous in sharing their time, knowledge, and experience in the field of financial planning.”
Malabanan, Ronaldo L.
Unit Head
AXA
“This program helped me a lot in understanding how true financial planning is supposed to be, from behavioral economics to best practices. This is the best program I have ever attended.”
Poblete, Nathan Joy Q.
Financial Advisor
Prulife UK
“RFP is a great program that is useful not only in advancing my career but also for personal financial planning.”
Varila, Rebecca, C.
Accountant
CBRE
“The event served as a motivation for RFP training graduates to continue enhancing their craft to make Personal Finance relevant to ordinary people.”
Gamolo, Clyde, F.
College Dean
PHINMA Cagayan de Oro College
“I hope to be invited to more seminars in the future to help me in my consultancy practice.”
Maria Victoria R. Rodrigo
Managing Partner
BEAM Business Managers and Co
“I found the workshop very useful in gaining practical knowledge.”
Cruz, Shirley H.
Vice President
First Gas Holdings Corporation
“Practical, can be applied to one’s personal finance planning.”
Jao, Maggie T.
Retired
“RFP improves my way of financial planning”
Edwin P. Mercado
Div. Finance Manager
Almarai Company
“The best learning and best seminar that I attended. Highly recommended.”
Nathan Joy Poblete
Payments and Collection Analyst
BPO
“I learned a lot about personal financial management during the program. It is recommended to take further studies to be able to gain further knowledge and experience about financial planning.”
Desiree Hazel Ravago
Senior Associate
Institutional Shareholder Services Philippines Inc.
“The RFP Program added me a lot of valuable learnings and insights which I can use to better serve my clients as a Financial Advisor.”
John Philip Jugo
Sun Life of Canada (Philippines), Inc.
Licensed Financial Advisor
“I have learned valuable insights on how to plan my finances properly. I hope to be an instrument of change and help my patients/clients improve their physical/emotional health but also their financial well-being. Thank you very much RFP.”
Faith M. Crisostomo
FCMC Wellness Center
Owner
“The RFP Program is indeed a holistic approach to manage and improve one’s finances. As a financial advisor, it made me see how big is my role in the financial plans of my clients and how it can impact their goals and dreams. Moving forward, I feel more equipped in helping them achieve a better tomorrow while enjoying today. Kudos!”
Verma Salvoro
Sun Life
Financial Advisor
“I enrolled in this program for personal growth to further my knowledge and understanding on financial matters. Pleasantly, the past eight sessions of the RFP program has been helpful to me and has given me tools and learnings which I can use on my own to make sound financial decisions and improve my financial health and fitness. The topics were very interesting and very useful. It was discussed well and with real life examples that are enlightening and relatable.”
Patty Rose Esdio
BeGH
Pharmacist I
“The program helps me to expand my knowledge and skills as a financial advisor. I recommend it to those who want to level up their practice and better our clients.”
Richard Vallente
Pru Life UK
Financial Consultant
“Program consists of a well thought curriculum and the speakers are experts in the topics assigned to them. Classes were lively and even though it was held via zoom, active participation was still there. Learned a lot of concepts that are definitely useful for my career and also for my personal use.”
Maricris Melisse Baylon
AIA Philippines (Philam Life)
Financial Advisor
“I have learned a lot from the RFP program. The sessions took away my bias in selling insurance and shifted my focus on the client and his needs.”
Paul Vincent Artacho
Sun Life
Financial Advisor
“The sessions help build confidence. The attendee comes out of the event more skilled, more confident to make sound financial decisions. Worth every penny!”
Mae Mendoza
HealthyBucket
Owner
“This event helped me become equipped as a financial advisor so I could help my clients in every aspect of their finances, not just my clients but also myself and my family.”
Sarah Isabelle P. Mansujeto
Sun Life of Canada Philippines
Financial Advisor
“It has always been my goal to enroll in the RFP program ever since I started working in the insurance industry. However, after losing my father to Covid-19 and being left with challenges in our finances, I realized that it’s high time that I take financial planning seriously. I’m grateful that I had the opportunity to join this batch and learn from the experts in the field. One of the best parts is that I was able to do it from the comforts of my home and did not need to travel to Manila (so, more economical for me!). The lessons I’ve learned are practical, timely, and very useful not only for writing my own and my family’s financial plan, but also for my friends and potential clients. The RFP program taught me how to do financial planning holistically, but also uniquely for every individual. I still have a lot to learn, but this program also opened more opportunities for me to further educate myself to become a better financial advisor and to help more people in managing their finances.”
Joey April P. Estante
Financial Advisor
AIA Philippines
“The RFP program shows the different aspects of finances that a person needs to plan out. As a participant, I learned a lot in these 8 sessions. The speakers are very competent and knowledgeable. Though the topics discussed are different from each other, they are very much related and need to be considered in financial planning. Overall, the program equips me as a financial advisor to better serve my clients and to plan out how to reach their goals. Financial planning has never been more relevant especially now that we are experiencing a pandemic. Thank you, RFP, and more power!”
Noreen Tautho
Financial Advisor
Manulife Philippines
“The way the sessions were handled was very refreshing esp since the topic was about taxation which can be serious and boring. Prof Xy handled all discussions and questions well and with expertise. There was never a dull moment.”
Noreen Tautho
Financial Advisor
Manulife Philippines
“It was great listening and learning from the experts and experienced financial practitioners. The lessons are not just theoretical. I appreciate those lessons that are practical and ready to implement. This program also cleared up some of my confusion that arose from reading various materials that everyone can easily find in the internet. Yes, one should know whom to listen to!”
Minviluz Malaluan
SCMC
AVP-Accounting
“I am a Financial Consultant in Singapore since 2013. I always study to enhance my knowledge and skill in helping my clients reach their financial goals unbiased. After attending the session with RFP, I felt more equipped and knowledgeable in more aspects such as taxation and more. What I love about the session is the construction of a financial plan by Randell making complex things simpler. I have been dealing with clients and NOW I feel like I can do better and help OFWs reach their financial goals! A must do course for every Filipinos who wants to achieve greater attainment of their financial goals.”
Medz Ron Macasaet
AIA Singapore Pte Ltd
Financial Services Consultant
“RFP Trainings are very useful not only in the field that I am in but also it can be used in all of other aspects. I have learned so much!!! I am excited to apply it :)”
Ramona Day P. Libang
Sun Life of Canada Phils. Inc.
Unit Manager
“The trainings were very good learning for us to become a good Financial Planner.”
Moncito Regondon Jr.
SAUDI ARABIA OIL COMPANY
Contracts Advisor
“One of the best decisions I’ve ever made. Highly recommended!”
Rachel Anne D. Lopez
FactSet
Associate Reconciliation Specialist
“The program provided us with a comprehensive understanding of the whole financial planning process, including detailed discussions on investment planning, tax and estate planning, and insurance planning. This will be very helpful in guiding my clients with their own customized financial plans.”
Ranel Toledo
Sun Life
Advisor