RFP® Testimonials

“The program helps me realize that I should have my own personal financial planning first to be an effective personal financial planner for others or clients. It has opened my mind to a different perspective in a way that supplements my existing knowledge of personal finance. I am excited to share my knowledge with my family and community. Looking forward to helping MSMEs and OFW craft financial planning suited for their needs.”

Cristina Pama
Vice President
Asia United Bank

“Learning and tips are very practical for people like me who are not in the financial industry. I could definitely use what I’ve learned for my personal needs.”

Sheilah Marie Velasco
Process Engineer
Shell Philippine Exploration BV

“RFP is the BEST! It opens me to the in-depth level of the world of finance.”

Yvonne Joyce G. Tuliao
Senior Instructor
Saint Luis College

“I think the lecturers are great and the topics are very educational. Maybe something to add is to make the class more interactive by giving us also exercises we can do on our own, just like how Mr. Melvin Esteban did during his 2 sessions.”

Gerlene Reyes-Guerrero
Licensed Financial Advisor

“RFP helped me bridge my knowledge acquired in school to practical usage such as Investment Planning using Time Value of Money and Tax Planning.”

Elvies De Mesa
Senior Associate
ING Business Shared Service

“It sets a standard for all the Financial Advisors, In order to learn more about personal finance and teach it to our clients”

Eric Gabriel B Gamilla
Senior Financial Advisor
AXA Philippines

“Taking the RFP is not only beneficial to people of the financial industry but also beneficial to us, medical professionals. I hope they will have a more in-depth discussion on investment planning but overall, it was a great program and worth the investment.”

Furqaan Lim
Medical Officer IV
Bataan General Hospital and Medical Center

“The event made me learn a lot more, adding to what I have been trained for in my current business. It adds value to my knowledge and skills in making a Financial Plan for me and my clients.”

Joselito T. Palma
Financial Advisor
Sunlife Financial

“More than the designation, the content in the classes are useful in being a world-class financial planner. This is definitely something I’ll require my whole team to attend.”

Rose Nikki Jurado
Unit Manager
Pru Life UK

“Sir Jesi was a great lecturer and provided practical advice on completing the financial plan and shared great insights regarding the topics. I also liked that he shared his personal experiences in order to place more context in certain situations and topics. Joining the RFP program was very worth the time and money invested. I am inspired to continue my learning through this very reliable program.”

Marc Andre Concepcion
Tax Associate
Sycip Gorres Velayo Corp.