“The entire RFP program was enlightening. The sessions were insightful. The facilitators were able to balance between discussing the key concepts and providing real-life scenarios / practical applications for each of the concepts.”
Maria Isabella V. Militante
Citi
Quality Team Lead
“Sir Randell provided very honest feedback and practical examples feedback on the financial planning situation in the Philippines.”
Mr. Erick Contreras
Managing Director
BASF Vietnam Company Ltd.
“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
PRU Life UK
“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.
“I understood that a Financial Planner caters to the holistic financial planning of an individual and not just in a certain area. As an FP, we should be really well-versed with the services that we offer since it is also about the trust and not just the hard-earned money of our clients.”
Don Silver De Leon Casumpang
Sales Manager
Sun Life Financial Philippines
“A great program to further my knowledge about each subject matter that will prove to be useful in my advocacy.”
Pol Virgil O. Ballao
Financial Solution Consultant
FWD Life Insurance Corp.
“I like the breadth and depth of the discussions and the trainers are very knowledgeable about their field of expertise.”
Pol Virgil O. Ballao
Financial Solution Consultant
FWD Life Insurance Corp.
“Overall, I’ve learned a lot from the event. I mean each particular session is a gem. Likewise, I also saved much in terms of costs, because I can learn from the session at the comfort of my own home and don’t need to travel back to the Philippines just to complete the course/sessions.”
Robberson Doroteo Uriarte
Financial Advisor
Sunlife Financial
“A new learning experience. A great start to manage and grow the financial aspect of life.”
Ritchelle Lim
Unit Head
AXA Philippines
“The event as a whole is highly recommended for financial advisors.”
Gerald Co
Tax Associate & Insurance Agent
SGV & Co. | Sunlife
“The RFP Program did not only equip us with the technical knowledge needed for the practice, but it gave us valuable insight into the actual experiences and best practices of some of the best in the industry.”
Roberto Figueroa
Senior Vice President/ General Counsel
HSBC
“RFP course is very comprehensive and I learned a lot from my practice in financial planning”
John Frisian G. Reyes
Senior Financial Advisor
AXA Philippines
“The program not just simply reinforced the training I received for the past years as a Financial Planner but also provoked me to step up from the old ways of approaching or handling the customers! It provided me with deeper insight and analysis of the different situations in line with Financial Planning. It was also a venue of meeting amazing speakers and engaging batchmates!”
Jaime G. Seculles Jr.
Agency Leader
Allianz PNB Life Insurance
“The program is very comprehensive. I learned a lot regarding personal finance. Speakers are one of the best in financial services industry. Highly recommended to any professional who wants to improve financially”
Bendaña, Marlon “Brent”
Financial Advisor
Sun Life Financial
“After attending RFP, I am now confident to talk to my clients and offer a holistic approach w/ regard to financial mgmt. Speakers are so brilliant!”
Pabiana, Gina I.
Associate Agency Manager
PhilamLife
“A great knowledge investment. It covers all the topics that needs in a life cycle. All the speakers are expert and has a good humor. Will surely recommend RFP program to my friend.”
Manlusa, Riza
Credit Analyst
Bank of the Philippine Islands
“Attendance in the course encouraged me so much to learn more and seek progress in this industry. There were ideas I really get interested to find in-depth discussion so as to improve the services I offer. Awesome program. Great line up of speakers.”
Lagman, Al Bayan
Training Officer
Sun Life Grepa Financials, Inc.
“I learned a lot from the basic concepts to a more complex. The program helps me a lot in understanding personal finance and I realized that there are more to learn in finance. Also, I like all the speakers because they handle the lectures very informative and fun as much as they can. I can really say that the program are worth to invest! Thank you RFP! Definitely will recommend to my friends. “
Pascua, Kristoffer
Legal Assistant
PSBank (Philippine Savings Bank)
“Worth my time and money. The RFP encapsulates everything I need to know about personal finance and most important aspects of personal finance.”
Millora, Margie R.
Business. Development Officer
Metropolitan Bank & Trust Co.
“RFP is an enriching training program for me. As a banker before, I thought I already knew a lot regarding investments, but when I attended the training I realize that in financial planning and investing there are a lot to consider first. I learned a lot in RFP especially in handling my finances and securing my future. And this I would like to impart to other people. Thank you RFP.”
Mary Antonette V. Correa
“RFP has helped me broaden my perspective in terms of personal finance and household management. It has proven me not only with working knowledge on the relevant subjects, but also with insights from leading industry experts. The training also provided an avenue for me to meet various professionals and to expand my network.”
Verdaguer, Rochelle
Product Specialist
Factset
“Lectures are very informative. The speakers are excellent. Guidance and supervision from the speakers are given generously to the audience.”
Sulit, Hezzel
Co-Founder
Pera Inc.