RFP® Testimonials

“What a nice experience of learning with the best coaches of the Philippines with respect to Financial Planning. The value of this will be forever treasure and will be passed down from my generation to my children’s generation.”

Melissa Ortiz
Filinvest Land Inc

“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

“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