While some, if not most, are already part of the company module. RFP gives me fresh perspective being more cohesive in my approach. Have already advised this short course with my term bringing much value for thousands
Cruz, Ramon V.
Sun Life Financial
Unit Manager
Education is really the key to success. Having attended the RFP program provides an approach to view life not just on the financial side but life as a whole and this advocacy I promise to embrace and to share to my family, community and to my countrymen. Long live RFP!
Garrido, Joseph Allen
BDO UNIBANK
Junior Assistant Manager
I’m really glad I joined the RFP program. It covered all the important aspects of personal financial planning. The lecturers have an effective and fun approach in explaining the topics. Aside from teaching theories, they also inspire, impart good values and words of wisdom which are also important in money management. After attending the program, I was inspired to take up the advocacy of financial literacy because it is a very effective tool to improve people’s lives.
Suntay, Maria Rosario J.
Joson Realty Corporation
Accountant
This session is very interesting. Aside from gaining new friends & learning new ideas, this also serves as an eye opener for financial literary awareness for my personal finances and to be able to help the community to achieve financial freedom.
Simator, Hans
Lafarge Cement
Treasurer and Credit Officer
Working as a laboratory scientist for a long time has blinded me with the idea that my future will be secured by working religiously and should not invest because of the risks that comes with it, but attending this program was an eye-opener and helped me tremendously on how to do financial planning not just for me but also for family, friends and other allied medical professionals. This program is highly recommendable to everyone. Thank you RFP.
Victoria, Wendy T.
AXA
Financial Specialist
The program showed me that you should prepare for all eventualities. Furthermore, financial planning is all encompassing in terms of all aspects of daily life. It’s not just for those in the finance industry but for everyone.
Dela Paz, Adrian Andrew F.
Metis Etrade,Inc
Financial Consultant Trainee
I have been in the insurance business for five years now. I got invited to join one insurance company from which I claimed insurance due to my husband’s death. My husband did a good job to provide our family’s future financial security. Perhaps, it is providential that I found myself in the insurance industry now. As a financial advisor, I feel that I have to equip myself to make me assume my role competently. As a financial advisor, I want to be better rounded so that at least I can serve my clients better. By attending this program, the more I feel the need to know more to sharpen my knowledge of financial planning. It has given me a broader review of what I need to learn more.
Delos Santos, Oly S.
Pioneer Your Insurance
Financial Advisor
The program is very helpful in affirming some of my beliefs and correcting my practices. The practical approach of the lecturer makes the program very appealing to non-finance experts. It has also boosted my confections in pushing for my personal finance advocacy.
Cordero, Agnes
Mead Johnson Phils
HR Manager
I’m really very thankful that I became a delegate of this 34th RFP seminar because I learned so much from all eight session. I know now where my current financial situation through making my own comprehensive plan, such as cash flow statement, income statement, and balance sheet. Besides, I learned to set my goals for the education of my kids, plan for our retirement, taxes and investment. Again thank you for I can now plan my future financial needs.
Bitara, Armando J.
Business World Publishing Corp.
Chief Accountant
I thank god for leading me to take this course and for being part of Batch 34. I realize the importance of saving protection, retirement, investment, estate planning and most of all Cash flow. For me, this is really a great help, having eight session of RFP. Thank you for the excellent speakers, and for their passion in giving service to us.
Devera, Madonna S.
Prulife UK
Financial Advisor
I’ve learned a lot with RFP’s during half day Saturday sessions. Started April 28 up to now, I’m so much interested with the topics particularly about cash flow, time value of money and estate planning. For sure this will help me a lot in practicing my profession as a unit head of AXA Philippines, to share the ideas on what I’ve learned. RFP® is really worth it and will help me, my career for life.
Baniqued, Ferdinand
Unit Head
Axa Philippines/Dagupan City Branch
I have always been fascinated with how money can work for you. Although I wasn’t able to practice what I finished in college (MFI), and joined several non-financial organizations, I always find myself so much interested when the topic is all about finance. Joining RFP7reg; definitely opened my mind again to several possibilities, which I will now try to venture on.
Malabanan, Jaysen
Area Sales Executive
Petron Corporation
RFP® broaden my knowledge about financial planning. I do appreciate the TVM, investment and financial planning/analysis sessions. I’d like to learn more from RFP® and to practice what I learned thru helping my family, relatives and friends. More Power to RFP®!
Concepcion, Abegail B.
Office Manager
MIK Phils Inc.
I can’t explain it in words, how this eight session’s seminar has changed my life as well as my financial life status. The presentation and the material were very engaging; the principles used were very practical. It really helps me a lot in managing my personal finance to give customize financial advice to my client.
Laya, Lee B.
Financial Solutions Specialist
Axa Philippines
RFP Philippines’ RFP® seminar is by far the most comprehensive program I have ever attended. It has broadened my understanding of my clients’ needs and the many ways I can help them plan for their financial independence. Applying the technical and ethical principles of RFP® will definitely help me in terms of increased credibility and professionalism.
Areopagita, John Louie N.
Financial Advisor
Sunlife of Canada Phils.
I took the course to know more about investment and know it the right /correct way since I’ve been helping friends and staff ( to do it right ). I learned so much, and I will start to apply it in my life though its already a little late. This course is practical and useful, and I will be referring and encouraging friends to attend this seminar.
Guerea, Mary Ann
RFP® is an eye opener and has an impact to our financial aspect. It reconfirmed what I have started in preparation for retirement. It also added max inputs on investments and help people to re-engineer their finances. This is actually a blessing and a case responsibility to share this knowledge to everyone.
Malaki, Angie
Accountant
Lintec Advanced Tech. Phil. Inc.
The RFP® program was great, very helpful! (I) wanted to use it in my personal finance, and then practice giving client’s financial advice. Each part of the module is great. I particularly like investment (topic) because I want my money to grow. But every other topic balances it out. If there are pluses there are minuses, income, expenses, assets and liabilities are able to find out equity. Overall, practice makes perfect.
Untalan, Rommela
CPA
Excellent line up of speakers. Superior package of practical learning tools. I have gained valuable insight and inspiration to apply my learning in my personal financial plan, and influence others to follow the same path. I highly recommend this course both to finance professional and non-finance.
Chavez-Catacutan, Estelita
Deputy Executive Director
ABS-CBN Bayan Foundation. Inc.
I joined the RFP® program simply to have the title attached to my name. It never occurred to me that finishing this course could be a life alternating experience in a very practical way.
Now, I can’t wait to practice it for myself and family, and later on, to spread what I know to my friends and clients. Thank You RFP® for financial enlightening me.
Cruz, Yan
Manager
Citibank
All the learning was so appropriate and timely for us since were already preparing for our retirement plan. We can also share some learning to the call center agent trainees of our school. This deepens our advocacy to help Filipinos become financially prepared for the future.
Ramos, Glad
Manulife Philippines
Unit Manager
The program helped me discover my potential in becoming a legitimate financial planner. The knowledge I gained are very practical and useful to achieve our financial goal as a family, and I look forward to apply it and be of help to people who needs sound financial advice in the future.
Franco, Evelyn
The program helped me in my objective in life. It concretized what I wanted to do to prepare for the future. The program gives new insight and idea on how to approach and prepare for the future. If one wants to have a sound future, it is highly recommended.
Velonza, Ian
The RFP® seminars which spanned in 8 modules have become almost like a journey for me. It changed me from a financially naïve person to a financially learned person. Now my next personal agenda is to carry out what I’ve learned from these seminars, and help to advocate financial planning to other people that I know.
Safar II, Mohammad-Khayer M.
Instructor
University of Perpetual Help System Dalta
The program gave me a road map on how to do financial planning. It gave me new concepts as well as refreshed some ideas/concepts that were already taught in school. It gave me a new appreciation of the excel program. I hope the program will help me drive behavior to achieve my goals as well as help others their goals.
Yu, Lawrence
MD/ELP
Novel Capital / Seaoil Phils.
With knowledge, comes great power. I realized this when I joined the RFP® program. We have the power to control our destiny. After completing the program, I feel empowered and very excited to put everything I learned into practice. The RFP® program has introduced financial concepts and strategies, which I can use to plan the future.
Matiga, Menchie M.
Associate
Cochingyon & Peralta Law Office
The course re-confirmed what I already know, more importantly a more detailed way of presenting financial planning. It also helped me a lot in simplifying but covering important/significant concepts to better explain and make us or clients understand financial planning. The professor also taught us the other sides of being financially adept. It is also the significance of the kind of person one should be as an important characteristic of a total financial planner.
Lee, Janette T.
Financial Advisor
Sun life of Canada (Phils.) Inc.
I’ve been in the finance profession for over 10 years, studied accounting and finance in the context of corporations and big funds. But after attending this course, I’ve realized that personal finance is different and more important. I’ve learned the science and the behavior behind it.
Suarez, Katherine R.
Bank officer
Bangko Sentral ng Pilipinas
The RFP® program is worth the travel from Baguio to Manila on 8 weekends. The lessons are priceless and very helpful in my practice as a financial advisor. I am able to give my clients the best advice and to meet their life goals, but more importantly I am now able to use the FP principles in my own household finance decisions and meet our family’s life goals. Great program RFP!
Espique, Dennis
Insurance Advisor
ManuLife
The program is very informative. Coming from a medical background, I gained a very useful knowledge in the financial world. I would definitely apply the concepts I have learned here in my daily journey towards financial independence. All the speakers have authority in their respective fields. Kudos to you guys!
Ditangco, Abraham
Financial Adviser
ManuLife