I am a regular subscriber of “Money Sense” and I often come across the page of “RFP®”. I have been planning to enroll in this program for seven months and finally, I am already in the program. As I have expected, I gained the knowledge that I was looking for. With the new knowledge that I have gained, I was already able to apply it by trying to invest in UITFS and MFS. I am also now more confident in teaching my friends and family on how to be financially literate if not yet financially independent. Overall, this program was very helpful and very informative. Thank you very much for sharing your knowledge. Hope you continue what you are doing in helping others to be financially literate and eventually attain financial freedom. OPA!
Reyes, Carmela
Financial Adviser
Manu Life
This RFP® program enriched my knowledge in financial planning especially on matters related to retirement and estate planning. I think I am now better equipped to handle my clients’ needs and more so my family’s financial program.
Carmen, Suzette
Financial Adviser
Insular Life
Working in the insurance industry is very rewarding, knowing that you can be very instrumental in protecting/pursuing goals and dreams. Undergoing through the RFP program further enhanced my skills, and improved my knowledge. With these tools available, I am more convinced that it is an obligation to apply, and share them to people I know.
Lagonera, Manuel Antonio
Life Planner
Sony Life Insurance (Phils.) Corp.
I definitely learned a lot from this class which I will be able to use in my profession. The speakers are generous in sharing their calculations/tools. The speakers start and end class on time but Randell tend to stay too long on side stories. On the first part, took him 90 minutes to actually start the lesson proper. Foods were great especially the smoked salmon wrap and lasagna – except for the muffins!
Yumul, Shelly Grace
Manager Candidate
Sun Life Financial of Canada Phil. Inc
The program has helped instill in me an advocacy I can help promote and nurture. I realize now that financial planning is really something that needs to be shared and taught. In my own small way, I will help promote financial planning as an advocacy.
Reyes, Alejo
Relationship Manager
HSBC
I have been in the financial services for more than a decade now, and just when I thought I know everything I need to know, then came the RFP program – sharper concepts, very competent speakers and practitioners. Attending the RFP course makes me want to be a better sales trainer, saver, investor and responsible parent.
More power to RFP®, Cheers!
Matienzo, Santiago
Training Director
PNB Life Insurance
This program has helped me in many ways. It has improved the way I conduct business, to make it more holistic, with integrity and by putting the client’s best interest before mine. This allowed me to look at following financial planning, also as an advocacy in helping people reach their financial goals at the best way and at the least cost. I highly recommend this program.
De Vera, Ryan
Financial Advisor
Philam Life
RFP® Program has answered a lot of questions and brought a lot of necessary information to be able to establish a strong financial foundation. It was able to differentiate different types of products/investment/protection plans which are currently being offered in the market today. Lastly, it has affirmed my plan in fulfilling (my goals) and it has a great impact to our society.
Sarmiento, John Patrick
Support Analyst
Macquarrie
The RFP® Program has given me the confidence and credibility to be considered an expert in my field. As a life planner, the concepts of RFP® only reinforce in my mind the true value of life insurance and financial literacy in the lives of Filipinos.
Pineda, Jonathan
Life Planner
Sony Life Insurance (Phils.) Corp.
RFP® made me more confident in my job as Sales Manager. I am now more knowledgeable in different aspects of financial planning, which makes my job as a leader, motivator and recreator (of Insurance agent) easier!
Gabriel, Joie
Insular Life
I learned a lot from RFP, not only for my professional life but also for my personal growth as well. I really appreciated how useful and practical the course was, since it didn’t only discuss abstract principles, but real care studies and actual laws applicable to things commonly encountered by an ordinary layman. It takes complicated topics and simplifies them so that they can be easily understood and implemented. It is not only a great crash course of personal finance for newbies but also great supplement for the veterans.
Cocabo, Jessica Jean Kristine
Financial Consultant/Owner
Pru Life UK/Moshi Moshi
Every person made me think about my personal finances. It was the best learning/investment I’ve ever had. (It) made me realize that becoming a millionaire, living a comfortable life is easy discipline. A proper planning can help me attain my life’s objectives.
Labitoria, Ivana Grace
Treasury Associate
Ayala Land, Inc.
The whole program has reinforced me with a lot of important facts that has been foreseen somewhere along the lines. Its mentors and my batch mates also made the experience memorable. I highly recommend this seminar.
Lacuanan, Daniel Duke
Financial Adviser
Insular Life
I’ve been reading a lot of financial and investment books and joining RFP confirms and also answers some of my questions regards to enhancing my finances. RFP course give a wholistic approach to managing personal finance as well as detailed approach.
Suyao, Merisa
Proprieter/Owner
Gulmabal Bake Shop/Sanispring Water Refilling Station
I highly recommend this program to my fellow doctors, usually doctor’s starts late when it comes to building their assets and financial planning is very important. This is one of the best knowledge investments I made.
Gutierrez, Felix Emmanuel
Physician, Anesthesiologist
Self Employed
The program has helped me confirm my questions regarding financial planning and its purposes. As a person, I have become more cautious and concrete of my financial investments. I have become happier and appreciative of my decision in life. More power RFP! I hope and pray that I join you as a RFP myself.
Tabobo, Jose Mari
HR Assistant Manager
G4S Holding Inc.
The program is comprehensive yet delivered in a simple way that even non-finance people can understand and relate to. It is recommended even for those who are intending to pursue a career in personal financial planning.
David, Thedd Wilvher
RFP helped me a lot! Personally and professionally, as a sales trainer for a life insurance, it gave me a deeper perspective on the technical side of financial planning and taught me how to apply the practical side of it as well.
Verano, Carlo Manuel
Regional Trainer
Insular Life Assurance Company
RFP Program is a well-minded, fun and comprehensive tool towards financial literacy. This program exceeds my expectation and outperformed my entire knowledge in financial arena. It is also a venue where you will realize your knowledge is just a tip of an iceberg until such time you were immersed in the program. Well recommended either for personal or clientele’s use! Thumbs up for financial speaker experts!
Combis, Ahlyn
Bancassurance Sales Executive
BPI -Philam Life Assurance Corp.
As a consultant on the Value and Advantage Life Insurance provides to an individual and family, it is my responsibility and duty that I give the best advice and solution for every situation that they may encounter. Armed with the best training in the industry that RFP provides, gives me more confidence and conviction to carry on with my work and be of great service to all of my clients.
Buenaventura, Rani
Life Planner
Sony Life Insurance (Phils.) Corp
The RFP program is like a “renaissance” for people who planned to take control of their finances. Topics are very enlightening and substantial in helping others to reach financial freedom. I would highly recommend it to my friends, family and all people I know.
Cabatan, Joycelyn
Property Specialist
Avida Land Corp.
The course is very informative and makes personal financial planning easily understood by all, not just accountants. The concepts taught are very novel and practical such as treating the household as a business enterprise. The methodology taught for financial planning analysis is very structured and can be easily applied.
Go, Annabelle T.
Consultant
Philippine Airlines
I am satisfied that I took this course at an early age. It made me realize how expensive it is to be ignorant, now I don’t have any more excuse to remain apathetic about my finances. I’ve never understood how important it is to be prudent: to prepare oneself for financial stability, independency and sustainability until now. The 8 Saturdays changed my view towards life, and more importantly it made me understand how my learning would affect not only myself but hopefully the community in the long run.
Rodas, Karyll L.
Senior Transaction Processing Specialist
JP Morgan and Chase Bank,NA
This is the best investment I made. What I like about the program is that the resource persons were able to simplify financial concepts and made them understandable even for persons without any financial background.
Aseron, Ildrian Joseph T.
Corporate Secretary
Home Development Mutual Fund
Originally, I was only hoping to learn more about estate planning and get the RFP title. To my surprise, I learned far more than what I expected that even in my daily living, I became aware and mindful of my daily cash flow. A great course!
Domantay, Warren M.
President/Ceo
Farmacia Ni Dok Incorporated
Learning about Personal Finance is essential for each and everyone. Here in RFP the holistic approach integrating the seemingly very different disciplines in personal finance helped me see things in a different light.
Ang, Gayzelle Valerie H.
Financial Advisor
Sun life of Canada (Phils.) Inc.
This program helped me confirmed my goals and plans to pursue financial management career. I really believe that every Filipino needs to be educated in the area of financial planning. I look forward to be actively involved in promoting RFP’s advocacy as well as really changing a lot of people.
Galang, Jay C.
Founder/Chairman
Nutriwealth Producers Cooperative.
The program is very informative. It gives me a better perspective of my financial goals and how to achieve them. It is also a good guide on handling my personal finance. I strongly recommend it to my friends.
Lasquety, Irma M.
Consultant (Free lance)
Yes and No!
Yes, RFP will realize will help you realize that the best time to eliminate DEBT, set-up Savings and venture on INVESTMENTS was 10 years ago; and the next best time is now!
And No, it is not a waste of time and Money.
Ortuoste, Maribeth Consuelo S.
DBP – Trust Services
BEOI/Asst. Manager
Knowledge gained was very practical and useful. The program was conducted in a way that it did not alienate those without finance background. I will definitely recommend this program to my friends and family.
Leyritana, Rica M.
Bank of Commerce
Channel Manager