Upcoming Events

39th RFP® Program

April 26 - June 14, 2014
Crowne Plaza Galleria, Ortigas Center, Pasig City

RFP CPD: Cash Flow Management Strategies for Financial Planners

April 23, 2014
RFP HQ, Tektite Building, Ortigas, Pasig City


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Registered Financial Planners Philippines

The Registered Financial Planners Philippines is an independent self-regulatory professional organization offering education and membership in the financial planning field. Its mission is to promote professionalism in practice of financial planning.

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Why Join the RFP® Program?

Developed to address the changing needs of today’s most sought-after employers and consumers, the RFP® program will provide you with a vital grounding across a broad spectrum of personal financial planning.

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Why Become an RFP®?

Registered Financial Planners combine people skills and technical skills. They are trained, competent, and experienced in financial planning, investment planning, insurance planning and tax planning. They do care about their clients' financial goals.

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How Can I Become RFP®?

Becoming an RFP® professional requires the completion of four steps. You must complete the education program offered by RFP® Philippines, which consists of eight modules. Once you have completed the program, you can take the RFP® exam.

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RFP® on YouTube

RFP Blog Feed:

Q: I have always wanted to save and invest, but I never seem to get the discipline of spending. My personal expenses have been increasing more than my income. I am afraid that I may not have enough savings to support my needs when I retire someday. I want to be organized financially. What should I do?—Johnny Oca by e-mail

A: Many people aspire to have a comfortable financial...


Retirement is the point where a person stops employment completely (or decides to leave the labor force), usually reaching the mandatory age of 65, or earlier for some. A lot of Filipinos never liked the idea of making necessary changes to their lifestyle especially when time comes that they need to create a new chapter in their lives. For most, retirement is a dreaded word as it ends...


Question: There are a lot of investment choices nowadays. Apart from mutual funds, there are also unit investment trust funds, variable unit-linked insurance and now exchange-traded funds. Can you provide a guide on how to choose the best one?—posted on PFA’s “ask a friend, ask Efren” service at www.personalfinance.ph

Answer: The immediate basis for choosing funds would be...


RFP on ANC's On The Money

Watch the Registered Financial Planners give their best advice on what you need to know about Investing, Saving and Spending.
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News & Announcements


Watch Moneytalk on RFP® TV Youtube Channel and learn from the experts about financial planning

Jumpstart your financial plan by grabbing the latest copy of The MoneySense Ultimate Guide to Financial Planning. Order now. It's also available at all major bookstores nationwide.

RFP® Outreach Program

Retirees of Rizal Provincial Government (RPG) held their Financial Literacy Talk last August 23, 2012, Wednesday at Ynares Complex in Antipolo City, in cooperation with Smart Communications' Community Care and Registered Financial Planners Philippines. The first session participated by 50 participants, was led by Ms. Jennifer Gan, a registered financial planner.

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Join the 39th RFP® Program

April 26 - June 14, 2014

Crowne Plaza Galleria