janice sabitsana, marvin germo, randell tiongson

Certified and Ready to Serve: My Journey of Becoming a Registered Financial Planner (RFP)

Attending the Financial Fitness Forum in 2015 opened my eyes to a whole new world of financial wisdom. With all the speakers being Registered Financial Planners (RFP), I knew then that this was something I wanted to do. However, life got in the way, and it wasn’t until May 2021 that I finally had the chance to take part in RFP Batch 89’s 8-Saturday online sessions.

The program itself is designed for individuals who have an interest in becoming Registered Financial Planners, helping people make wise decisions about their finances by providing expert advice and guidance. The course covers a wide range of topics, from investing principles to insurance planning and retirement planning. Throughout the program, there are also various simulations that help you build your skills as a financial planner.

I must say, completing this course was one of the most rewarding experiences of my life! Not only did I gain more knowledge on how to manage finances but I also gained valuable insight into how to provide sound financial guidance to others. What I found particularly interesting was how the program focused not just on providing practical advice but also on creating an ethical approach towards delivering services based on trust and integrity.

Apart from gaining expertise in finance and sound ethical practices, taking the RFP program has also benefitted me in other ways. Having “RFP” after my name now gives me more credibility when talking to clients, and it has helped boost my confidence as a financial planner. Additionally, the program has also given me access to a wider network of financial planning professionals, giving me the opportunity to expand my business and increase my knowledge.

Overall, I am extremely glad that I took this course and achieved the RFP designation. I am confident it has opened up a world of opportunities, and that I will be able to help countless people reach their financial goals in the future.

For anyone looking for a way to increase their understanding of finance or give back by helping others become financially secure – whether it’s for business purposes or personal use – then I highly recommend registering for the RFP program!

The course content is comprehensive yet concise; plus you get access to quality resources such as case studies and simulation models that can help you further develop your skillset as a qualified financial planner. All these benefits come at an affordable cost, making this program a great option for anyone who wants to build a career in the financial industry.

So, if you’re looking for an opportunity to increase your financial knowledge and provide valuable financial advice to others, then I highly recommend the RFP program. You won’t regret it!

Take the first step today and start your journey towards becoming a Registered Financial Planner! With this qualification, you’ll have the ability to provide sound financial advice while helping others reach their financial goals – making a true difference in the lives of those you serve.

Have questions about this program? Feel free to reach out to me and I’d be more than happy to answer any questions you have or provide additional resources that may help you in your journey.

Click here to join the RFP Program! 

The Registered Financial Planner (RFP®) program is designed to help you deliver the most effective personal financial strategies to build your skills and expand your knowledge in financial planning. The program focuses on core investment knowledge, building on practical knowledge. You will apply financial planning concepts to determine the proper strategy for clients based on the collection and analysis of client information, through to advising clients on the financial impacts of material changes in their life that could affect their financial plan. Upon successful completion, you will be able to implement best practices in budgeting, borrowing, constructing, and analyzing personal financial statements.

What you’ll learn:

  • Explain the financial planning process to clients
  • Develop a savings plan outlining net worth, cash flow, and saving strategies
  • Identify the client’s financial goals and constraints to develop their financial plan
  • Analyze legal considerations related to property ownership
  • Assess the benefits and drawbacks of, estates, trusts, small businesses, and divorce
  • Analyze the effects of asset allocation in establishing investment solutions for clients
  • Estimate retirement income sources and needs, and develop a financial planning strategy to meet the client’s objectives

What is the RFP® designation?

Registered Financial Planner (RFP®) is a globally recognized financial planning credential awarded by the Registered Financial Planner Institute of the Philippines, the country’s premier professional body of financial planners. The RFP® designation ensures applicants possess the knowledge, skills, and attributes to evaluate and manage various wealth forms to optimize their clients’ financial situations.

This certification opens doors for professionals who will come up against personal advisory services’ most challenging and complex aspects of personal finance.

RFP® professionals will demonstrate a firm grasp of financial instruments, including insurance, real estate management, how business income sources affect the client’s financial situation, and estate planning. They will have to competently integrate all elements into a coherent financial plan that reflects their client’s attitude toward risk and investment objectives.

Who Should Attend

Insurance Agents, Lawyers, Financial Advisers, Real Estate Agents, CPAs, Bankers, Stock Brokers, and anyone who wants to learn financial planning.

Source: RFP Philippines

Watch the video below about my RFP experience. 

1 thought on “Certified and Ready to Serve: My Journey of Becoming a Registered Financial Planner (RFP)”

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