Learn the Essentials in Personal Financial Planning
Be part of the Registered Financial Planner (RFP?) in the Philippines!
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.
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 clients financial goals and constraints to develop their financial plan
- Analyze legal considerations related to property ownership
- Assess benefits and drawbacks of, estates, trusts, small business 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 clients objectives
What is the RFP? designation?
Registered Financial Planner (RFP?) is globally recognized financial planning credential awarded by the Registered Financial Planner Institute of the Philippines, the country's premiere 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.
Who Should Attend the Program?
- Insurance Agents
- Lawyers
- Loan Officers
- Real Estate Agents
- CPAs
- Bankers
- Securities Officers
- Stock Brokers and;
- professionals licensed in similar fields that have the ability to guide individuals and businesses in financial planning
Program Outline
- Module 1 - Behavioral Financial Planning
- Module 2 - Financial Planning Process
- Module 3 - Time Value of Money
- Module 4 - Investment Planning
- Module 5 - Tax Planning
- Module 6 - Estate Tax Planning
- Module 7 - Insurance Planning
- Module 8 - Financial Planning Practice
For more information, please contact:
Ms. Mary Ann Peji
Tel: (02) 263 3223 or Fax: 706 2212
Email: Click here
For Inquiries:
Request for PDF Event Brochure:
Website: Click here
Testimonials
First, a good eye-opener as a mother who manages the household. Though Ia€?m in a finance industry, these tips & know-how are not included as being dwelled to. Really, a big help for me and inspired me to be a good & set my perspective correctly. - Diana Alviz, Accountant - Emerson
Personal financial planning is something that everyone should learn. The RFP course is the first step in achieving a sound financial future. - Ramon Silerio, Managing Director A Different Story Productions
- Registered Office: PSE Building, Ortigas, Pasig City | Registered Number: (02) 263 3223 | Copyright ? 2014-2018 | RFP Philippines | All rights reserved.