Learn the Essentials of Personal Financial Planning
Become a Registered Financial Planner (RFP®)
Join the 1st Registered Financial Planner (RFP®) Program in Cebu
June 22, 23, 29 & 30, 2012 at Diamond Suites and Residences, Cebu City
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 the 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 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
You'll learn how to:
> 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 pesonal finance.
RFP® professionals will demonstrate a firm grasp of financial instruments that include insurance, real-estate management, how business income sources affect the client's personal 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.
The RFP program runs for eight (8) consecutive saturdays that tackles intensive modules:
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
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.
"Being part of the RFP program provide METANOIA, a change of heart, mind and Spending habits."
"Now, I am more comfortable that I can make the right choices in investing, make the best decision financially and achieve my goals in time." -Bryan del Castillo (Corporate Officer Avida Land Corporation)
"The RFP program provides light to dim spot of life that let us see more clearly the things we usually neglect. By joining RFP program I've gain full appreciation of the many subject of life including cash management, planning, investments, taxes and insurance applied to life personally." - Orestes Cruz )Manager, Audit and Assurance Punongbayan and Araullo)
Registration is a first-come, first-served basis.The minimum number of attendees for the program is 15 pax thus RFP-Philippines reserves the right to reschedule the program if and when minimum number is unsatisfied.
Date: June 22, 23, 29 & 30, 2012
Venue: Diamond Suites and Residences, Cebu City
Time: 8:30am - 5:00pm
Contact Us For More Information:
Mr. Tony Hilado
Landline #: (032) 266-0821