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EnRich Cash, Debt, Risk Wealth Management
Developed to address the changing needs of today’s consumers, the RFP® program will provide you with a vital grounding across a broad spectrum of personal financial planning. From financial management to risk management to investment planning, the RFP® program is uniquely designed to provide you with a transformative learning experience.
In the RFP® program, you will learn about the different facets of personal financial planning. You will learn how to gather data, appreciate your client's financial situation and construct personal financial plan to help him achieve his goal. More importantly, you will be able to help your client achieve your life goals with minimum costs and risks involved. The RFP® certification is your path to achieving professional competence and recognition.
Becoming an RFP® professional requires the completion of four steps.
You must complete the eight Saturday morning education program offered by RFP® Philippines. The program consists of the following courses:
2. Case Presentation
Once you have completed the education program, you need to present a real life financial planning case to a panel of RFP®s. You will need to cover most if not all of what you have learned and present the case no more than one year after completing the education program (otherwise you will need to repeat the education program before you are allowed to present your financial planning case).
In order to obtain the RFP® certification, you need to have at least two (2) years of prior financial planning-
Once you become a RFP® professional, you must attest that you have complied with the RFP® Code of Ethics and have met the annual forty (40) Continuing Education credit requirements each year. The RFP® designation must also be renewed annually.
The enrollment fee is Thirty-
You can join the regular schedule of the RFP® training program or gather at least twenty five (25) participants to have a specially scheduled training for your group. Special schedules can be conducted for as short as four (4) straight days. For special schedules outside of Metro Manila, your group will have to shoulder the travel, board, lodging and other attendant expenses of a maximum of four (4) trainers.
For other details, please contact PFA through firstname.lastname@example.org or +63917 505 0709 or +632 7218 0141.
We provide end-
Our training programs revolve around what we term as the four pillars of personal finance, that of cash, debt, risk and wealth management or CD-
Our EnRich™ CD-
The after program coaching via SMS can contain 30 to 365 daily messages on personal finance and words of encouragement to guide our training participants towards financial freedom. On the other hand, our BFF program allows participants to ask questions regarding the training topics free of charge for as long as our company is in existence. Simple consultations can be done through email, mobile phone, social media and this website (through our Ask a Friend, Ask Efren form in the home page).
Be the best financial planner you can ever be by attending the Personal Finance Advisers (PFA) Masterclass in Financial Planning (MFP) program that leads to the globally recognized certification, Associate Financial Planner (AFP®).
1. Produce financial planning solutions in seconds with MS Excel through the MF PF App™
2. Understand the psychology behind personal finance through behavioral economics
3. Present comprehensive solutions through estate planning devices
4. Learn the layman’s guide to portfolio management
5. Put together a comprehensive financial plan
6. Put up your financial planning consultancy
The schedules of training runs is as follows: (schedules are subject to change without prior notice)
The schedule of topics per training run is as follows:
Knowledge Investment (KI) Rates
The regular KI is Php14,000 + 12% VAT inclusive of one year membership in AFP. For exclusive runs, the KI is Php12,000 + 12% VAT. PFA shall shoulder the cost of the Webinar platform. Exclusive runs require a minimum of fifteen (15) participants. All runs, however, can have a maximum of only twenty-
My PF App™ 2021
If you want to attend the My PF App™ 2021 only, the KI is Php6,000 + VAT. A special rate of Php5,000 + VAT is being offered to RFP® students and graduates. The training for the subscription to the My PF App™ 2021 is normally conducted from 1 to 5 pm of Day 1 of any Philippine based training run.
If you refer participants, you get a Php750 referral fee per participant. And for every six (6) paying attendees you refer, you get, instead of the Php750, the corresponding KI of the 6th participant as your referral fee (gross of applicable taxes). Referral fees for exclusive runs are limited to Php750 per participant.
There is a 25-
Benefits of AFP® Certification
Both the AFP® and the RFP® programs train financial planners with a curriculum aligned with the Financial Planning Standards Board (FPSB) of the United States of America. The FPSB is the standard setting body of financial planners representing over 60 countries around the world.
The AFP® certification is designed for professionals who are not yet ready to become full-
1. the ability to carry the AFP® credential in the business card
2. the ability to leverage on the knowledge and prestige that comes with a globally recognized financial planning certification
3. a dry-
4. discounts of up to 50% on seminars and training programs accredited by RFP® Philippines
5. the invitations to attend Financial Planning Clinics and RFP® Forums
6. advanced entry and discount with credits to the RFP® certification program
7. The opportunity to apply as YAMAN Coach
There are over 100,000 AFP® professionals around the world. Due to differences in local laws and practices, there is no mutual recognition among countries. Instead, partial exemptions are provided for basic financial planning skills and knowledge already attained. AFP® professionals from Philippines can avail course exemptions when applying for certification in other countries.
To register, please deposit or transfer online your appropriate KI to BDO Shangri-
After the training, you will already be empowered to provide comprehensive financial plans that go from Php5,000 to Php15,000 each. Your initial KI will therefore have a short payback period. And if you are a financial products seller, you will find it a lot easier to sell them after you provide objective financial plans to your prospects .
There is no pre-
If you have taken our training and just want to review, you may choose the module you want to attend for just Php500 + VAT per module.
Masterclass graduates may be invited to be expert consultants at PFA’s EnRich™ Chats. For other details, please contact PFA through email@example.com or +63917 505 0709 or +632 7218 0141.