□ Batch 76: June 22 — August 10, 2019, Crowne Plaza Manila Galleria,

Ortigas, Pasig City

Acquire the expertise necessary to be a practitioner in

the personal financial planning industry
 Explore the practice of personal financial planning by examining the
financial planning process model

 Examine regulatory, legal and ethical considerations, and the

macroeconomic environment

 Discover what a planning engagement entails and how the various

aspects of the discipline are integrated into practice

 Acquire the expertise necessary to be a practitioner in the financial

planning industry

 Enhance your knowledge and build on the experience you already

have in the financial services industry

 Broaden your opportunities by networking with other financial service

professionals
Benefits You Will Get from
The RFP® reminds you that financial health
the Program:
is just as important as physical health, and
gives you the tools to diagnose, treat, & improve  Practical hands-on case studies
your financial condition. The knowledge & skills
imparted are useful, even necessary as
 Learn insights from practicing financial
companions with you throughout the different life planners
stages. It helps you bridge the gap between where
 Get for free the best-practice for free
you are, & where you want to be.
- Jaime Cuenco
Assistant Manager, DBP, Batch 23

Website: www.rfp.ph • Email: [email protected] • Tel. No. (02) 796 4523 • Fax No. (632) 706 2212
 Recent Designed to Meet the Public’s Growing Need
Attendees
for Objective Financial Planning Advice
Include:
The financial planning field remains on an This RFP Program is designed to equip you
Accenture ◦ Ace Saatchi upward swing. A growing need for with the required knowledge in order to
and Saatchi Advertising objective financial planning advice provides gain the RFP Certificate. The public’s
Inc. ◦ Acquire Asia a great opportunity for those already in the growing needs for objective financial

Pacific ◦ Ventus ◦ Archon financial services industry or for those planning advice, combined with the
contemplating a new career. Learn to help rigorous standards demanded
Consulting & System
others define and meet their life goals of RFP® cerficants, has placed
Services Inc. ◦ AXA Life
through smart financial resources the RFP® certification at the forefront of the
Insurance ◦ Avon
management. Gain the knowledge to financial planning profession.
Cosmetics, Inc. ◦ Bank analyze and provide advice on all aspects of
of Philippine Islands ◦ financial planning.
Banco de Oro ◦ ET
A REGISTERED FINANCIAL PLANNER is a member of a distinguished
Dizon Travel Corp. ◦ profession dedicated to serving individuals, their families and their
Boehringer Ingelheim businesses. An RFP® practitioner employs a comprehensive approach to
(Phil) Inc. ◦ Chevron preparing a financial plan that aims to achieve the goals of the client. An
RFP® demonstrates extensive professional experience, thorough training and
Holdings, Inc. ◦ Cypress
must observe high standards of continuing development.
Semiconductor - ROHQ
As a REGISTERED FINANCIAL PLANNER you can rejuvenate your career, whether as a owner or an employee by
◦ Deltek Systems (Phils.) leveraging the education and prestige associated with one of the world’s most recognized financial planning
Ltd. ◦ Elite Group qualification. You will be prepared to provide tailored services to clients and maintain high standard of financial
Managemenet Services planning professionalism.

Inc. ◦ ePLDT Ventus ◦

Heraeus Electronic
Materials Phils., Inc. ◦
Insular Life ◦ Isla Lipana
& Co. ◦ UNILAB, Inc. ◦
Logica Philippines ◦
Metrobank ◦ Parsons
Brinckerhoff Phil. Inc. ◦
Philam Life ◦ Philippines
Savings Bank ◦ Prulife
UK ◦ Seaoil Philippines,
Inc. ◦ SGS Gulf Limited ◦
Silgan White Cap South
East Asia Inc. ◦ Sunlife
Insurance ◦ Toyota
Motor Philippines ◦
Tagum Cooperative ◦
The Medical City ◦ Tong
Hsing Electronics Phils.,
Inc. ◦ Total (Phils.) Corp.

Website: www.rfp.ph • Email: [email protected] • Tel. No. (02) 796 4523 • Fax No. (632) 706 2212
Module 1 Module 4  Net Estate and Estate Tax for
Behavioral Financial Planning Investment Planning Unmarried Decedent / Conjugal
 Cash Flow Planning – Reasons  The Planning System for Asset Partnership of Gains / Absolute
for Saving Allocation Community of Property
 Formal and Informal Budgeting  Goal Setting and Risk Profile  Basic Concepts of Donations
 The Household Structure  Identifying and Reviewing  Gifting Strategies / Donors Tax
 The Theory of Consumer Choice Investment Alternatives
 The Life Cycle Theory of Savings  Evaluating Specific Investment
Module 7
 The Theory of the Firm Considerations
Insurance Planning
 The Household Enterprise  Employing Portfolio
 Choosing Insurance Agents and
 Household Finance Management Principles
Companies
 The Household as a Business  Implementing Portfolio
 The Risk Management Process
 Total Portfolio Management Management Decisions
 Life Risk Exposures
 Reviewing and Updating the
 Types of Life Insurance
Portfolio
 Client Data and Selection
Process
Module 2 Module 5
 Health Insurance
Financial Planning Process Tax Planning  Disability Income Insurance
 Establishing the Engagement  How to compute the three
 Data Gathering categories of income tax Module 8
 Clarifying Client’s Financial  What are the personal Financial Planning Process
Status exemptions for single and  Simple Capital Needs- Risk
 Developing and Presenting the married people Adjusted
Financial Plan  Understanding withholding  Retirement Needs Analysis
 Implementing the Financial Plan income tax and how it affects  Integrated Decision Making-
 Monitoring the Financial Plan your income Financial Planning Case Study
 What income are not considered
Module 3 for income tax computation Case Study:
Time Value of Money purposes You will construct a
 Basic Terms and Concepts  How to minimize income tax comprehensive personal
 Basic Calculations legally financial plan using hands-on

 Intermediate Calculations application of financial

planning principles.
 Advanced Calculations Module 6
Workshop Simulation: Estate Planning
You will solve personal  Types of Estate Planning
financial planning problem Documents
exercises using Microsoft  Gross Estate and its Allowable
Excel applications. Deductions

Website: www.rfp.ph • Email: [email protected] • Tel. No. (02) 796 4523 • Fax No. (632) 706 2212
 “The RFP Program made me a better
‘financial’ person. It helps me to perform
“I would like to recommend the RFP
my job better, giving a clear picture and
program to every Filipino. It tackles about
perspective of people & their finances
financial management, investment
and financial position.”
planning, insurance planning and many
-Leileeni Maniquis more important concepts. The program
Branch Head, BDO really helped me improve my career. RFP
is the best!”

“RFP is an eye opener and has an -Aldrin Berin

impact in our financial aspect. It Financial Adviser, MANULIFE
reconfirmed what I have started in
preparation for retirement. It also added
“The RFP program was great, very
inputs on investments & helping people
helpful. I wanted to use it personally in
to re-engineer their finances. This is
my personal finance, and then practice it
actually a blessing & a case
by giving client’s financial advice. Each of
responsibility to share this knowledge to
the modules is great. I particularly like
everyone.”
investments because I want to grow my
-Angie Malaki money. But every other topic balances it
Accountant, Lintec Advanced Tech. out. If there are pluses there are minuses.
Phil. Inc. Overall, practice makes perfect.”

-Rommela Untalan

“Excellent line up of speaker. Superior CPA

package of practical learning tools. I

have gained valuable insight and
inspiration to apply my learning’s in my “I joined the RFP program simply to have
personal financial plan and influences the title attached to my name. It never
others to follow the same path. I highly occurred to me that finishing this course
recommend this course to both finance could be a life changing experience in a
professional and non-finance.” very practical way.

-Estelita Chavez-Catacutan Now, I can’t wait to practice it for myself

Deputy Executive Director, ABS-CBN and family and later on to spread what I
Bayan Foundation, Inc. know to my friends and clients. Thank
You RFP for financially enlightening me.”

-Yan Cruz
Manager, Citibank

Website: www.rfp.ph • Email: [email protected] • Tel. No. (02) 796 4523 • Fax No. (632) 706 2212
 June 22 — August 10, 2019, Send Application
Crowne Plaza Manila Galleria, Ortigas, Pasig City

PROGRAM FEE

□ Full Payment Php 32,000

INSTALLMENT

 Php 10,000 upon registration

 Php 8,000 on or before the program starts

 Php 7,000 on or before the 4th session

 Php 7,000 on or before the 7th session

DISCOUNT

□ Super Early Bird Discount - Php 3,000

Enroll two months before the program schedule

□ Early Bird Discount - Php 2,000

Enroll one month before the program schedule

MEMBERSHIP FEES

Registered Financial Planner Institute,

Philippines (RFPI) valid for one year - Php 5,000

Note: All program fees are net of all applicable taxes.

PAYMENT OPTIONS

Cash, Checks, Direct Deposits and Credit Cards □ □ □ □

For payment arrangements and other details, please contact the

Program Coordinator at 796 4523; or
Send Application
Ms. Kimberly Belarmino
+632 706 4645 / 706 4648 to 49
[email protected]
DATA PRIVACY:
Upon signing this form you are agreeing that the personal data obtained from the registration form entered and
PLEASE FAX/EMAIL THIS REGISTRATION FORM TO: stored within the Institute’s authorized information and communications system and will only be accessed by the
RFP authorized personnel. Furthermore, the information collected and stored in this form shall only be used for
Contact Person: Ms. Bernadeth Mituda the following purposes:
Fax: +632 706 2212  Announcements / promotions of events, programs, courses and other activities offered / organized by
Email: [email protected] the Institute and its partners;

 Activities pertaining to establishing relations with participants/members/alumni;

IN-HOUSE TRAINING:  RFP Philippines has the right to share your information to our related affiliate companies, institutions,
and or subsidiaries;
If you have a considerable number of participants, we can provide you
 RFP Philippines shall not disclose the participants/members/alumni personal information without their
with a more personal and specific approaches to meet your training
consent and shall retain this information over a period of ten years for effective implementation,
requirements. Our program experts will deliver the training to your
research analytics, and management.
organization at your chosen location.

For more information, please contact:

TERMS AND CONDITIONS:
Ms. Bernadeth Mituda Payment:
(02) 796 4523 1. Seat will be reserved upon payment of the prescribed fees stated in this Registration Form.
[email protected] Refunds, Cancellation and Substitution Policies
1. Refunds will be honored if we received a written notice of cancellation 30 days prior to the start of the
CONFIRMATION program and must be faxed to 706-2212 or 706-4645. Cancellations received less than 30 days prior to
the start of the program will be charged 25% of the total program fee while those received one week prior
I hereby certify that I have read and accepted all the terms and
to the start will be charged 50%.
conditions stated in this registration form.
2. No refund will be made for cancellations received after the stated deadline.
3. RFP Philippines reserves the right to cancel, change venues, and facilitators due to factors beyond our
control, and to ensure learning effectiveness. In case of cancellation, seat can be moved to the next
______________________ ______________________
batch, or full refunds will be given.
SIGNATURE DATE
4. Substitutions for individuals can be made any time prior to event date.

Website: www.rfp.ph • Email: [email protected] • Tel. No. (02) 796 4523 • Fax No. (632) 706 2212