Learn the Essentials in Personal Financial Planning.
Be part of the Registered Financial Planner (RFP®) in the Philippines!
Join the Registered Financial Planner(RFP®️) Program in Cebu this coming May 18-19 & 25-26 at Cebu aGrand Hotel.
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.
LEARNING OBJECTIVES
By attending this program, participants will be able 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
ASSES 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
WHO SHOULD ATTEND?
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.
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.
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.
Register at
http://bit.do/rfpcebu
Registered Financial Planner(RFP®️) Program - Cebu
Reply With Quote
Posting Permissions
