RFP Philippines case studies
RFP Philippines · Put your knowledge to work in context.
The Registered Financial Planner (RFP) Philippines designation is a professional credential for practitioners who advise Filipino households and business owners on comprehensive financial planning. Holders typically work as financial advisers, insurance and mutual fund professionals, bank relationship managers, or independent planners, and the credential signals that they can move beyond product selling to an integrated planning engagement. The examination is delivered in multiple-choice format and spans the planning process and professional standards, risk management and insurance, investments, retirement, tax, estate planning, cash-flow and debt management, education and housing funding, employee benefits and business-owner planning, and practice ethics. Expect quantitative items - time value of money, insurance needs analysis, portfolio return and risk, retirement funding gaps, estate shrinkage - alongside scenario questions that test judgment and ethical conduct under Philippine regulation. The RFP Philippines case studies are 5 cases and about 2,834 words.
1The Signed Plan and the Undisclosed Commission
Maria Santos, 46, married with two children, owns a small printing business. She comes to you for a second opinion and brings a 40-page plan prepared by a bank-based licensed agent.
546 words, about 3 min2The Breadwinner’s Blind Spot
Reyes are both 38 and have three children aged 10, 7, and 4. Reyes is the sole earner, working as a seafarer with annual take-home pay of PHP 1.8 million.
568 words, about 3 min3The Concentrated Position
Lim is 52, single, and plans to retire in eight years. She has no dependents and no debt.
549 words, about 3 min4The Family Home and the Missing Will
Don Ramon died intestate at 72. He is survived by his second wife, Elena, four legitimate children from his first marriage, and one illegitimate child, aged 19.
594 words, about 3 min5Succession and the Key Employee
Tan is 58 and owns 100% of a 40-employee trading corporation. Their daughter, 32, is the company’s CFO and wants to take over; their son, 29, works abroad and has no interest in the business.
577 words, about 3 min