Associate Financial Planner UAE 2018

By Randell Tiongson on January 19th, 2018

We are excited to announce the first batch of the Associate Financial Planner or AFP program in the UAE for 2018. The AFP’s schedule will be this March 3 & 10, 2018 in Dubai, UAE. This program is exclusive to Filipinos.

Since 2013 the AFP has been helping Filipino financial planners in the Middle East improve their level of competency and professionalism.

What is the AFP®?

Statistics show that more and more people seek advice from financial planning professionals to alleviate the negative impact of unstable economies  Thus, because of these people, a career in financial planning will be filled with opportunities and challenges. However, even if many people turn to financial advisors for advice,  the dilemma arises in choosing the right financial planner for them, as an increasing number of people in the financial services industry call themselves “financial advisers.” Therefore, there is a need for true financial planning professionals to differentiate themselves and demonstrate confidently that they are truly competent and capable.

This differentiation can be achieved by choosing to become an Associate Financial Planner (AFP®), a professional designation awarded by the Registered Financial Planners Philippines.

Become an Associate Financial Planner (AFP)®

The public is looking for a financial planner who has demonstrated a commitment to competency, and financial professionals want an established certification that will set them apart from the globally expanding financial planning profession. As an AFP®, you can energize and revitalize your career by leveraging the knowledge and prestige associated with one of the world’s most recognized financial planning certification.

 

Benefits of the AFP® Certification

  • Immediate recognition from clients, peers, and employers with AFP® designation after your name
  • Strict eligibility criteria mean only a selected few are privileged to hold this designation.
  • Provides a good starting point for professionals who have the necessary skills sets and knowledge in basic personal financial planning.
  • Provides an interim designation while you are pursuing the Registered Financial Planner (RFP®) quantification in the future.
  • Become part of the preeminent financial planning organization in the country, the Association of RFPs in the Philippines with numerous benefits, including access to technical sessions, events, seminars, and conferences.

What will be discussed during the AFP® Program?

  • Personal Finance Steps
  • Insurance Planning
  • Behavioral Finance
  • Investment Planning
  • Time Value of Money
  • Stock Market Investing

After completing the training program, a qualifying examination will be performed within 1 to 2 months after the program. Those who pass the exams can apply for membership to the AFP®

Who will be conducting the AFP® Program?

Randell Tiongson, RFP is the director of the Registered Financial Planner Philippines and has been engaged in the financial services industry for 3 decades. He is one of the most respected personal finance speaker and educator in the Philippines and has given over 1000 lectures & training on finance through the years. He is a columnist of the Philippine Daily Inquirer, best-selling author of 5 finance books.

Marvin Germo, RFP is the Philippine’s most in demand speaker and educator on stock market investing. He has given hundreds of seminars on investing in equities for Filipinos across the globe. He is frequently seen in Philippine media on the subject matter of investing and he is also a best-selling author of 5 books on investing and the stock market.

If you are interested to become an AFP®, please send an email to [email protected]  or click HERE

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Associate Financial Planner UAE 2018