REGISTERED FINANCIAL PLANNERS INSTITUTE PHILIPPINES

505 East Tower, Philippine Stock Exchange Center, Ortigas, Pasig City
Tel. No. (632) 6879856 • Fax No. (632) 7062212
Website: www.rfp.ph • info@rfp.ph Attach passport
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ASSOCIATE FINANCIAL PLANNER MEMBERSHIP APPLICATION

PERSONAL DATA

□ Student Mr./Ms./Mrs./Miss/Dr. __________

Mr Last/Family Name/Surname: ____________________________________
Zabala

First/Given Name: ____________________

Elmer Middle Name: _______________________
Causo Suffix: __________
□ Professional
Date of Birth (mm/dd/yyyy): ____
04 / ____
1979 / ____ /

EDUCATION & PROFESSIONAL INFORMATION CONTACT INFORMATION (Please indicate your contact preference)
□ BACHELOR’S DEGREE Year: ____________
1999 □ HOME MAILING ADDRESS
Course: ______________________________________________
BS Accountancy
Home / Bldg. No., Street: _________________________________
Unit 2 BMR Homes 284 P. Rosakes St, Sta. Ana

University: ____________________________________________
Pat
□ MASTERAL □ DOCTORAL
Course: _____________________________________________
University: ____________________________________________
□ OTHER ___________________________ Year: ____________
Course: ______________________________________________
University: ____________________________________________
Licence No.: __________________ Year: ____________
AFP TRAINING PROVIDER:
____________________________________________________
Personal Finance Advisers Philippines Corporation
MEMBERSHIP APPLIED
□ AFP Membership and Examination Fee
PAYMENT OPTIONS
1. Direct deposit at any BDO branches:
Bank name: BDO
Account name: Association of RFPs in the Philippines, Inc.
Account No.: 343-017-7825
City: _________________________________________________
Pateros
Year: ____________
Province: ___________________________ Postal Code: ______
1261
Phone Number: ________________________________________
Mobile Number: ________________________________________
Personal E-mail Address: ________________________________
□ BUSINESS MAILING ADDRESS
Position: ______________________________________________
Company Name: _______________________________________
Unit/Bldg. No., Street: ___________________________________
City: _________________________________________________
Php 3,000 Province: ___________________________ Postal Code: ______
Phone Number: ________________________________________
Fax Number: (Country code/Area code/City code) _____________
E-mail Address: ________________________________________
DELIVERY OF CERTIFICATE
Please check your option:
□ Pick up at RFP Office. (Atleast one day prior to your preferred schedule)

□ Via courier with additional fee of Php 300.

2. Payment at RFP office.

Preferred mailing address: □ Home □ Business

ACCEPTANCE OF SUBSCRIPTION

I declare that all of the information contained in this application is true and correct and I agree to provide any supporting documentation requested by the Institute. If accepted, I
agree to abide by the Registered Financial Planners Institute Philippines’ Code of Professional Conduct and Continuing Professional Education requirements. I understand that I
must renew my subscription annually to enjoy the services provided by the Institute including eligibility privileges and retention of professional designation.

Signature _____________________________________________________ Date: _____________________________________________________

OFFICIAL USE ONLY: APPLICATION RECEIVED ON: __________________

INVOICE NO. ________________ INVOICE DATE: ___________________________ [ ] COMPLETED REQUIRED DOCUMENTS
OR NO. ____________________ DATE PAID: ______________________________ [ ] APPROVED MEMBERSHIP NO. ______________
DCR NO. ___________________ VERIFIED:________________________________ [ ] NOT APPROVED REASON: _____________________