Start a Purposeful Career!

Being a CFPI Counselor, you can have the best of both worlds, you can help people plan for their future and enrich your own as well.

Financial Counselor (FC)

Is the in towards the fullfillment of your mission. You start by learning about financial management, disciplined savings, retirement options and insurances. You get to learn and apply a responsible financial life as you climb up the CFPI career ladder.

We Help People

Being a Financial Counselor gives you the privilege in making other's lives better. Providing each Filipinos relevant financial advise by acquiring purposeful savings and protection for their family.

We Offer a Lucrative Career

Be part of the team from the No. 1 pension company today.

  • Highest commission package
  • Savings and Retirement Fund
  • National Conventions;
  • Quarterly Performance Recognition
  • And many more.

We Offer Professional Growth

We value Personal and Professional advancement in CFPI by providing continous learning and training programs.

Join Us!

IF you are 18 years old and above you may attend our Scheduled Free Career Orientation Programs.

For Licensing Requirements:

2x2 Picture with White Background

Clear Photocopy of any Goverment ID with picture. complete address, date of birth and signature

Tin Number

Licensing Fee

Financial Counselor Application Form & Contract (FC-AFC)


Schedule A Training

I read and agree to the

MEASURE YOUR SKILLS

The purpose of this test is to assess your current knowledge regarding our products and services.

This test will help you determine if a new refresher training is necessary to keep you updated.


True or False

1.

Both Fund Provider Elite and Mabuhay have Programs 5/15, 5/20, 5/25, and 5/30.

a. True
b. False

True or False

2.

In Fund Provider Elite Plan D, the planholder will receive 50% of the maturity benefit immediately on the 6th year and every year thereafter up to the 15th year.

a. True
b. False

True or False

3.

In case an insured planholder dies while the plan is in force, the pension beneficiary will still be entitled to a yearly cash benefit.

a. True
b. False

True or False

4.

A 2-Month grace period will be given to the planholder starting from the last unpaid due date

a. True
b. False

True or False

5.

Both Fund Provider Elite and Mabuhay have 4-way insurance coverage (Credit Life, Termlife, Accidental Death and Total Disability Benefit)

a. True
b. False

True or False

6.

The Fund Provider Mabuhay Classic has only 2-way insurance coverage (Credit Life and Total Disability Benefit)

a. True
b. False

True or False

7.

A planholder is subject to medical examination upon reaching P2 Million Pesos aggregated insurance benefit.

a. True
b. False

True or False

8.

An insurance beneficiary will receive an amount equivalent to the pension maturity benefit in case an insured 50-year old mabuhay ultima planholder dies while the plan is in force.

a. True
b. False

True or False

9.

Longevity Benefit is also applicable to Fund Provider Mabuhay Ultima.

a. True
b. False

True or False

10.

Both Fund Provider Elite and Mabuhay have 4 variants namely: Elite Plan A, B, C, D, and Mabuhay Lite, Classic, Ultima, and Ultima Plus.

a. True
b. False

Products and Insurance

1.

A guaranteed interest rate from the last unpaid due until maturity date based on the pro-rated termination value.

a. 1% per annum
b. 2% per annum
c. 2.5% per annum
d. 3% per annum

Products and Insurance

2.

A Fund Provider variant that pays 25% of the Pension Benefit yearly for 10 successive years prior to maturity date.

a. Fund Provider Elite Plan B
b. Fund Provider Elite Plan C
c. Fund Provider Elite Plan D
d. None of the choices are correct

Products and Insurance

3.

Refers to the insurance benefit that covers the planholder with an amount equivalent to pension benefit or total contract price depending on the chosen plan.

a. Credit Life Insurance
b. Accidental Death Benefit
c. Term Life Insurance
d. Both B and C

Products and Insurance

4.

The eligible age to be covered by insurance benefits.

a.
18 - 69 Years old and 6 Months and in good health
b.
18 - 70 Years old and in good health
c.
18 - 60 Years old and 6 Months and in Good Health
d.
18 - 60 Years and in Good Health

Products and Insurance

5.

The Insurance Protection Benefits of Fund Provider Elite.

a.
Total Disability, Accidental Death, Term Life, and Credit Life Insurance
b.
Total Disable, Accidental Death, Term Life, and Credit Life Insurance
c.
Term Life, Credit Life Insurance, Total Disability
d.
Accidental Death, Term Life and, Credit Life Insurance

Products and Insurance

6.

This refers to the Insurance Benefit that fully pays the unpaid balance of the contract price due to planholders death caused by total disability.

a. Credit Life Insurance
b. Total Disability Benefit
c. Both A and B
d. None of the choices are correct

Products and Insurance

7.

This refers to the Longevity benefit percentage of the Mabuhay Ultima Plus plan.

a. 50% of the Pension Benefit
b. 100% of the Pension Benefit
c. 150% of the Pension Benefit
d. None of the choices are correct

Products and Insurance

8.

This refers to a person who will receive the maturity benefit in case of planholder’s death.

a. Insurance Beneficiary
b. Pension beneficiary
c. Planholder's Immediate Relative
d. None of the choices are correct

Products and Insurance

9.

This refers to a period of which the lapsed plan can be reinstated.

a. Reinstatement Period
b. Growth Period
c. Both A and B
d. None of the choices are correct

Products and Insurance

10.

This refers to the a Fund Provider Elite Insurance Benefit of which the insurance beneficiary may claim in case of planholder’s death due to injury sustained in an accident after the paying period.

a. Term Life and Accidental Death
b. Accidental Death
c. Term Life Insurance
d. Total Disability and Term Life Insurance

Scenario

1.

If a Fund Provider Elite planholder who is no longer covered by insurance dies while the plan is in force, the insurance beneficiary will still be entitled to:

a. Pension Benefit
b. Yearly Cash Benefit
c. Both A and B
d. None of the choices are correct

Scenario

2.

A planholder who is no longer covered by insurance dies while the plan is in lapsed status, only the __________ will have the right to reinstate the plan.

a. Insurance and Pension Beneficiary
b. Insurance Beneficiary
c. Pension Beneficiary
d. Planholder's Immediate Relative

Scenario

3.

In case the planholder fails to pay on the scheduled due date and within the grace period, the planholder may opted for the following:

a.
Reinstate the plan by Re-dating or Reinstatement by Updating
b.
Transfer the Plan
c.
Terminate the Plan
d.
All of the choices are correct

Scenario

4.

A planholder X with a 3-year active fund provider plan dies within the paying period and the insurance claim is disapproved, the pension beneficiary may opted to:

a.
Avail the plan termination value
b.
Cancel the Plan
c.
Transfer the plan for him/herself and continue paying the balance of the Contract Price as a new planholder
d.
Both A and C

Scenario

5.

What condition will apply after an insured planholder transferred his fully paid plan to a new planholder.

a.
The new planholder will still be covered by insurance but subject 1-year contestability period
b.
The new planholder will still be covered by insurance but subject to medical examination
c.
The New planholder will no longer be covered by insurance benefits
d.
Both A and B

Scenario

6.

What are the Insurance Benefits of Fund Provider Elite that the insurance beneficiary/ies may claim if an insured Fund Provider Elite planholder dies due to accident within the growth period.

a.
Credit Life, Term Life and Accidental Death
b.
Term Life and Accidental Death
c.
Term Life
d.
None of the choices are correct

Scenario

7.

A penalty imposed by the Insurance Commission to the sales associates who fails to renew their license within the period of late submission of renewal..

a.
A penalty of P500 per day starting Jan 1 of the following year.
b.
The sales associate can only apply for a new license after a year of inactivity
c.
Both A and B
d.
None of the choices are correct

Scenario

8.

Should the Fund Provider Mabuhay Ultima Plus planholder outlives the maturity date, what benefit shall the pension beneficiary will receive at the time of maturity date?

a. Pension Benefit
b. Longevity Benefit
c. Both A and B
d. None of the choices are correct

Scenario

9.

What insurance benefit does the planholder may avail in case he becomes totally disabled for 2 months within the paying period.

a. Term Life Insurance
b. Total Disability Benefit
c. Credit Life Insurance
d. None of the choices are correct

Scenario

10.

How many percent does the planholder is entitled if he pays his plan in Spot Cash?

a. 5%
b. 10%
c. 15%
d. 20% Insurance
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