RFC Course Accredited Speakers/Lecturers

Ida Sheng Jacob, RFC, CWM, CAM, LUTCF, REP

- Intro to Financial Planning
- Risk Management
- Cash Flow Management
- Insurance Planning

  • Graduated with a degree of BS Education-Summa Cum Laude
  • M.A. in English @ the Ateneo de Manila – scholar
  • Taught @ Sta Isabel in Naga City, Bicol Region
  • FELLOW degree from LUTCF ( Life Underwriters Training Council)
  • Graduated in 2005 for the RFC Course with distinction
  • Took CWM (Chartered Wealth Manager) Course in 2013-Cum Laude
  • Took another degree as CAM (Certified Agency Manager) in 2014
  • RFC’s Centurion (first 100 FC’s in the country)

Ismael "Lito" Melendres Jr., MBA, RFC, CIS

- Education Planning
- Retirement Planning

  • Trained as Industrial Engineer, holds a MBA from the University of the Philippines (UP)
  • Certified Investment Solicitor (CIS)
  • Agency Manager in Philamlife co-partner with wife
  • Top Producer & Associate of the Year for PAMI (1997)
  • 5-time MDRT Qualifier, qualified in the National Award Program in the
  • President’s Cabinet category
  • Director of the Board of Makati Sports Club Inc.
  • Attended RFC Course in 2004, also a RFC Centurion

Mr. Ralph Liew, RFC, CWM, MFP

- Intro to Financial Planning
- Risk Management

Entrepreneur. Business & Management Consultant, Adviser, Trainer.

Expertise. Sales, distribution, agency development, marketing, senior management, education and training, coaching, consulting and advisory.

Experience. 28 years with AIG companies in Malaysia, Hong Kong and Indonesia rising from agent to Vice President and Director of Agencies.10 years with Kuok Group developing and managing it’s Asia Pacific insurance businesses; holding “C” and Director positions in Hong Kong, China, Malaysia, Philippines and Thailand. Formed strategic alliances, joint ventures and new entities in life insurance, general insurance, insurance & reinsurance broking, healthcare and captive insurance management.

Positions. Philippines Chair for International Association of Registered Consultants (IARFC) USA. Chairman Momenta Philippines licensee for Chartered Wealth Manager, American Academy of Financial Management, USA, Brandseku Security Solutions Inc, Nitto Optotronics Inc, Medifast Malaysia, and Ralph Liew Consultancy.

Education. Graduated from Technical Teachers College, Malaysia.Studied Management at College of Insurance, Missouri, Agency Management at LIMRA, Dallas, Texas, USA.Holds the RFCdesignation fromRegistered Financial Consultant, (IARFC) , USA. Received the Loren Dunton Award- International award for contributions to the financial planning industry. Holds the CWM (Chartered Wealth Manager), and MFP (Master Financial Professional designations from American Academy of Financial Management, (AAFM) , USA.

Gamalielh Ariel "Boyet" O. Benavides, MBA, RFC

- Investment Planning

  • Took RFC Course in 2004 with Distinction (Cum Laude)
  • Finished studies in Ateneo de Manila –BSC Philosophy
  • Master in Business Administration-Ateneo Graduate School
  • AM- Citicorp, Banco Santander Phils. , Citibank
  • AVP, VP- Banco Santander Phils Inc.
  • Senior Vice President- Wealth Advisory & Trust Group BDO Private Bank, Inc.

Grace De Vera Escobar, RFC

- Financial Plan Construction

  • Computer Programmer by education @ PUP – scholar
  • RFC Course in 2005- with Distinction (Cum Laude)
  • Centurion Graduate
  • Awarded the RFC Loren Dunton Award in 2012
  • Took Chartered Wealth Manager Course (CWM) in 2013
  • Agency Manager of Caritas Health Shield Inc.