Who Should Attend
- Entrepreneurs and small business owners
- Corporate executives and managers
- Professionals like doctors, lawyers, engineers, etc.
- Supervisors and staff-level employees
- Parents and homemakers
- Students and faculty members
Why You Should Attend
- Get a sound foundation on the concepts and principles of investing to help you become a more discerning investor.
- Understand the different asset classes for investing so you know better where to put your money.
- Compute returns, future values, and other key numbers in order for you to know if you’re buying and selling at the right price.
- Develop an investment portfolio so you can start applying what you will learn right after the workshop.
What You Will Learn
A. What is investing?
- Gambling vs. investing
- Scams vs. investing
- Saving vs. investing
- The real definition of investing
- Time value of money
- Inflation rate and purchasing power
- Bank deposits vs. investments
- The power of compounding
- What to do first before investing
- Setting your investment objectives
- Short, medium, and long-term investment horizon
- Matching goals and investment horizons
- Risks vs. rewards
- Understanding your risk tolerance
- Types of investments
- Historical rates of return
- Pros and cons of each asset class
A. How much to invest?
- Based on income
- Based on objectives
- Lump sum vs. periodic
- Computing fees and taxes
- Determining rate of return
- Calculating ROI
- Present value and future value
- How to compute future value
- Number of years to reach your goal
- How much to invest to reach your goal
- Passive vs. active management
- Timing the market
- Peso cost averaging
- Importance of diversification
- Diversify across and within asset classes
- Developing a diversified portfolio
- Creating your investment plan
- Asset allocation and rebalancing
Who Will Teach You
Alvin T. Tabañag, RFP®
Alvin T. Tabañag is a personal money management coach and a Registered Financial Planner®. He is a member of the RFP Institute and the Financial Planning Association (USA). Alvin is the bestselling author of “12 Steps to Build Wealth on Any Income.” He established Pinoy Smart Savers Learning Center to spread a culture of saving among Filipinos through practical financial education. Alvin regularly conducts seminars on money management to a broad range of audience; from low-income wage earners to middle-class workers, professionals and business owners.
Jesi John Bondoc, RFP®
Jesi John Bondoc is the current Director of My Wealth MD and Partners Inc. He is a member of the Association of Registered Financial Planners in the Philippines and is Certified Investment Solicitor. He has more than 10 years experience in the financial services industry. Jesi also writes for MoneySense Magazine and Business Mirror and has appeared as a financial expert on ANC channel’s TV show “On the Money.”
Sponsored By
Supported By
Date and Venue
January 11, 2014, 10:30am-2:30pm | Megatrade Conference Center, 5/F Bldg. B, SM Megamall, Ortigas Center, Mandaluyong City
Workshop Fee
- Pre-Registered: P1,000 + VAT (until March 10)
- Regular/Walk-in Rate: P1,500 + VAT