If you haven’t invested at all or have just started to invest, why not invest in your own financial education? This way, you avoid making investment mistakes that will cost you money. We believe that an educated investor will be a successful investor. If you make investment decisions based on a solid and sound financial foundation, then you will avoid buying the hottest stock your cousin told you about or fall for the latest pyramid scam. And if you have been socking away your hard-earned money in bank deposits, you will realize you are actually losing money.Learning Curve has partnered with MoneySense, the only personal finance magazine in the Philippines, to run a series of seminars and workshops entitled MoneySense Live! These are back-to-back half-day seminar-workshops that will not only teach you the right money concepts but also help you come up with your own financial or investment plan. So at the end of the day, you don’t just gain new knowledge, you can apply what you have learned right away!

Who Should Attend

MoneySense Live – Investing 101 is designed for beginning investors who want a good foundation on investment concepts and who want to start or fine-tune their own investment plan. These include:
  • 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

Attend MoneySense Live – Investing 101 so you can:
  • 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

MoneySense Live – Investing 101 is divided into two modules that blend theory and practice:MODULE 1: THE CONCEPTS

A. What is investing?
  • Gambling vs. investing
  • Scams vs. investing
  • Saving vs. investing
  • The real definition of investing
B. Why invest?
  • Time value of money
  • Inflation rate and purchasing power
  • Bank deposits vs. investments
  • The power of compounding
  • What to do first before investing
C. How to invest?
  • Setting your investment objectives
  • Short, medium, and long-term investment horizon
  • Matching goals and investment horizons
  • Risks vs. rewards
  • Understanding your risk tolerance
D. What to invest in?
  • Types of investments
  • Historical rates of return
  • Pros and cons of each asset class
MODULE 2: THE STRATEGIES

A. How much to invest?
  • Based on income
  • Based on objectives
  • Lump sum vs. periodic
B. How to compute cost and returns?
  • 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
C. When to invest?
  • Passive vs. active management
  • Timing the market
  • Peso cost averaging
D. How to make your investment portfolio?
  • 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

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Supported By

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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
Sponsorships and special rates for block seats are also available. Contact us at 696-6981, 570-7506, or 514-9276 for more info.

THIS IS A PAST EVENT. REGISTRATION IS CLOSED. CHECK OUT OUR UPCOMING EVENTS.