Master Class for Financial Advisors 2023

By Randell Tiongson on April 1st, 2023

The proven specialized program that enables and empowers financial advisors to be the best in their field is back this June 2023!

Financial advisory is a very challenging profession and it is crucial that financial advisors must undergo constant and comprehensive training.

My Master Class for Financial Advisors is a proven training and re-tooling program specifically designed for financial advisors. It is a 10-session program that will help a financial advisor surpass most challenges he or she is facing today. The program is as follows:

Session 1: Introduction (The need to be a better advisor) and Behavioral Finance
Session 2: Strengths Finder for Sales Professionals (with Val Baguios)
Session 3: Investments and Investments Planning
Session 4: Introduction to Stock Market (with Marvin Germo)
Session 5: Macroeconomics for Investors (with Dr. Alvin Ang)
Session 6: Insurance Planning
Session 7: Digital Presentation Skills
Session 8: Personal Branding
Session 9: Social Media Marketing & Content Creation (with Garett & Anne Maralit)
Session 10: Building a Successful Financial Advisory Business (with Rex Mendoza)

It is a privilege to be able to enlist the leading thought leaders of their field to help me run this master class. Joining me for this empowering program are Internationally certified strengths coach Val Baguios; leading economist Dr. Alvin Ang of the Ateneo; leading stock market advocate and influencer Marvin Germo; co-founders of the The Bright Millennial (a social media group with 300,000 follower), Garett and Anne Maralit; and the mentor of mentors, leading finance and investment expert Rex Mendoza.

Master Class June 2023

All Master Class session will be on-line (via Zoom) and will run from 7:00pm to 9:00pm every Monday, Wednesday and Friday (see poster for schedule).

The learning fee for all the 10 game changing sessions is only P6,000.00, unbelievable value for a master class such as this. An early bird rate of only P3,500.00 will be available if you will register and pay by April 21, 2023. A discounted rate of P4,500.00 will be the rate if you register and pay from April 22 to May 15, 2023. The regular rate of P6,000.00 will be the rate for registration and payments from May 16, 2023 onwards.

Completion of this Master Class can qualify you to earn the designation of Associate Financial Planner (AFP), conferred by the Registered Financial Planner Institute.

To register for the Master Class, click HERE.

Register and pay early to avail the special discounted rates!

It’s time to level-up your financial advisory business! Join this Master Class.

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Master Class for Financial Advisers in Iloilo

By Randell Tiongson on February 7th, 2020

Due to requests, we are bringing the Master Class Program for financial advisors in Iloilo!

Financial advisory and sales are one of the most attractive professions today. However, financial advisors are subjected to many challenges that prevent them from achieving success in their chosen field.

If you are a financial advisor and you would would want to improve your craft, join my Master Class and be on your way to achieve greater heights with your profession and business.

Randell Tiongson’s Master Class for Financial Advisors will feature experts who have proven track records:

Val Baguios is a an IT practitioner but pivoted to become a strengths and executive coach. He is an International Coach Federation (ICF) certified coach and a Gallup-certified Strengths coach. Val has been featured in many institutions and programs where he makes people understand the value of  coaching and empowering individuals to strategic, purposive and strengths-based endeavors through one on one coaching and people development.

Arnel Pepito is a full-time trader and portfolio manager participating in the Philippine Stock Exchange. Arnel is a stock market enthusiast and an investing/trading advocate. He has vast interests from trading currency, commodities, futures to global equities. He is also blogger and a no-nonsense investments advocate who is very passionate in sharing the opportunities in the stock market and other investment vehicles. He is the founder of Investambayan, a very active social group that provides stock market education. He is followed by over 10,000 people due to his passion to share his knowledge.

Garett Maralit is an engineer turned financial practitioner. He is the co-founder of The Bright Millenial, a Facebook group that currently has over 220,000 followers. Garett has been one of the most prolific and successful individuals to use and maximize the benefits of social media to benefit the financial advisory industry. With the barrage of pages and groups in the social media, Garett Maralit was able to distinguish his brand and continues to stand out in social media, particularly Facebook. His experience and exposure in the social media has propelled Garett to be one of the top advisors of his branch and now leading a robust group of young financial advisors.

Randell Tiongson is one of the Philippines’ most respected and followed personal finance coach. He is the cofounder of the Registered Financial Planner, a best-selling author, media practitioner and international speaker and a columnist. He has been influential in the development and growth of the financial planning industry and is a leading thought leader and influencer in personal finance. Randell has over 3 decades experience in the financial services industry and has experience in sales, marketing, training, consultancy and more. He is the person behind the most attended finance conferences such as iCON, Money Talks, Build Your Future. He has also sold over 100,000 finance books to date and has given over 1,000 talks and seminars over the years.

Randell Tiongson’s Master Class for Financial Advisors will run on March 19-21, 2020 at Richmonde Hotel, Iloilo; 9am to 5pm.

What can you experience in the Master Class for Financial Advisers?

Behavioral Finance
Level Up Sales
Strengths for Sales Professionals (with Val Baguios)
Investment Planning
Introduction to Stock Market (with Arnel Pepito)
Insurance Planning
Retirement Planning
Presentation Skills
Personal Branding
Social Media Marketing (with Garett Maralit)

The learning investment is only P15,000.00 and it covers full meals, Gallup Strengths Finder test and a certificate. If you act now, you can avail the early bird rate of only P12,000.00 but it ends on February 17, 2020!

Here’s how you can participate:

  1. Deposit the amount to BDO 006440069496 or BPI 0249111309 under John Randell Tiongson.
  2. Email a photo or screenshot of the deposit slip or transfer advise to [email protected] and indicate the following:
    1. Full name and nickname
    2. Company represented
    3. Years in practice

This Master Class Iloilo has only limited slots available and we expect it to be filled up soon.

See you at the Master Class for Financial Advisors!

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Investment guide for different life stages

By Randell Tiongson on July 26th, 2019

Once you get a job and start earning money, that’s the time you should begin sorting your finances and thinking about where you can invest your money to grow. Whatever stage of life you are in right now, there’s a type of investment vehicle perfect for your current financial situation and goals.

As you move from one life stage to the next, your goals, financial status, expenses, and priorities change. For instance, as a young employee, you’re goal is likely to start building your wealth. When the time comes that you get married, your goals begin to shift and expand—your expenses start to grow, you begin planning for home ownership, and open a joint savings account with your better half.

For many people, evaluating and creating an effective investment strategy can be a bit overwhelming. It’s a lot to take in, but what’s a little strain for a secured future? Whether you’re looking at family insurance or a unit-linked insurance plan, there are various instruments you can choose from to get started with investing.

To help you find the suitable investment option based on your financial goals and state right now, here’s a visual guide I got from BPI-Philam that breaks down each life stage’s cash flow, considerations, and investment instruments you can ponder on. Hope this helps you build your investments wisely!

 

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