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Tag Archives: financial planner
Finally, RFP goes to Cebu!
The Registered Financial Planner program now goes to Cebu!
A banner year, part 1
2010 is a memorable year to many. A new leadership for the country brought about some renewed hope. Economic uncertainty in the European front was brought about by fiscal issues in some European countries. The US struggles to bolster its … Continue reading
Posted in financial planning, Personal
Tagged 2010, financial planner, randell tiongson, UCC Beacons of Change
5 Comments
Helping people plan for the future, part 3
… conclusion What should we do? Well, we should continue to build more professional practitioners, teach them well and make them adhere to values like competence, integrity and commitment. At the same time, those who are in a position to … Continue reading
Helping people plan for the future, part 2
Convincing people that they need insurance, long term savings and a healthy cash flow is not that easy. You will hear all sorts of excuses and you will see people uninterested. However, when you see a sale on flat tv’s, … Continue reading
Posted in financial planning
Tagged financial planner, financial planning, registered financial planner, RFP
2 Comments
Helping people plan for the future, part 1
This year is my 22nd year in the financial services industry and I am a bit nostalgic. Aside from the fact that I am not as young as I think I am, I’d like to say that 22+ years have … Continue reading
Posted in financial planning
Tagged financial planner, financial planning, registered financial planner, RFP
3 Comments
Thank you!
The 3rd No Nonsense Seminar on Finance was a successful one. To those who attended, my sincerest gratitude and I pray that you learned something valuable. To those who helped me promote this event, my thanks too! God bless.
Benefits of Financial Planning
Q. How will you benefit from Financial Planning A. Financial planning will give you a clear picture, perhaps for the first time, of where you stand financially. Many families have no idea of the value of their estate, how they … Continue reading
Posted in financial planning
Tagged benefits of financial planning, financial planner, financial planning
1 Comment
Is he a real financial planner, part 2
… con’t. 2. Gathering client data, including goals. The financial planner should ask for information about your financial situation. You and the planner should mutually define your personal and financial goals, understand your time frame for results and discuss, if … Continue reading
Is he a real financial planner?
The term ‘Financial Planner’ has been a buzz for quite some time now. It makes sense to have a doctor for our medical needs, architects & engineers for our building needs, computer engineers for Information Technology needs – why not … Continue reading
Posted in financial planning
Tagged 6 steps of financial planning, financial planner, financial planning
1 Comment
Confession of a Financial Planner
MY wife Mia and I went on a date last night. Since my wife loves to watch movies and since the secret to a happy life is a happy wife, I instinctively knew she would prefer watching a movie.
I thought she would prefer watching the John Lloyd Cruz-Sarah Geronimo movie so I was trying to psyche myself to watching it, but I was so delighted to find out she wanted to watch something else. My wife knew I’m not a big fan of those movies so she wanted to watch something else for my sake. That’s one of the many reasons I love my wife so much—so unselfish! Not wanting to be a total … Continue reading
Posted in Money Management
Tagged financial planner, financial planning, Money Management
5 Comments