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Tag Archives: registered financial planner
Finally, RFP goes to Cebu!
The Registered Financial Planner program now goes to Cebu!
2012 Outlook, part 6
I’m really encouraged by the potential of the younger breed of financial practitioners. Through time, I came to realize that age has nothing to do with wisdom and that we can learn much from the young. I am proud to … Continue reading
The 12 Most Influential People in Personal Finance
Moneysense, the country’s first and only Personal Finance magazine recently listed the 12 most influential people in personal finance. I was surprised to see my name as one of the 12 because the list includes really powerful and much respected … Continue reading
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
My advocacy, part 2
… Con’t. Blue Chip was my first salvo into teaching finance for the youth. My Pastor (Dennis Sy) and I were discussing on what we can do with the youth and how to prepare them for the future and the … Continue reading
Posted in Events
Tagged blue chip, investment training, louis moran, registered financial planner
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My advocacy, part 1
I lectured at the Registered Financial Planner (RFP) Program last Saturday and the class and I had a nice discussion on the advocacy that I am into. In fact, I believe the class was more interested discussing my advocacy as … Continue reading
Posted in financial planning
Tagged all about money, chinkee tan, cito beltran, financial freedom, registered financial planner, RFP
2 Comments
Prepare the next generation
The future belongs to the next generation indeed.. but will they be prepared to face the real world? Victory Greenhills in cooperation with the Registered Financial Planner Institute (Philippines) gives you BLUE CHIP: Financial Literacy Program for the Youth! A 2-Day … Continue reading
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