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Tag Archives: registered financial planner
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
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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
What is a financial planner, part 1
Taken from my column at the Business Mirror In 2005, I was approached to help established the Registered Financial Planner Institute in the Philippines. I immediately agreed to be a core part of this endeavor because I felt the financial-services … Continue reading
Posted in Random Remarks
Tagged financial planner, financial planning, registered financial planner
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