Learning Event: "Financial Literacy and Discipline"

Everyone goes through financial rough times, some inevitable, some brought about by the lack of knowledge on how to handle money. How can this be done most effectively? What are the best practices for budgeting, handling expenses, and ensuring that you can face the future without fear of financial problems? How can you make informed decisions and mitigate financial risks? Equip yourself with the values of financial discipline. Schedule a seminar with us now and keep the rough times at bay.

Objectives

- To define financial terms and concepts needed to manage personal finances

- To create a realistic budget given income, needs, and lifestyle

- To identify opportunities for maximizing financial windfall

Topics

- Financial Literacy

- Budgeting Workshop

- Basics of Investing

- TVM (Time Value of Money) Exercise

About the Trainer:

Falermo Delos Reyes, RFC - "Ray" is a registered financial consultant and healthcare consultant with over 20 years of professional work and managerial experience. He is currently a Unit Manager of Ultima Insurance Agency (UIA), and Consultant at Manulife Phils. (financial) and Maxicare Philippines (healthcare). He is affiliated with the International Association of Registered Financial Consultants (IARFC)​. Likewise an accredited member of the Kapisanan ng mga Brodkaster ng Pilipinas (KBP) under radio station DYRF. He is a Mentor at the University of San Carlos, Cebu SBE CSE Program. He has conducted financial literacy seminars and motivational training for company employees and organizations with focus on goal-setting, time management, prioritization, etc.