How do you determine the right mutual funds for your clients? Marvin Fausto of COL Financial shares COL’s First Fund Supermarket where advisers use tools to determine the right funds for clients at the 4th Financial Advisors Congress Oct 17, 2015 email@example.com. Organized by the Registered Financial Planners of the Philippines.
do you want financial freedom? - Financial Freedom isn’t about luck, it’s about choice. And the choice is up to you.
SERVICE IS FOREVER – ARE YOU READY TO SERVE? - SERVICE IS FOREVER; ARE YOU READY TO SERVE? Joseph Tarrobal of Philstocks challenges financial advisers at the 4th Financial Advisors Congress Oct 17, 2015 firstname.lastname@example.org. Organized by the Registered Financial Planners of the Philippines.
INVEST IN MUTUAL FUNDS VIA 1ST FUND SUPERMARKET - How do you determine the right mutual funds for your clients? Marvin Fausto of COL Financial shares COL's First Fund Supermarket
PRESIDENTIAL ELECTIONS & THE STOCK MARKET CYCLES - Is it good to invest in stocks next year? Catch Stock market veteran Jonathan Ravelas talk how you can benefit from elections in stock market at 4th Financial Advisors Congress Oct 17 SMX Aura email@example.com Organized by the Registered Financial Planners of the Philippines.
ASSET ALLOCATION STRATEGIES THAT WORK - How do you allocate assets of your clients. Jorrit Koop of Carabao Capital shares the various strategies and steps on how to allocate the assets of your clients
CISI MEMBERSHIP: INVESTMENT IN YOURSELF - How will you stand out? Anton Mauricio explains why CISI membership is a compelling marker of professionalism in the financial services industry
RETIREMENT INCOME: MINIMIZE TAXES - How do you prepare for retirement? What taxes do you need to be aware of and how to minimize it the right way? Learn from Chartered Trust and Estate Planner (CTEP) Edgar Mendoza
BUILD WEALTH: INVEST IN REAL ESTATE - Is it still good to invest in real estate? Will there be supply glut in the condo market? Learn tips from David Leechiu
HOW TO IMPROVE SALES PRODUCTIVITY - Learn with Raymond Lim
MANAGERS CREATE HIGH PERFORMANCE CULTURE - How do you create high performance culture in your organization? Learn the techniques from Alex Araneta
HIGH NETWORTH CLIENTS WEALTH MANAGEMENT - What are the wealth management strategies for affluent families? Learn the tips and techniques from Rex Mendoza