Personal Financial Planning Workshop

Personal Financial Planning Workshop

Next Available Schedules

  • March 10, 2018 9:30 AM to 5:30 PM

Venue: B -Hotel Quezon City, 14 Scout Rallos, Laging Handa, Quezon City, Philippines, 1103 Metro Manila, Philippines View Map

Speaker: Maria Lourdes Macabasco-Yanuaria, CPA, CPP, RFP – Registered Financial Planner and Founder of MPM Consulting Services Inc.

It’s not how much you earn, it’s what you do with what you earn

Most of us work really hard and yet only few achieve financial security, stability and freedom. Is it because these few financially well off are smarter than the majority, or is it more of behavior and discipline?

Personal Financial Planning Workshop Objective

This personal financial planning workshop aims to educate and help individuals, in any walk of life, such as student, employee, business owner, professionals, OFW, housewife, etc., on how they can properly manage and grow their hard-earned income.

Who Should Attend

Personal Financial Planning Workshop is open and recommended to anyone like:

  • Student or newly grads who wants to have a good start in managing their income and finances;
  • Young professionals, employees or business owners who has a number of experience in their chosen field but still has not started in managing their income and finances;
  • People struggling in managing their income and finances and is looking for answers on how to fix it; and
  • People who are ready to change and improve their finances but don’t know where or how to start.

Personal Financial Planning Workshop Outline

  1. Introduction
  2. Financial Goal-setting
  3. Identifying Current Financial Status
  4. Creating a Financial Plan and/or Budget
  5. Review and Assessment of Performance
  6. Types of Investment

After the Personal Financial Planning Workshop

You’ll learn the following:

  • Life stages
  • Money habits
  • Creating personal balance sheet, income statement and cash flow
  • Creating financial plan and budget
  • Track and assess your actual performance versus the plan or budget
  • Different types of investment available depending on your risk profile

Registration Fee

P2,500.00 + 12% VAT for 1 day, inclusive of training materials, certificate of attendance, lunch and am/pm snacks but please bring your own calculator.

Register early and avail our 5% early registration discount. We accept credit card payments via paypal, or check and cash via bank deposit or we can pick it up from your office.

How to Register?

Seats are limited and made available on a first pay first serve basis. You may use the form below to register.

Register Here

Schedule (required)

Your Full Name (required)

Your Nickname

Your Email (required)

Mobile No. (required)


Meals are pre-ordered, if you have restrictions on certain foods like allergies or other medical reasons, please let us know below

Alternatively, you may also send your name, email, mobile/tel no., company to or via SMS to 09176243720.

For further inquiries please feel free to contact us.