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Personal Financial Planning Zoom Webinar

Personal Financial Planning Workshop

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Start preparing for a better financial future!

COVID-19 has brought a lot of changes in the way we do things, not only with health, business or economy, but also in our own personal lives. COVID-19 has caused increased in joblessness, businesses bankruptcy and closure that resulted to millions of people struggling financially.  The World Bank estimates based from its June 2020 Global Economic Prospect reports that  COVID-19 could push 71 – 100 million people into extreme poverty.

Now, more than ever, we see how vulnerable and unpredictable our world is.  Although many things are certainly beyond our control, financial wise, but we can do something to minimize the financial impact in our lives, and that’s by preparation, especially during prosperous times.

Personal financial planning is a way for us to prepare in this ever changing and unpredictable world. As we have experienced with COVID-19, anybody can lose their job or source of income suddenly in an instant, without warning. Those who were unprepared, were left struggling. While those who have prepared, have felt no or minimal impact.

Take action now and start preparing for a better and crisis-proof financial future.

Start learning the following:

  • Time Value of Money
  • Pay Yourself First
  • Money Habitude
  • Importance of Emergency Fund, Insurance and Diversified Investments
  • Identify risk and return
  • Track your cash inflows and outflows
  • Create an achievable financial plan

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

Testimonials

Some words from our participants.

It was a great experience. I wish I had access to this course years earlier.

Ms. Maria Alexis White

Thank you for this training. I learned a lot. I cannot retain all that I learned today because many things are new but the manuals, work sheets and suggested readings will help in the continuing education.

Ms. Jocelyn Q. Bae
Mindeus Enterprises

Registration Fee

Registration fee is only P840.00, inclusive of electronic training materials and certificate of participation.

How to Register?

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