Personal Finance Management

About the Webinar

Overview

Managing your finances is an important skill in life. A skill that can help you save money, fund for any emergencies and upcoming expenses, and achieve your short-term and long-term financial goals. This online training is designed to provide you an introduction to that financial skill.
 
Topics include the four (4) elements to managing your money effectively through your earning, spending, saving, and investing. You will also learn to define your own financial goals and objectives while discussing the concepts, investment vehicles with corresponding risks and returns, tools, and techniques that can be applied in helping reach those goals.
 
This training is interactive, with activities, and provides a unique and exciting module to this course. It presents real-world scenarios where financial decisions must be made.

Objectives

At the end of this training, participants will be able to:

● understand the four (4) elements to managing your money effectively through your earning, spending, saving, and investing.
● analyze the costs and benefits of personal financial choices.
● define personal financial goals and objectives and utilizing the concepts, investment vehicles with corresponding risks and returns, tools, and techniques in personal finance.

Who Should Participate

● This online training is for college students, starting to work, young adults, and anybody who is interested in learning the introduction to personal financial planning.

Key Topics

I. Six (6) Personal Well-Beings and Their Importance: Physical, Emotional, Intellectual, Social, Spiritual, and Financial
 
II. Consequences of Poor Personal Finance and Benefits of Personal Finance
 
III. Your Net Worth
 
IV. Four (4) Elements to Managing Money Effectively: Earning (Income), Spending (Budgeting and Tools), Savings (Checking and Savings Account), and Investing
 
V. Personal Investment Vehicles: Real Estate, Gold/Jewelries, Insurances, and Bonds / Stocks / Mutual Fund
 
VI. Investment Risk Preferences and Returns

Schedule: Click to view BusinessCoach Seminar Schedule »

Duration

3 hours (via ZOOM)

Requirements

• Mobile phone, tablet, computer or laptop
• Download free ZOOM app
• Internet connection
• Good audio connection

 Personal Finance Management

Registration Details

Webinar Fee

Php 1,750.00 per participant (inclusive of e-Handouts and e-Certificate) to be paid at least 3 banking days before the event

Reservation

Please call to register, or you may download our registration form. Kindly fill-out and send to us through fax (8727.88.60) or email. You will receive a confirmation within 48 hours.

Mode of Payment

Deposit/Transfer cash payment to Banco de Oro:

• Savings Account Name: BUSINESSCOACH, INC.
• Savings Account Number: 00235-003-71-22

Kindly email deposit slip or screen capture of payment details (indicate name of participant and seminar title) to confirm reservation.

Note

Schedule may change without prior notice. Please call to confirm. BusinessCoach, Inc. is not liable for any expense incurred by seminar registrant resulting from cancellation of any of its events.

Contact Details

Contact Numbers

Please call (632) 8727.88.60, (632) 8727.56.28, (632) 8569.78.84 or (632) 8569.46.90 or call/text mobile numbers 0915.205.0133 / 0908.342.3162 / 0926.622.0768 / 0933.584.7266

Inquiries

For other inquiries, you may also leave a message in our contact form »a

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