Be the best financial planner you can ever be by attending the Financial Planner's Training of the Personal Finance Advisers (PFA) that leads to the globally recognized certification, Associate Financial Planner (AFP®).
• Produce financial planning solutions in seconds with MS Excel. • Understand the psychology behind personal finance through behavioral economics. • Present comprehensive solutions through estate planning. • "Laymanize" portfolio management. • Apply time value of money to daily living. • Put them all together in a comprehensive financial plan, inclusive of an investment policy statement.
The next 3.5-day training will be from August 5-8, 2015 at Lispher Inn, 13 Juna Avenue, Juna Subdivision, Matina, Davao City. The knowledge investment (KI) is only Php12,000 + VAT if you pay on or before July 22, 2015. The regular rate is Php15,000 + VAT. If you bring in five (5) paying attendees, you get one (1) additional slot for FREE. We do not allow cross referrals.
There is a 25-question exam towards the end of the training. The test is all about financial planning ethics, easy enough that we do not even provide a review. The questions are all about putting the customer first.
An AFP® Certificate and ID will be awarded by the Registered Financial Planner (RFP®) Philippines to those who pass the exam before the close of the training program.
Both the AFP® and the RFP® programs train financial planners with a curriculum aligned with the Financial Planning Standards Board (FPSB) of the United States of America. The FPSB is the standard setting body of financial planners representing over 60 countries around the world. The AFP® certification is designed for professionals who are not yet ready to become full-fledged financial planners and serves as stepping stone to becoming an RFP® The Benefits of becoming AFP® are: · the ability to carry the AFP® credential in the business card · the ability to leverage on the knowledge and prestige that comes with a globally recognized financial planning certification · a dry-sealed certificate and official AFP® designation issued by RFP® Philippines · discounts of up to 50% on seminars and training programs accredited by RFP® Philippines · the invitations to attend Financial Planning Clinics and RFP® Forums · advanced entry and discount with credits to the RFP® certification program There are over 100,000 AFP® professionals around the world. Due to differences in local laws and practices, there is no mutual recognition among countries. Instead, partial exemptions are provided for basic financial planning skills and knowledge already attained. AFP® professionals from Philippines can avail course exemptions when applying for certification in other countries.
To register, please deposit your appropriate KI + VAT to BPI Katipunan S/A# 3089-1535-72 under the name Efren L. Cruz. Then please email a copy of the deposit slip to email@example.com with your full name and mobile number indicated. We shall confirm your registration ASAP and issue the corresponding O.R.
After the training, you will already be empowered to provide comprehensive financial plans that go from Php5k to Php10k each. Your initial KI will therefore have a short payback period.
And if you are a financial products seller, you will find it a lot easier to sell them after you provide your prospects objective financial plans.
This program earns ten (10) continuing professional education (CPE) credits for RFPs.
For other details, please contact PFA through firstname.lastname@example.org or 0917-505-0709.