If you already know some of the basics of investing but want to get more into the details of what bonds, stocks, and funds to invest in, why not attend MoneySense Live – Where to Invest in 2014?Learning Curve has partnered with MoneySense, the only personal finance magazine in the Philippines, to run a series of seminars and workshops entitled MoneySense Live! These are back-to-back half-day seminar-workshops that will not only teach you the right money concepts but also help you come up with your own financial or investment plan. So at the end of the day, you don’t just gain new knowledge, you can apply what you have learned right away!
Who Should Attend
MoneySense Live – Investing 101 is designed for novice investors who want to know more about how to invest in bonds, stocks, and funds. These include:
- Entrepreneurs and small business owners
- Corporate executives and managers
- Professionals like doctors, lawyers, engineers, etc.
- Supervisors and staff-level employees
- Parents and homemakers
- Students and faculty members
Why You Should Attend
Attend MoneySense Live – Where to Invest in 2014 so you can:
- Learn about fixed income and equity instruments so you know how to incorporate them into your investment portfolio.
- Determine the price, cost, and return of fixed income and equity instruments in order for you to make better investment decisions.
- Find out how and where to buy fixed income and equity instruments to help you get started.
- Use the tools to select which bonds and stocks to buy and when to buy them.
What You Will Learn
MoneySense Live – Where to Invest in 2014 is divided into two modules that blend theory and practice:MODULE 1: FIXED INCOME MARKETA. THE CONCEPTS
- What are fixed income instruments
- Pros and cons of fixed income instruments
- How to earn money from fixed income instruments
- Price, interest rate, maturity, and yield
- How to compute returns
- Time deposits, SDAs, and LTNCDs
- T-bills, Treasury bonds, and RTBs
- Corporate bonds
B. THE STRATEGIES
- Assessing risks and returns
- Go short, medium, or long-term
- Understanding the impact of interest rates on bond prices
- When to buy bonds
- Some examples of government and corporate bonds
- Outlook on interest rates and the bond market
- Bonds vs. bond funds
- How and where to open an account
MODULE 2: EQUITIES MARKET
A. THE CONCEPTS
- What are equities
- Pros and cons of equities
- Private equity vs. publicly listed stocks
- The Philippine stock market
- The PSEi and various sectors
- How to make money from equities
B. THE STRATEGIES
- Small cap vs. mid-cap vs. large cap
- Blue chips vs. second liners vs. speculative stocks
- Growth vs. value vs. income strategy
- Fundamental vs. technical analysis
- How to choose the right stock to buy
- Determining the right price for a stock
- When to buy a stock
- When to sell a stock
- Outlook on the stock market
- Stocks vs. stock funds
- Investing in ETFs
- How and where to open an account
Who Will Teach You
Ricky So, CIS, RFP®
Ricky So, CIS, RFP® has 25 years of experience in the financial services industry. He is currently an Independent Financial Adviser at Rampver Strategic Advisors. Prior to this, he held various positions at Philam Asset Management, Inc., the last of which was SAVP, Head of Training. Ricky was a Portfolio Manager at Queensland Tokyo Commodities, Areas Sales Supervisor at CIGNA Worldwide, Sales Department Head at Imperial Commodities, and an Account Executive at Onapal Philippine Commodities.
Ricky is very active in the financial services community, using his expertise in training financial professionals. Most recently, he is a Lecturer on Managing Equity Portfolio for the Chartered Wealth Manager(CWM®) Program, Training Faculty for RFP Philippines, Portfolio Management Lecturer for AIM-EXCELL Strategic Investmet Management Program, Stock Market & Technical Analysis Lecturer of Global Investor’s Center Philippines, Founder and Facilitator of PAMI Investment Clubs, Lecturer at the Investment Company Representative Certification Seminar.
A BS Accounting graduate of Lyceum Northwestern University, and with earned units at the Ateneo Graduate School of Business, Ricky is also an SEC-licensed Commodity Futures and Forex Solicitor, SEC Certified Investment Solicitor (CIS), SEC Certified Securities Representative Eligible, and Registered Financial Planner (RFP®).
Kendrick Chua, CWM, RFP®
Kendrick Chua’s career as a Financial Adviser for Sun Life of Canada led him to be an advocate of financial independence. Hence, he has established himself as The Binondo Economist and maintains a blog where he writes about the money and business management principles of the Chinese. He contributes for different publications including: MoneySense, Business Mirror, China Business, Entrepreneur, Tulay and Moms. He is a Registered Financial Planner and Certified Investment Consultant. Kendrick also holds financial literacy seminars for those who are willing to achieve financial independence. He has been a guest for different TV programs including The SME Forum, On the Money and Bottomline. Ken is also a host of CHInoy TV.
Sponsored By
Supported By
Date and Venue
January 11, 2014, 3:00pm-6:30pm | Megatrade Conference Center, 5/F Bldg. B, SM Megamall, Ortigas Center, Mandaluyong City
Workshop Fee
- Pre-Registered: P1,000 + VAT (until March 10)
- Regular/Walk-in Rate: P1,500 + VAT
Sponsorships and special rates for block seats are also available. Contact us at 696-6981, 570-7506, or 514-9276for more info.
