INVESTMENT SCAMPROOF


Live interview of seasoned local investor, Kit Guerrero about how to watch out for scams. He believes that rock-solid knowledge of the four legitimate asset categories and being up-to-date with current business developments are keys to becoming investment scam-proof.

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cfa head shares financial wellness (9/14/2015) - April Tan, Chartered Financial Analysts PHILIPPINES President from the COL Financial Group, Inc. shared tips on how to become and remain financially fit. Q&A session moderated by Rose Fres Fausto
CFA: GLOBAL PASSPORT TO FINANCE INDUSTRY (9/15/2015) - Robert Ramos, CFA PHILIPPINES VP for Continuing Education, Asset manager Unionbank of the Philippines shared his journey in obtaining his CFA charter and the benefits he derived from having one
CHARTERED FINANCIAL ANALYSTS TALK R & R (9/15/2015) - Marvin Fausto from the COL Financial Group, Inc., Michaelangelo Oyson, CFA from BPI Securities and Mr. Fernand Tansingco, CFA from Metrobank talked about the return potential and the risks in these different financial products at the 2nd Philippine Junior Finance and Investment Summit.
COMPOUND INTEREST 8TH WONDER OF THE WORLD (9/19/2015) - Neil Grover, CFA Institute Asia Pacific Head of Education quotes Albert Einstein in setting the tone of the 2nd Philippine Junior Finance and Investment Summit: "Compound interest is the eight wonder of the world. Those who understand it earn it; those who don't pay it."
FINANCIAL ANALYST CLARIFIES CLARITAS (9/14/2015) - Richard McGillivray, Director of Institutional Partnership of the CFA Institute Asia Pacific discussed the Claritas program ‬
FINANCIAL ANALYSTS SHARE CAREER SUCCESS (9/16/2015) - Following the 2008 global financial crisis, many people have been questioning whether pursuing a career in Finance is a wise decision.
IS RP ECONOMY ENTERING ITS GOLDEN AGE? (9/15/2015) - Expert discusses why our economy is experiencing significant advancement and how government is ensuring sustainable development.
Learn from his two decades experience as financial analyst and business owner. Andrew has created a simple, easy to understand, comprehensive way to get any management team focused on the financial measures that matter. Andrew Stotz, CFA has lived in Thailand since 1992 and has been a university lecturer and equity analyst since 1993. He graduated with a BS. in finance and an MBA from California State University. Andrew was a strategist for Maybank Kim Eng Securities (Thailand) and previously was the head of research at CLSA Thailand. As a stock market analyst since 1993 Andrew has written thousands of pages of equity strategy and company research. He has spent the last six years managing research teams in Thailand and has written strategy regularly during that time. He was voted #1 analyst in Thailand in the Asiamoney Brokers Poll 2009 and 2008 and also was voted #1 analyst in Thailand in the 2009 Institutional Investor Magazine All-Asia Research Team Report. Meanwhile his research team at CLSA Thailand was voted number one in both of the above surveys and also in the 2009 Greenwich client survey. Andrew has been a part time lecturer in finance for 19 years at various universities in Thailand. Additionally he is vice president of the CFA Society of Thailand. Andrew is the finance director and co-owner of CoffeeWorks Co. Ltd., Thailand’s leading specialty coffee roaster since 1995. Make My company financially world class (8/15/2016) - If you want to Make Your Company Financially World Class, attend The Society Events' seminar by Mr. Andrew Stotz, Ph.D, CFA CEO, September 28-29, 2016 l 9:00 a.m. - 4:00 p.m. Holiday Inn Manila Galleria
Got questions about the stock market, trends, or stock picks? Join COL Financial Group, Inc.LIVE TWEET SESSION WITH head of research April Lee Tan August 31, 2016 3:30 to 4:30 pm Wednesday questions: stock Market, trends, picks? (8/27/2016) - Join COL Financial Group, Inc. LIVE TWEET SESSION WITH head of research April Lee Tan
STANDOUT IN THE FINANCE JOB MARKET (9/14/2015) - It is extremely difficult to get a job which fits one’s skill set today. Hence, it is very important to be able to be noticeable in the current competitive finance job market. Mr. Yung Mi Chin from Viventis Search Asia shared tips on how to do just that. ‪

PRACTICAL WIDOWS’ SPENDING PLAN


LAURA felt something unusual in the behavior of her husband as he seemed restless. It turned out that Brent was having breathing difficulties so he was rushed to the nearest hospital. Upon diagnosis and further laboratory tests, he was recommended for heart bypass operation.

Brent stayed in the hospital for one month and three weeks but was not able to survive the quadruple bypass operations due to complications despite having a team of 17 specialist doctors around him. The bill reached several millions of pesos. He was finally laid to rest a few days ago and left four young kids. How will a bereaved widow like Laura, cope with the financial consequences of losing a spouse?

PRACTICAL WIDOWS' SPENDING PLAN LAURA felt something unusual in the behavior of her husband as he seemed restless. It turned out that Brent was having breathing difficulties so he was rushed to the nearest hospital. Upon diagnosis and further laboratory tests, he was recommended for heart bypass operation. Brent stayed in the hospital for one month and three weeks but was not able to survive the quadruple bypass operations due to complications despite having a team of 17 specialist doctors around him. The bill reached several millions of pesos. He was finally laid to rest a few days ago and left four young kids. How will a bereaved widow like Laura, cope with the financial consequences of losing a spouse? Arlyn Cheng, registered financial planner of RFP Philippines and Philam Life Advisor advised in the Business Mirror that Arlyn Cheng, registered financial planner of RFP Philippines and Philam Life Advisor advised in the Business Mirror that

“after settling the final expenses, delving into melancholy mood for a period of time, the widow will eventually have to move on to a new phase of her life as a single parent and to manage expenses, the most practical thing to do is to come up with a spending plan.”

READ FROM THE ORIGINAL ARTICLE “DO YOU HAVE A SPENDING PLAN? PRACTICAL WIDOWS' SPENDING PLAN LAURA felt something unusual in the behavior of her husband as he seemed restless. It turned out that Brent was having breathing difficulties so he was rushed to the nearest hospital. Upon diagnosis and further laboratory tests, he was recommended for heart bypass operation. Brent stayed in the hospital for one month and three weeks but was not able to survive the quadruple bypass operations due to complications despite having a team of 17 specialist doctors around him. The bill reached several millions of pesos. He was finally laid to rest a few days ago and left four young kids. How will a bereaved widow like Laura, cope with the financial consequences of losing a spouse? Arlyn Cheng, registered financial planner of RFP Philippines and Philam Life Advisor advised in the Business Mirror that

Another reliable Financial Adviser is Aning Briones whom you may contact for inquiries

 

cfa head shares financial wellness


A financial fitness program involves knowing how to acquire, keep and continue to produce funds enough to be able to sustain one’s standard of living.

Ms. April Tan, Chartered Financial Analysts PHILIPPINES President from the COL Financial Group, Inc. shared tips on how to become and remain financially fit.

Q&A session moderated by Rose Fres Fausto  ‪#‎jrfinancesummit2‬

cfa head shares financial wellness (9/14/2015) - April Tan, Chartered Financial Analysts PHILIPPINES President from the COL Financial Group, Inc. shared tips on how to become and remain financially fit. Q&A session moderated by Rose Fres Fausto
CFA: GLOBAL PASSPORT TO FINANCE INDUSTRY (9/15/2015) - Robert Ramos, CFA PHILIPPINES VP for Continuing Education, Asset manager Unionbank of the Philippines shared his journey in obtaining his CFA charter and the benefits he derived from having one
CHARTERED FINANCIAL ANALYSTS TALK R & R (9/15/2015) - Marvin Fausto from the COL Financial Group, Inc., Michaelangelo Oyson, CFA from BPI Securities and Mr. Fernand Tansingco, CFA from Metrobank talked about the return potential and the risks in these different financial products at the 2nd Philippine Junior Finance and Investment Summit.
COMPOUND INTEREST 8TH WONDER OF THE WORLD (9/19/2015) - Neil Grover, CFA Institute Asia Pacific Head of Education quotes Albert Einstein in setting the tone of the 2nd Philippine Junior Finance and Investment Summit: "Compound interest is the eight wonder of the world. Those who understand it earn it; those who don't pay it."
FINANCIAL ANALYST CLARIFIES CLARITAS (9/14/2015) - Richard McGillivray, Director of Institutional Partnership of the CFA Institute Asia Pacific discussed the Claritas program ‬
FINANCIAL ANALYSTS SHARE CAREER SUCCESS (9/16/2015) - Following the 2008 global financial crisis, many people have been questioning whether pursuing a career in Finance is a wise decision.
IS RP ECONOMY ENTERING ITS GOLDEN AGE? (9/15/2015) - Expert discusses why our economy is experiencing significant advancement and how government is ensuring sustainable development.
Learn from his two decades experience as financial analyst and business owner. Andrew has created a simple, easy to understand, comprehensive way to get any management team focused on the financial measures that matter. Andrew Stotz, CFA has lived in Thailand since 1992 and has been a university lecturer and equity analyst since 1993. He graduated with a BS. in finance and an MBA from California State University. Andrew was a strategist for Maybank Kim Eng Securities (Thailand) and previously was the head of research at CLSA Thailand. As a stock market analyst since 1993 Andrew has written thousands of pages of equity strategy and company research. He has spent the last six years managing research teams in Thailand and has written strategy regularly during that time. He was voted #1 analyst in Thailand in the Asiamoney Brokers Poll 2009 and 2008 and also was voted #1 analyst in Thailand in the 2009 Institutional Investor Magazine All-Asia Research Team Report. Meanwhile his research team at CLSA Thailand was voted number one in both of the above surveys and also in the 2009 Greenwich client survey. Andrew has been a part time lecturer in finance for 19 years at various universities in Thailand. Additionally he is vice president of the CFA Society of Thailand. Andrew is the finance director and co-owner of CoffeeWorks Co. Ltd., Thailand’s leading specialty coffee roaster since 1995. Make My company financially world class (8/15/2016) - If you want to Make Your Company Financially World Class, attend The Society Events' seminar by Mr. Andrew Stotz, Ph.D, CFA CEO, September 28-29, 2016 l 9:00 a.m. - 4:00 p.m. Holiday Inn Manila Galleria
Got questions about the stock market, trends, or stock picks? Join COL Financial Group, Inc.LIVE TWEET SESSION WITH head of research April Lee Tan August 31, 2016 3:30 to 4:30 pm Wednesday questions: stock Market, trends, picks? (8/27/2016) - Join COL Financial Group, Inc. LIVE TWEET SESSION WITH head of research April Lee Tan
STANDOUT IN THE FINANCE JOB MARKET (9/14/2015) - It is extremely difficult to get a job which fits one’s skill set today. Hence, it is very important to be able to be noticeable in the current competitive finance job market. Mr. Yung Mi Chin from Viventis Search Asia shared tips on how to do just that. ‪