FINANCIAL EDUCATION TRAINING

FINANCIAL EDUCATION TRAINING:

This life changing training program provides an interactive approach to every participant. Its comprehensive modules allow the participant to check and analyze their current financial conditions. We provide practical approach workshops to determine your financial goals and guide you on the necessary steps in order to achieve it.

WORKSHOP OUTLINE:

Series 1:  Financial Solutions/ Wealth Management  

This series is designed to provide a simple, clear, comprehensive and practical approach to Personal Financial Planning. It presents the vital concepts and principles necessary for anyone desiring to get out of debt and build wealth for his/ her family.

- The Six (6) Steps to Financial Independence

- The Blueprint of Financial Planning

- The Rat Race Cycle: The Reason Why Most People Struggle   Financially

- Debt: Friend or Foe?

- How to Increase Cash Flow

- How Money Works

- The Wealth Formula

- The Rule of 72: The Power of Compounding Interest

- Fundamentals of Investments

- Putting the Allies of Wealth to work for you

- Overcoming the Enemies of Wealth

- The Different Sources of Passive Income

- How to Build a Solid Financial Foundation

Series 2:Finance 101 

A more intensive and powerful discussion of wealth-building and wealth-protection principles, this series focuses on how one can truly build a solid financial foundation. It presents the different investment options one could undertake to build wealth. It also reveals the Secret of the Financial Industry- things you ought to know.

- Building a Solid Financial Foundation

- Rules in Investing

- Different Investment Vehicles

- Mutual Fund vs. Investing in Stocks

- Investment Strategies: How to Minimize the Risk and Maximize Profits

- Money Cost Averaging

- Diversification and Asset Allocations

- Retirement Strategies

- Providing Proper Protection for Families        

Series 3: Financial Planning and Management Workshop  

A higher level learning, this seminar will guide you in planning your financial future. It will help you realize your current financial position, set goals, and create a concrete plan to achieve your family’s financial objectives.

- Financial Goal-setting, Coaching and Mentoring

- Financial Check-up and Needs Analysis

- Starting Your Personal Financial Strategy

- Debt Management: How to Escape the Grip of Debt

- Fortune from Small Change: The Investible Fund

- Statement of Income and Expenses

- Statement of Assets and Liabilities

- Estate Preservation

Series 4:  Creating Multiple Passive Income Streams 

This series provides a powerful approach on how to get started building multiple streams of passive income.

- The Different Sources of Passive Income

- Active vs. Passive Income:Three (3) Kinds of People and How They  Make Money

- Creating Multiple Passive Income Streams

- Becoming Your Own Financial Expert/ Bypass the Middleman

- New Concepts of Making Good Money                   

 “Learn new concepts and strategies and start a personalized goal and action steps to achieve  financial freedom”.

For details please contact:

Michael D. Manayaga

Associate, Wealth Academy

Ayala FGU bdg, 6th floor, suite 605,606

Cebu Business Park , Cebu City