If you haven't invested at all or have just started to invest, why not invest in your own financial education? This way, you avoid making investment mistakes that will cost you money. We believe that an educated investor will be a successful investor. If you make investment decisions based on a solid and sound financial foundation, then you will avoid buying the hottest stock your cousin told you about or fall for the latest pyramid scam. And if you have been socking away your hard-earned money in bank deposits, you will realize you are actually losing money.
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!
Our first seminar-workshop is Investing 101. The regular fee is only P1,500+VAT but for the first 20 Learning Curve customers who sign up and pay, you only need to pay P500+VAT. It's first come-first served!
Who Should Attend
MoneySense Live - Investing 101 is designed for beginning investors who want a good foundation on investment concepts and who want to start or fine-tune their own investment plan. 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 - Investing 101 so you can:
Get a sound foundation on the concepts and principles of investing to help you become a more discerning investor.
Understand the different asset classes for investing so you know better where to put your money.
Compute returns, future values, and other key numbers in order for you to know if you're buying and selling at the right price.
Develop an investment portfolio so you can start applying what you will learn right after the workshop.
What You Will Learn
MoneySense Live - Investing 101 is divided into two modules that blend theory and practice:
MODULE 1: THE CONCEPTS
A. What is investing?
Gambling vs. investing
Scams vs. investing
Saving vs. investing
The real definition of investing
B. Why invest?
Time value of money
Inflation rate and purchasing power
Bank deposits vs. investments
The power of compounding
What to do first before investing
C. How to invest?
Setting your investment objectives
Short, medium, and long-term investment horizon
Matching goals and investment horizons
Risks vs. rewards
Understanding your risk tolerance
D. What to invest in?
Types of investments
Historical rates of return
Pros and cons of each asset class
MODULE 2: THE STRATEGIES
A. How much to invest?
Based on income
Based on objectives
Lump sum vs. periodic
B. How to compute cost and returns?
Computing fees and taxes
Determiing rate of return
Calculating ROI
Present value and future value
How to compute future value
Number of years to reach your goal
How much to invest to reach your goal
C. When to invest?
Passive vs. active management
Timing the market
Peso cost averaging
D. How to make your investment portfolio?
Importance of diversification
Diversify across and within asset classes
Developing a diversified portfolio
Creating your investment plan
Asset allocation and rebalancing
Date and Venue
January 11, 2014, 10:30am-2:30pm | Megatrade Conference Center, 5/F Bldg. B, SM Megamall, Ortigas Center, Mandaluyong City
Workshop Fee
Learning Curve Customer Rate: P500 + VAT (first 20 paid participants only)
Regular Rate: P1,500 + VAT
Sponsorships and special rates for block seats are also available. Contact us at 696-6981, 570-7506, or 514-9276 for more info.
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