Associate Financial Planner UAE 2017

By Randell Tiongson on August 8th, 2017

If you are a Filipino based in the UAE and you are serious with being a professional financial planner, it is time for you to be certified!

Since 2013 the AFP has been helping Filipino financial planners in the middle east improve their level of competency and professionalism.

The 2017 schedule will be this September 1 & 2, 2017 in Dubai, UAE.

Why the AFP?

Because of the increasing financial awareness and prosperity of many Filipinos, the demand for financial products and financial advisors has been growing through the years. However, while there have been many who claim to be financial advisors, there has been a need for certified advisors to be differentiate a properly trained advisor from one who is not.

This differentiation can be achieved by choosing to become an Associate Financial Planner (AFP®), a professional designation awarded by the Registered Financial Planners Philippines, the Philippine’s leading financial planning institute.

Become an Associate Financial Planner (AFP)®

The public is looking for a financial planner who has demonstrated a commitment to competency, and financial professionals want an established certification that will set them apart in the globally expanding financial planning profession. As an AFP®, you can energize and revitalize your career by leveraging the knowledge and prestige associated with one of the world’s most recognized financial planning certification.

Benefits of the AFP® Certification

– Immediate recognition from clients, peers and employers with AFP® designation after your name.

– Strict eligibility criteria mean only a selected few are privileged to hold this designation.

– Provides a good starting point for professional who have the necessary skills sets and knowledge in basic personal financial planning.

– Provides an interim designation while you are pursuing the Registered Financial Planner (RFP®) quantification in the future.

– Become part of the preeminent financial planning organization in the country, the Association of RFPs in the Philippines with numerous benefits, including access to technical sessions, events, seminars and conferences.

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What will be discussed during the AFP® Program?

  • Personal Finance Steps
  • Insurance Planning
  • Behavioral Finance
  • Investment Planning
  • Time Value of Money
  • Stock Market Investing

After completing the training program, a qualifying examination will be performed within 1 to 2 months after the program. Those who pass the exams can apply for membership to the AFP®

Who will be conducting the AFP® Program?

Randell Tiongson, RFP is the director of the Registered Financial Planner Philippines and has been engaged in the financial services industry for 3 decades. He is one of the most respected personal finance speaker and educator in the Philippines and has given over 1000 lectures & training on finance through the years. He is a columnist of the Philippine Daily Inquirer, best-selling author of 5 finance books.

Marvin Germo, RFP is the Philippine’s most in demand speaker and educator on stock market investing. He has given hundreds of seminars on investing in equities for Filipinos across the globe. He is frequently seen in Philippine media on the subject matter of investing and he is also a best-selling author of 5 books on investing and the stock market.

If you are interested to become an AFP®, please send an email [email protected] [email protected] or click HERE

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Finance events for Filipinos in Australia

By Randell Tiongson on July 29th, 2017

If you are a Filipino based in Australia, join me for my talks there this August 2017. I will have several talks in Canberra and Sydney.

My finance events are practical and easy to understand an apply. Although some of my events are sponsored, I am fully-independent and I do not sell any products. For this trip, all the events are for FREE! Details are in the posters.

CANBERRA Events

August 5, 2017 at Bowes Street, Canberra, ACT; Organized by the Philippine Embassy

Topic: Personal Finance

Contact: Nicole De Castro at [email protected]

August 6, 2017 at Hotel Realm, Canberra, ACT; Organized by Ayalaland

Topic: Wealth-building strategies

Contact: Killian Vea at [email protected] or +63 917 8551990 (Viber)

SYDNEY Events

August 12, 2017 at the Philippine Consulate General in Sydney, NSW; Organized by the Philippine Consulate

Topic: Personal Finance

August 13, 2017 at LaMesa Philippine Cuisine, Haymarket, Sydney, NSW; Organized by Ayalaland.

Topic: Wealth-building strategies

Contact: Killian Vea at [email protected] or +63 917 8551990 (Viber)

It’s time to build your wealth the right way! See you mates!

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My finance events in the UAE 2017

By Randell Tiongson on July 15th, 2017

Financial education remains to be the leading reason why Filipinos are more empowered today more than ever. BSP studies shows that savings and investment rates are substantially improving, particularly those of the Overseas Filipinos.

Since 2013, I have been coming in and out of the Middle East to conduct personal finance training to the Filipinos and it is really encouraging how exposure to financial literacy programs really change the lives of many. Here’s what they say:

Randell Tiongson is the glue that hold the personal finance world together, so to speak. He is pure inspiration to those who hear him and he has opened my eyes on how crucial it is to be financially free. The Lord delights in who he is.

Anna Lusterio, Commercial Officer, Dubai Cable

Listening to Randell’s talks made me appreciate God’s words through the bible even more. I discovered how practicable the principles found in the bible are about money and Randell incorporates those principles to each of his talks very well, which made the topics for me weightier. As a Certified Public Accountant, I really find myself amazed at how knowledgeable Randell is about personal finance, insurance and investments. The great thing about Randell is that when he talks, it is not all theories. He has done it and lived it. He walks the talk, which encourages me to apply the lessons I’ve learned to my own personal finance.

John T. Sola, CPA Audit Manager KPMG Lower Gulf

Coach Randell’s Talk helped me a lot in re-aligning my long term financial goals and personal money management strategies. His true passion and dedication towards his advocacy of educating more and more Filipinos about financial education, inspired me to follow the same vocation in helping fellow OFW’s especially in the Middle East.

Pablo Santos Jr., Sales & Marketing Manager, Sony Middle East and Africa FZE

Coach Randell’s seminars are highly recommended to all Filipinos who want to set their goals and develop their strategies when it comes to personal finance. His topics are clear, timely and relevant to every Filipino investor. He purely educates and does not have any ‘ulterior motive’ for his attendees to purchase any particular product.

Charry Dela Cruz – Roldan, Assistant Vice President, Bank J Safra Sarasin

How did the No Nonsense talks of Coach Randell impacted our lives? Simple. It reminded us that you write down your (financial) plans but at the end of the day, it is the Lord that gives you wealth and therefore, you ought to share it to others.

Bernard and Rhea Anduyon, #TrulyRichCouple and Filipino finance advocates in Doha

I have always known that part of my salary should be kept as savings, thinking that it would be enough to sustain my daily expenses when I retire. Attending coach Randell’s seminars taught me the system to map out a plan not only for retirement but a complete personal financial plan with specific strategies and measurable goals.

Rommel Mercaida, Senior Telecom Engineer, Ooredo

Attending seminars for personal finance and meeting Randell Tiongson has been a big help to OFW’s like me. It helped me handle my finances better and I learned the basic and essential matters before investing. His seminars made me realize that there are certain things you have to consider first like improving your cash flows, eliminating debts, protection from certain risks and establishing emergency funds. I also learned that there are other form of investment vehicles that you can invest your money in like mutual funds, stocks, bonds, VUL’s and real estate. I hope that a lot more OFW’s will have the knowledge on financial literacy so they can be empowered and will not be a victim of scams.

Melvin Manalastas, Accounting Executive, DMCC

This August and September 2017, I will be running 2 key of my signature programs in the UAE once more:

Retirement Planning: Learn how to properly prepare for your retirement. At the end of the full day workshop, you will be able to prepare a comprehensive retirement plan that is suited for you and a plan that really works. Find out how you can truly live a life of comfort & learn about the proper investments that is best suited for your needs objectively from two of the most recognizable finance advocates of the country.

My good friend Allan Miranda will be joining me to discuss business options that can be used to help build retirement funds and how to options on business venture to enter during retirement. Allan Miranda is one of the most visible Filipino business advocates based in Dubai.

Estate Planning: As you build your wealth, it is important to also prepare for its proper distribution eventually. How will the Philippine estate laws affect your wealth? What are the cost implication of transfers? What are the tools you can consider? As a bonus, I will also give a brief on the new tax reforms that will have an impact on estate taxation.

Abu Dhabi Run – August 25, 2017

Details and Registration via https://goo.gl/xK8hDq

Dubai Run – September 2, 2017

Details and Registration via https://goo.gl/1HaZkb

Attend my seminars and help me make you an empowered Filipino!

 

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