The proven specialized program that enables and empowers financial advisors to be the best in their field is back this June 2023!

Financial advisory is a very challenging profession and it is crucial that financial advisors must undergo constant and comprehensive training.

My Master Class for Financial Advisors is a proven training and re-tooling program specifically designed for financial advisors. It is a 10-session program that will help a financial advisor surpass most challenges he or she is facing today. The program is as follows:

Session 1: Introduction (The need to be a better advisor) and Behavioral Finance
Session 2: Strengths Finder for Sales Professionals (with Val Baguios)
Session 3: Investments and Investments Planning
Session 4: Introduction to Stock Market (with Marvin Germo)
Session 5: Macroeconomics for Investors (with Dr. Alvin Ang)
Session 6: Insurance Planning
Session 7: Digital Presentation Skills
Session 8: Personal Branding
Session 9: Social Media Marketing & Content Creation (with Garett & Anne Maralit)
Session 10: Building a Successful Financial Advisory Business (with Rex Mendoza)

It is a privilege to be able to enlist the leading thought leaders of their field to help me run this master class. Joining me for this empowering program are Internationally certified strengths coach Val Baguios; leading economist Dr. Alvin Ang of the Ateneo; leading stock market advocate and influencer Marvin Germo; co-founders of the The Bright Millennial (a social media group with 300,000 follower), Garett and Anne Maralit; and the mentor of mentors, leading finance and investment expert Rex Mendoza.

All Master Class session will be on-line (via Zoom) and will run from 7:00pm to 9:00pm every Monday, Wednesday and Friday (see poster for schedule).

The learning fee for all the 10 game changing sessions is only P6,000.00, unbelievable value for a master class such as this. An early bird rate of only P3,500.00 will be available if you will register and pay by April 21, 2023. A discounted rate of P4,500.00 will be the rate if you register and pay from April 22 to May 15, 2023. The regular rate of P6,000.00 will be the rate for registration and payments from May 16, 2023 onwards.

Completion of this Master Class can qualify you to earn the designation of Associate Financial Planner (AFP), conferred by the Registered Financial Planner Institute.

To register for the Master Class, click HERE.

Register and pay early to avail the special discounted rates!

It’s time to level-up your financial advisory business! Join this Master Class.