Join us and be an International Registered Financial Consultant

Start a Financial Planning Practice

Ralph Liew, Dip Ed, RFC, CWM, MFP, studied agency management at LIMRA School of Agency Management, Dallas, Texas, and management in the College of Insurance, USA. An insurance veteran, who developed million dollar agencies in Malaysia, Hong Kong and Indonesia. Was Business Development, Marketing, VP Director of Agencies in AIG companies for 28 years. Joined Kuok Group Insurance Divisions to expand its Asia Pacific business holding “C” positions for 10 years. Was founder director of Taishan Insurance Brokers, KRM Reinsurance Brokers and Generali Filipinas Life. Established IARFC Thailand in 2006, IARFC India in 2008. Received the Loren Dunton Award- International from IARFC, USA for substantial contributions to the local financial planning industry. Known as the father of financial planning in the Philippines, an entrepreneur, trainer, coach passionate about training and education.

Mission: Alleviation of poverty through financial literacy through RFCs.

Who should attend:
-Financial Advisers
-Financial Planners
-Registered Financial Consultants

Keys to Learning:
-Types of Business structures for Financial Planners
-IARFC Financial Planning
- Financial plans, files, documents
-Know Your Clients, Fee structures
-Getting started in your office
-Printed matter, stationery, name card
-Promotion, website, branding

Register with ARLENE M. BAGUYO at IARFC Philippines Inc.
Unit 301 Greenbelt Mansion 106 Perea St. Legaspi Village Makati City, Philippines
Date: 10th September 2015 Time: 9:00am-5:00pm Venue: Makati Sports Club
Investment Fee: RFC Members P 3,500, Non-RFC Members P 4,500
Tel: (632) 840-0630/ (632) 982-2956
Email: [email protected]

http://iarfcphils.org/upcoming-events/item/93-start-a-financial-planning-practice

Start A Financial Planning Practice Start a Financial Planning Practice

75th BATCH- PLATINUM SPECIAL COURSE BENEFITS:
(July 6-11, 2015 @ Y2 Residence Hotel)

5 DAYS FAST TRACK RFC COURSE PLUS 1 DAY
ESTATE PLANNING FOR REGISTERED ESTATE
PLANNER (REP) DESIGNATION. COURSE FEE
Php 37,000 (VAT inclusive)
- DOUBLE DESIGNATIONS in 6 DAYS! - RFC & REP
- REP Designation is from IARFC- ASIA
- Inactive RFC’s can become a Registered Estate
Planner (REP) by attending 1 day lecture on Estate
Planning, pass the exam & pay $50 Annual Membership
Fee. Course fee Php 5,000 (VAT inclusive) plus paying
1 year RFC Membership Fee of $100 to become current.

Who Should Attend:
- Life Insurance Agents
- Mutual Funds Agents
- Trustees
- Financial Planners, RFCs
- Stock Brokers
- Accountants
- Lawyers
- Fund Manager
- Wealth Managers
- Private Bankers
- Real Estate Agents

REQUIREMENTS TO TAKE THE RFC & REP:
- Degree in finance with strong emphasis on subjects related to economics, accounting, business, statistics, banking, insurance, finance and similar studies: and/or have earned one of the following professional degrees or designations: CFA, CFP, ChFC, CLU, CPA, LLB, MDRT, LUTCF, MBA, DBA
- Sound business integrity, no suspensions or revocation of any professional licences.

For other inquiries contact us at:
IARFC PHILS. INC
Unit 301 Greenbelt Mansion 106 Perea St.
Legazpi Village, Makati City, Philippines
Tel no. : (02) 840-0630 / (02) 892-2956
Mobile no. : (632) 917-6457846
Email add: [email protected]

http://iarfcphils.org/upcoming-events/item/91-75th-batch-iarfc-course

Become a Chartered Wealth Manager Manage Wealth of High Net Worth Individuals

Course Overview:

*This program is designed to enhance your careers. It is light on a theory, heavy on results, practical and pragmatic, a true practitioner’s requirement.

*The CWM focuses on developing relationship with HNWI, sales, wealth advisory and core financial planning skills to equip Wealth Managers with global best practices.

Who should attend?

*Wealth Managers, Private Bankers, Financial Advisers, Financial Planners.

*Professionals directly responsible for advising HNWI clients.

Click to register at IARFC Philippines Inc.

Unit 301 Greenbelt mansion 106 Perea St., Legazpi Village,

Makati City, Philippines

Tel: (632) 840-0630/ (632) 892-2956

Email: [email protected]

Certification of CWM brought to you by IARFC Philippines in conjunction with Momenta from the American Academy of Financial Management :

Know more at http://iarfcphils.org/upcoming-events/item/90-become-a-chartered-wealth-manager

Become a Chartered Wealth Manager Become a Chartered Wealth Manager Manage Wealth of High Net Worth Individuals Course Overview: *This program is designed to enhance your careers. It i...

ANALYZING FUNDS

CHRIS GAN, MCM, BA Com (Hon), Executive Vice President, SGPMX Pte Ltd, is a lecturer, author of 4 books, has years of experience in wealth management, investment, investment analysis, corporate consultant and precious metal investing. He created the gold investment account (GIA) for his former bank. He lectured on investments and finance at two established universities in New Zealand and Australia. A regular columnist for Edge’s Personal Money magazine.

Keys to learning:
• Analyzing which funds are performing or not just by looking at returns
• Better value added recommendations to your clients
• Doing it by systematic approach
• Quantitative and qualitative measures of funds performance
• Use of risk adjusted measurement in ranking funds

Who should attend?
• Financial adviser’s
• Financial planners
• Mutual fund agent
• Wealth managers
• Attorneys
• Accountant
• Financial officers
• Bankers
• Trustees
• High net worth individuals
• Investors

Register at IARFC Philippines Inc Unit 301 Greenbelt Mansion, 106 Perea St. Legaspi Village, Makati City, Philippines
Date: June 4, 2015
Time: 1:00-5:00 PM
Venue : Makati Sports Club
Fees:RFC Members-P1,200 Non-RFC Members-P1,500 Early Bird Rate-P1,000
Tel: (632) 840 -630 / (632) 892 2956
Email: [email protected]

Know more at http://iarfcphils.org/upcoming-events/item/86-analyzing-funds

ANALYZING FUNDS CHRIS GAN, MCM, BA Com (Hon), Executive Vice President, SGPMX Pte Ltd, is a lecturer, author of 4 books, has years of experience in wealth management,...

Chartered Wealth Manager Course Schedule – June 16-20, 2015

Course Overview
This program is designed to enhance your career. It is a must for all banking, insurance and financial professionals. It is light on theory, heavy on results, practical and pragmatic – a true practitioner’s knowledge series.
The CWM focuses on developing relationships with HNWI, sales, wealth advisory and core financial planning skills to equip Wealth Managers with global best practices.

Course Objective
Learn to stay competitive in this high growth industry to enhance your professional education.
Equip yourself with the knowledge of developing relationships with HWNI, sales, wealth advisory and core financial planning skills to equip Wealth Managers with global best practices.

Training Methodology
Led by Subject Matter Expert
A highly interactive and experiential program where the participants are:

CHALLENGED, ENGAGED, and CREATIVE.
Group discussions, breakout activities and personal exercises.

Duration
Accelerated – 5 days.

Who should attend
Wealth Managers or people directly responsible for advising HNWI clients.

Agenda
Module 1
Update on global wealth management.
Overview to the world and definition of wealth management.
An update on developments and trends globally.
A broad spectrum to the various changes with detailed practical discussions and case studies focusing on the wealth management industry.
Insight to the opportunities of the explosion of wealth in Asia-Pacific and Middle East.

Module 2
Global investment strategies & wealth products
Investment process from constructing investment objectives and policies to asset allocation and types of financial products selected for individual and institutional clients.
Concepts on modern portfolio theory and its market anomalies will be discussed in great depths leading to the appropriate asset allocation for HNWI clients.

Module 3
Global wealth & portfolio management strategies
Understand the client’s needs and risk profile with broad and yet in-depth discussion ranging from understanding a client’s investment behaviors, due diligence procedures and methods, appropriate asset allocation, as well as client review analysis.
Learn portfolio strategies such as strategic and tactical asset allocation, monitoring the portfolio and re-balancing a portfolio of financial assets.

Module 4
Risk management & wealth planning strategies
Understand the current role and the position of risk practices within the wealth management industry especially its application to HNWI clients.
Learn about the mitigation of risk and strategies deployed concurrently with the identi-fication of risk.
A focus on asset ownership structures devised specially to address and manage estate protection, succession and generation planning.
A further understanding on international client’s tax implications and in-depth discussion on its treatment is advocated.

Module 5
Client advisory & relationship management skills
Learn about the client interface and engagement process in moving away from “selling to clients”,
A focus on advisory skills, where the wealth manager is “helping clients buy.”
Understand the key inter-personal concepts in wealth management based on the consultative selling methodology.
Learn how to define, implement and secure a premium service culture and using this as a key differentiator.
Strengthen your personal skills in handling the higher demands of a wealth management client.

Presentation Skills
3D approach to presentations

Discovery
Defining objectives – What is your message?
Understanding the audience

Design
Informative, persuasive structures supporting your message
Creating visuals – declutter financial/KPI information

Delivery
Visuals supporting your message
Message supporting your visuals
Connecting with your audience

http://iarfcphils.org/chartered-wealth-manager-cwm-course-june-16-20-2015

Chartered Wealth Manager Chartered Wealth ManagerÒ Course Schedule –

Building A Million Dollar Brand for Financial Advisers

Seminar on building your business using tried and tested brand development techniques.

An exclusive one-day seminar on brand building by people who helped build brands and businesses across the region. Learn from the insights of industry experts in a comprehensive action-packed full day session.

Introducing

Terry Ghani of Asia Strategic Advisory Services with global brands such as Camel, Salem, Carlsberg, Lufthansa under his belt;

Ralph Liew of IARFC sharing his experience in building the earliest regional insurance groups.

For Details

Contact: Arlene Baguyo Tel no. 892-2956/ 840-06-30 for reservations. RFC 2,000.00 Non RFC 2,500.0 inclusive of meal.

Date: March 18, 2015

Time: 9:00 am to 5:00 pm

Venue: Makati Sports Club

http://iarfcphils.org/upcoming-events/item/75-building-a-million-dollar-brand-for-financial-advisers-2

Building A Million Dollar Brand for Financial Advisers

Seminar on building your business using tried and tested brand development techniques.
An exclusive one-day seminar on brand building by people who helped build brands and businesses across the region. Learn from the insights of industry experts in a comprehensive action-packed full day session.
Introducing

Terry Ghani of Asia Strategic Advisory Services with global brands such as Camel, Salem, Carlsberg, Lufthansa under his belt;

Ralph Liew of IARFC sharing his experience in building the earliest regional insurance groups.
For Details

Contact: Arlene Baguyo Tel no. 892-2956/ 840-06-30 for reservations. RFC 2,000.00 Non RFC 2,500.0 inclusive of meal.
Date: March 18, 2015
Time: 9:00 am to 5:00 pm
Venue: Makati Sports Club

Follou us at http://iarfcphils.org/upcoming-events/item/74-building-a-million-dollar-brand-for-financial-advisers

Building A Million Dollar Brand for Financial Advisers

Building A Million Dollar Brand for Financial Advisers Building A Million Dollar Brand for Financial Advisers Seminar on building your business using tried and tested brand development techniques. An exclu...

Like our page and take the next step in being an International Registered Financial Consultant - Atty. Manuel C. Gordon

The path you have chosen would not only make you fighters for financial freedom but advocates for financial stewardship. Congratulations!

http://iarfcphils.org/testimonials/item/54-atty-manuel-c-gordon

Like us and learn how to be an International Registered Financial Consultant!

Atty. Manuel C. Gordon The path you have chosen would not only make you fighters for financial freedom but advocates for financial stewardship. Congratulations!

Like our page and take the next step in being an International Registered Financial Consultant - Dexter Liao

As an RFC, you k now what to give your loved ones..Protection..Security..Peace of Mind. It is simply making sure that your family will maintain your current standard of living no matter what happens..This is imparted to me by this Course..

http://iarfcphils.org/testimonials/item/70-dexter-liao

Like us and learn how to be an International Registered Financial Consultant!

Dexter Liao As an RFC, you k now what to give your loved ones..Protection..Security..Peace of Mind. It is simply making sure that your family will maintain your c...

Like our page and take the next step in being an International Registered Financial Consultant - Ansel Andro Santos

Learned a lot from my gray-area problems in investments! Thank you for the enlightenment!

http://iarfcphils.org/testimonials/item/69-ansel-andro-santos

Like us and learn how to be an International Registered Financial Consultant!

Ansel Andro Santos Learned a lot from my gray-area problems in investments! Thank you for the enlightenment! Ansel Andro Santos BPI-RFC Batch 52

Like our page and take the next step in being an International Registered Financial Consultant - Sheena Henzon

I’ve learned a lot from the personal & amazing experiences of the Course’s speakers!

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Sheena Henzon I’ve