Seminars Stock Market

Attend FREE Stock Market 101 Seminar by PSE Academy

(Note: This is the continuation of my previous post, Where and How to Start Investing in the Stock Market)

I initially intended to share simple and short tips on a single post but it became lengthy as I was writing so I decided to write each tip on separate posts. Hope you find it easier to read this way. If not, don’t worry, I will make a quick guide or a summary of related topics on a single post with their corresponding links.

Anyways, here we go…

The very first tip that I suggest is to

  1. Learn the basics of the stock market by attending seminars.

Since I didn’t know who to ask about the stock market, I attended seminars to widen my knowledge and to learn from the people who are into this field. Searching for these seminars was difficult for me at first because I didn’t know where to find them. There were several advertisements on the internet that were related to investing in the stock market but I didn’t know which of them were legitimate and which of them were scams.

Luckily, I found resources on the internet and I got the chance to attend most of the seminars for free. My only challenge then was the order of the seminars that I’ve attended was kind of disorganized. I attended one that was too complex and difficult for me to understand as a newbie in the stock market. Then I found out that there was another seminar that covers the basics which I wished I attended first prior to the more complicated topic.

And since I don’t want you to go through the same confusing learning experiences that I did, I’ll share to you a list of the seminars that will help you learn and understand the stock market first before you start investing in it. Again just a disclaimer, this is only based from my personal experience and opinion and you don’t necessarily have to follow this if you don’t find it helpful or appropriate.

A. Attend the FREE Stock Market 101 Seminar by the PSE Academy.

It’s the basic guide to investing in the Philippine Stock Market and it’s principally intended for interested individuals and first-time investors with no or little market knowledge and investment.

Below is the actual list of topics that I got from their website.

Stock Market 101 by PSE Academy

The schedule is every 2nd and last Tuesday of the Month, from 10:00AM to 12:00NN.

The venue is at 2/F PSE Center, Tektite Building, Exchange Road, Ortigas Center, Pasig City.

Registration is FREE and for reservation, email or click this link to request training or workshop.

If you’re too busy or you don’t have time to attend the seminar, worry no more because PSE Academy is kind enough to share the Basic Stock Market Seminar Primer on their website. Just download the Attachment: 20140619100622435_Basic Stock Market Seminar Primer.pdf and you’ll be able to see the same presentation/slides that they use in the seminar.

The only difference is you don’t get to see your awesome trainer and co-participants and you’re unable to participate in the discussion and raise your questions. Plus, you miss the chance to join and win their contests if there’s any. When I attended the seminar, I was given an 8-gig limited edition PSE bull USB flash drive by just following the trainer’s instruction to wave my hand in the air when she raised a question. 🙂 Not only did I learn a lot from the seminar but having the USB flash drive also made my day!



Am I ready to become a Registered Financial Planner (RFP)?

Exactly a month ago, I attended RFP’s free info-session at their office in Ortigas. I learned about RFP at the Money Summit and Wealth Expo 2014 when I came across their booth. I signed up on their guest sheet and the staff shared a little bit about RFP and its program.

Two weeks later, I received an email from one of their staff inviting me to attend their free info session. It was initially scheduled on July 17 but was moved to July 24 due to typhoon Glenda. Without thinking twice, I accepted their invitation and confirmed my attendance.

Even before Money Summit, I was already hearing about RFP from some of my favorite finance bloggers. But the only thing I knew about it was that it’s attached as a suffix right after the name just like PhD for Doctor of Philosophy, MD for Doctor of Medicine, and RN for Registered Nurse. And RFP was new to me that’s why I confirmed to attend the RFP info session to know more about it.

I reached the venue and registered at 6:45PM but the session started at exactly 7:30PM. The speaker was Mr. Henry Ong, the director of RFP.

 Henry Ong RFP

Let me share to you what I learned from the session…

A lot of people go through financial issues and challenges. And I admit I’m one of them. Lucky you if you have not experienced any issues related to money or finance. But what is it really that causes these issues and failures?

Failures happen not because we didn’t plan to fail, but because we failed to plan. And I guess one of the reasons of this are the various misconceptions about finance.

Some people believe that they don’t need to plan because they’re already earning much or that they already have enough. But the truth is, the more you earn, the more you need financial planning to secure and preserve your money and resources.

A good example of this are the lotto jackpot winners. They’re are so lucky to have gotten a ‘one time big time’ chance. But what happened to most of them? They went back to their old way of living or even went bankrupt and left with debts because they failed to plan. They didn’t know what to do with their money that’s why they spent it on just whatever they like even for things that aren’t necessary.

Another thing is, some people wait for financial crisis to happen before creating a financial plan. I guess most of us can relate to this. Sometimes we spend on things that we want even if they’re not necessarily what we need. We buy the latest gadget or cellphone with quad core processor, 32 gig memory, and retina display. But do we really need it? Maybe yes, maybe not. Then what happens next? We end up regretting why we bought it when we can still use the not-so-old one that we have. And now we are struggling just to make both ends meet.

I’m not saying be hard to yourself. Of course you can buy the latest, the grandest and even the most expensive thing in the world if you want to. But the first question is, can you afford it? Second, can you afford it without you having to go on “diet” for a few days or weeks just to cut on your expenses because you fall short on your budget?  If your answer is YES then go ahead and buy it. I’m sure you’ll be very happy to have it.

The Registered Financial Planners (RFP) Philippines is an independent self-regulatory professional organization offering education and membership in the financial planning field. Its mission is to promote professionalism in practice of financial planning. (Source:

They offer the Registered Financial Planner (RFP) Program to individuals who want to acquire the expertise necessary to be a practitioner in the personal financial planning industry. It also aims to enhance your knowledge and build on the experience you already have in the financial services industry and broaden your opportunities by networking with other financial service professionals.

After knowing all these, I thought that it would be a good opportunity for me to expand my financial knowledge by taking this program. Not only will it help me achieve my financial goals (hopefully) but also help others by promoting financial literacy.

The RFP Program is good for 8 weeks (8 consecutive Saturdays). Application for Batch 42 was ongoing when we attended the info-session and Mr. Ong offered an exclusive special discount for us. The fee for this program is a little expensive but I know it’s worth an investment in education.


I’m very interested to join RFP but due to having limited funds and considering other priorities, I wasn’t able to join Batch 42 which started yesterday. But I’m not closing my doors to this opportunity. If the right time comes, I will definitely join RFP and I will be honored to be called “Registered Financial Planner” with the suffix RFP attached to my name. 🙂

Credits: RFP Philippines