Financial Planning webinar guides you from understanding your current financial position to crafting, prioritizing, and achieving your life goals. Understand cultural nuances, appreciate government benefits, and explore diverse income sources. At the conclusion, you’ll possess a personalized financial health report and action guide, ensuring you’re equipped to take on your financial aspirations with clarity and confidence.
Day 1
Day 2
Session 1: FLFP1 Background setting
– Introduction on the importance of financial planning, especially in the Filipino context.
– Financial planning framework: A step by step guide
Download slides: flfp1 financial planning framework 231110
Session 2: FLFP2 Step 1 – Your financial starting point: Knowing where you are financially
Output: Financial health status report
– The following diagnostic tests were used:
-Financial health check
-Money in, money out
-Statement of assets, liabilities and net worth
-Personal finance diagnostics
Download Slides: flfp2 determining financial starting point 231111
Session 3: FLRS2 Step 2 – Set life goals and priorities
Output: Identified and prioritized life goals
Download Slides: flrs2 life or financial goals 231112
Session 4: FLFP3 Step 3 – Decide on timeframe and a budget
Output: Initial timeline and budget for the financial plan
Download Slides: flfp3 timeframe and budget 231112a
Session 5: FLFP5 Step 4 – Match life goals with source of income
Output: Explore possible sources of income
Download Slides: flfp5 match life goals with source of income 231112
Session 6: FLFP4 Step 5 – Implement and monitor your progress
Output: Craft action points and set-up system to operationalize financial plan
Download Slide: flfp4 implementing financial plan 231112
Worksheets
Financial Health Check (FHC)
Money in – Money Out (MIMO)
Statement of Assets, Liabilities, and Net Worth
Personal Finance Diagnostic (PFD)
Financial Plan
flfp2 h1 financial plan worksheet 231112
flfp2 h2 sample financial plan 231112
USEFUL RESOURCES
Sources of information and practical tips on money management
Mga bagay na dapat mong malaman sa insurance
Mga iba pang babasahin tungkol sa insurance:
- Iba’t-ibang klase ng insurance
- Must-have insurance for people in their 30s
- Ang pinakamatatag na insurance company sa Pilipinas (Part 1)
- Ang pinakamatatag na insurance company sa Pilipinas (Part 2)
- Anong insurance dapat mayroon ang mga bata?
- Gusto kong paghandaan ang future ng anak ko, tama bang investment-linked insurance ang kinuha ko?
- Paano gumagana ang ibinabayad na premium sa insurance para mabigyan tayo ng proteksyon sa panahon ng emergency
- Kung akala mo insurance ang education plan, basahin mo ito
- Insurance para sa mahirap
- Bakit mahal ang VUL o investment-linked insurance
Mga bagay na dapat mong iwasan sa insurance
Ito ang listahan ng mga articles na isinulat ko at videos na nagawa ko tungkol sa VUL para makakuha tayo ng mas sulit at mas epektibong insurance coverage.
- Bakit mahal ang VUL?
- Bakit mas maganda ang BTID kaysa VUL?
- Epektibong paggawa ng BTID upang masulit ang pinaghirapang pera sa insurance at investment
- Paanong mas maliit ang fund value sa VUL kaysa sa BTID?
- Ok ba talaga ang VUL kasi protected ka nito beyond 65 years old compared to term?
- Ok ba talaga ang VUL para sa estate taxes?
- Why Not VUL?
- Anong gagawin ko kung may VUL na ako? Paano ko ito ititigil?
- Pagkakaiba ng savings sa VUL
- Mga terms and conditions na kailangang hanapin kung bibili ng VUL
- Paano pumili ng mabuting insurance agent
Different kinds of investments
Preparing for retirement
Watch videos on money management
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