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FINANCIAL LITERACY 101: Introduction to Personal Finance

SEMINAR TITLE: FINANCIAL LITERACY 101: Introduction to Personal Finance
DATE: March 7, 2015 – Saturday
TIME: 9:00AM – 4:00PM

OVERVIEW: This course highlights the need of financial literacy to participants. When you are having a hard time handling your expenses, planning how to save, looking where to invest, preparing for your children’s education or thinking of a comfortable retirement, this module introduces the basic of concepts in Personal Finance.

OBJECTIVES: Participants are expected to be equipped with the right financial education in budgeting; emergency fund needs and insurance needs calculations; basic investment, education and retirement needs concepts in the day to day financial decisions.

TARGET PARTICIPANTS: Employees, investors, financial advisors, parents, retirees, breadwinners, OFWs, teachers, students etc.


Module 1: Importance of Financial Literacy o Financial Literacy Defined
• Financial literacy Issues
• Addressing Issues

Module 2: Personal Budgeting and Cash Flow Analysis o Cash Flow Assessment
• Construction of a Personal Budget

Module 3: Emergency Fund Analysis o Importance of Emergency Fund
• Calculation of Emergency Fund
• Emergency Fund Instruments

Module 4: Insurance Needs Analysis o Importance of Insurance
• Types of Insurance
• Calculation of Life Insurance Needs

Module 5: Saving for Financial Needs o Importance of Saving
• Saving versus Investing

Module 6: Basic Investing Concepts
• Investing for your Needs
• Goal Setting
• Risk profile Assessment
• Basic Investments

Module 7: Education Needs Concepts o Importance of Education Planning
• Education Funding concepts
• Instruments Suited

Module 8: Retirement Needs Concepts o Importance of Retirement Planning
• Retirement Planning concepts
• Instruments Suited

Note: This is a Whole day activity and participants are encouraged to have with them calculator/laptop.

SEMINAR FEE: Pay in full 5 days before the seminar and avail our early bird rate of Php 2,700 per head (Regular rate: Php 3,000 per head) which will comprise meals during the training, handouts and all necessary materials. We are also offering in-house training and seminars depending on the need of the companies.

i. Pay in full 5 days before the seminar and avail our early bird rate of Php 2,700.00 only.
ii. Payments on the day of the seminar must be on cash basis only.
Payments made through Checks can only be made through company checks. Personal checks can be accepted provided that it is an advance payment.
iii. Walk in participants shall pay the regular rate either through cash or check provided that the check is under a BDO account and payable to iLearn professional Solutions Inc. and that the same was declared good.
iv. Senior /students and/or person with disability, is given a special privilege of 20% discount provided that payment be made any time before 5 days of the scheduled seminar. On site payment of the students and seniors shall be entitled of 10% discount.
v. Upon payment, proof must be forwarded through email or fax to 4842342.
vi. Proof of payments (original deposit slip) shall be required for presentation on the day of the schedule.

i. Cancellation 5 days before the scheduled seminar: FULL AMOUNT
ii. Cancellation 3 days before the scheduled seminar: 70% REFUND
iii. Cancellation at the scheduled seminar: ALL PAYMENTS SHALL BE FORFEITED

For further information, you may visit our website at www.ilearnph.com. You may also directly call us at 09395581888 or 09156406325 or through our office landline number 02-2557593 / 02-4841904 / 3704792. You may also visit our company office at #2563 LemeryStreet,Malate Manila. Or send us an email through [email protected]

Allow us to be part of your improvement and success.

Improve, excel and succeed through i-LEARN PROFESSIONAL SOLUTIONS INC.!!!
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