Financial Independence: Smart Money Management and Investments

12 February 2025 | Online, 8:30AM to 12:00PM | Php1,680

Training Objectives:

At the end of this training, participants are expected to:

• evaluate their current financial situation by calculating at least three key financial metrics (e.g., net worth, monthly savings rate, debt-to-income ratio), demonstrated through a financial assessment worksheet;

• identify and explain at least four different types of investment options (e.g., stocks, bonds, mutual funds, real estate) and assess their suitability based on personal financial goals, demonstrated through a quiz or group discussion; and

• create a personalized action plan to achieve financial independence, including setting at least two SMART financial goals (e.g., saving, investing, debt reduction), which will be reviewed with a peer for feedback.