COL Financial advocates financial literacy among Filipinos

The leading online stockbroker in the Philippines, COL Financial, in partnership with SM Investment Corporation, successfully conducted their nationwide financial literacy summit, SMart Investing – COL’s 2016 Wealth Building Summit for the Filipino Investor.

Crowd.JPG

The summit aims to educate Filipinos so they can understand how investing and the stock market works. Over thousands of participants from Davao, Cagayan De Oro, Cebu, and Manila were able to participate in and learn from the educational and informative talks by some of the financial industry leaders in the country.

Dino Bate (COL Financial President & CEO).JPG

COL Financial President and Chief Executive Officer (CEO) Dino Bate opened the summit with his inspiring welcoming remarks to all the participants, which was followed by the presentation of COL Wealth Building Specialist, Jed Velarde, who highlighted smart and effective ways to invest in the stock market.

Edward Lee (COL Chairman & Founder).JPG

On his keynote presentation, COL Financial Chairman and Founder Edward Lee shared the many different investment styles and their unique attributes, saying that, “to be a successful active trader in this market one must understand the rules and manage his risk properly to avoid any major set backs.” 

Marvin Fausto (COL Fund Expert).JPG

Meanwhile, COL Fund Expert Marvin Fausto pointed out that the most important thing to remember in investing through mutual funds is to apply the principle of S.M.A.R.T.: Stay Invested, Manage Risk, Asset Allocation, Regular Investing, and Target Reviews.

The summit also convened representatives from the top fund houses in the Philippines for an informative panel discussion: Phillip Hagedorn, Managing Director for Equities of ATR Asset Management; Augusto Cosio, President of First Metro Asset Management; Carol Tinio, Vice President and Head of Partnership of Philam Asset Management; Wilson Sy, President of PhilEquity Management; Valerie Pama, Director and President of Sun Life Management; and Ruben Espiritu, President and Director of BPI Investment Management Inc. 

Fund Houses Representatives 1.JPG

The afternoon session was spearheaded by COL Head of Research April Lee Tan and COL Chief Technical Analyst Juan Barredo, who discussed COL Financial’s mid-year market briefing. The summit concluded with a panel discussion with investment experts and representatives from SM Investments, BDO, and SM Prime, which was followed by a Q & A session.

COL Financial is the Philippines’ largest online stockbroker, established in 1999 with the goal of educating Filipinos on how to invest in the stock market the easy and convenient way. Today, with over 170,000 customers and a client equity of around Php56 billion, COL Financial is clearly the Filipino investor’s most trusted stockbroker.

Crowd 2.JPG

The company continues to make investing even more convenient, with the recent addition of the COL Fund Source, the first and only fund supermarket in the country. Through the COL Fund Source, Filipinos can now invest in 26 pre-selected mutual funds from the top six mutual fund houses in the country using a single online platform. “COL has revolutionized the investment landscape by being the only independent source of funds online that will provide our customers a smart solution in making confident investment decisions,” says Marvin Fausto.

Through events such as the SMart Investing Summit, and through new products such as the COL Fund Source, COL Financial remains committed to financial literacy and to helping its clients build their wealth and achieve financial independence.

For more updates and info visit COL Financial.

Advertisements

Rescheduled: COL’s SMart Investing – Manila Event

SMart Investing_Announcement

The Manila leg of the COL Smart Investing Summit has been rescheduled due to the potential disruptions that may be caused by a large comic convention occurring the same event day (August 27). COL Financial has decided to change the date and venue of the Manila portion of COL SMart Investing Summit to September 3 at SM Aura Premier, BGC Taguig to ensure a smooth and better experience to all attendees. 

You may check the event details here. For more information on this event, visit the official Facebook page of COL Financial (https://www.facebook.com/colfinancial).

Build Wealth the Smart Way

The Philippines’ most trusted online stockbroker, COL Financial, and the largest Filipino conglomerate, SM Investments Corporation, will be sharing their secrets to investing success in this month’s “SMart Investing – COL’s 2016 Wealth Building Summit for the Filipino Investor.”

By joining this free summit, Filipinos can increase their financial literacy and find out what it takes to invest your way into financial security and independence.

Learn about stock market investing in the Philippines and discover how to grow your portfolio by investing in mutual funds. Hear from an impressive team of financial experts, including COL Financial Chairman and Founder Edward Lee, Philippine Stock Exchange President and CEO Hans Sicat, COL Fund Expert Marvin Fausto, and the top fund houses of the Philippines:  ATR Asset Management, First Metro Asset Management, Philam Asset Management, PhilEquity Management, and Sun Life Management.

COL invite with sponsors

Participants will also be able to sit in on COL’s mid-year market briefing in the afternoon session, spearheaded by COL Head of Research April Lee Tan and COL Chief Technical Analyst Juan Barredo. In addition, each day’s activities will come to a close with a panel discussion with investment experts and representatives from SM Investments, BDO, and SM Prime, followed by an exclusive Q&A session.

SMart Investing will kickstart this journey towards financial literacy on August 22 in Cebu, at the Radisson Blu Hotel from 8:30 am to 5:00 pm. The summit continues on August 23 at Cagayan de Oro for a 12:00 pm afternoon session at the Pryce Plaza Hotel. The last two days of the summit will be in Davao on August 25 at SM Lanang Premier, and in Manila on September 3 at SM Aura Premier, BGC Taguig, from 8:30am to 5:00pm on both days.

[UPDATED] *The Manila leg of the COL Smart Investing Summit has been rescheduled due to the potential disruptions that may be caused by a large comic convention occurring the same event day (August 27). COL Financial has decided to change the date and venue of the Manila portion of COL SMart Investing Summit to September 3 at SM Aura Premier, BGC Taguig to ensure a smooth and better experience to all attendees. 

For more information on this event, visit the official Facebook page of COL Financial (https://www.facebook.com/colfinancial) or register for the event at http://bit.ly/COLsmartinvesting.

Truly Rich Club: Change Is Here!

 

TRC2.jpg

Bo Sanchez Truly Rich Club 2.0 is Officially Open!

If you are a current member, the following will be added benefits from  TrulyRichClub:

  1. Term Life Insurance (P100,000) for members who have been with TRC for one year, or have paid a 1 year membership; You shall also receive…
    • Accidental Death & Dismemberment
    • Family Assistance Benefit
    • Accidental Daily Hospital Income
    • International SOS (iSOS) Travel and Medical Assistance
  2. Newly-improved TrulyRichClub Mobile app with financial calculators
  3. Exclusive Facebook Group
  4. Monthly Mastermind Meeting
  5. TRC affiliate page with email swipes and banners
  6. Many More…

 

No worries if you are a non-member of Truly Rich Club! You can get a chance to be one of the 10 winners to be in a coffee date with Bo Sanchez and receive a paperback copy of Bo Sanchez’ latest book when you sign up with  TrulyRichClub today, July 11 to July 18, 2016.

 

So start NOW on your journey to becoming rich financially and spiritually. Watch and learn Free Financial Tips and register. Click here or contact me for more details.

 

Now living a life and work in freedom,

Anna Termulo

 

#ChangeIsHere

Truly Rich Club: Helping Good People Became Rich

I’ve never thought that a young person like me can learn and invest in the stock market easily. And more than that, I am more grateful because my financial beliefs and behaviour, including my spiritual life, has positively changed.  Truly Rich Club is one of the reasons it happened. Today I am sharing this with you, hoping that it could change your life and financial future too. Please watch this video.

Sign-up here to get access to watch the next video for FREE.

 

Now living a life and work in freedom,

Anna Termulo

 

PS. Get a chance to be one of the 10 winners to be in a coffee date with Bo Sanchez when you sign up with  TrulyRichClub starting July 1, 2016. Winners will also receive a paperback copy of Bo Sanchez’ latest book. Start your journey in becoming rich financially and spiritually. Click here or contact me for more details.

 

#ChangeIsComing