Structured Training

Notify your Financial Planning Assistant or their CSM if you would like to enrol them for the month’s training.

2022 Trainings

Click on the month to see more details.

January
TBA
February


Topic: Insurance Strategies
Date: February 9 and 10, 2022 (Wed & Thu)
Trainer/s: Ronnette Turpias & Charles Noven Castillo



This training is open to FPA team members with at least 12 month’s tenure or more. This free training is on a first-come, first-serve basis. We can accommodate 30 maximum participants daily divided into 2 simultaneous sessions. Participants only need to attend one (1) session.

For any nominations, please complete the registration form emailed to clients. We will close registration once the slots are full.

March


Topic: Superannuation Strategies
Date: March 9 & 10, 2022, March 23 & 24, 2022
Trainer/s: Keziah Casiñero and RP Niñal



This training is open to FPA team members with at least 12 month’s tenure or more. This free training is on a first-come, first-serve basis. We can accommodate 30 maximum participants daily divided into 2 sessions. Participants only need to attend one (1) session.

For any nominations, please complete the registration form emailed to clients. We will close registration once slots are full.

April
TBA
May
TBA
June
TBA
July
TBA
August
TBA
September
TBA
October
TBA
November
TBA
December
TBA

Trainings conducted in 2020

Click on the month to see more details.

January

None

February

None

March

None

April

None

May

“Getting The Information You Need: Product Research Best Practices”

Topic: Product Research Review
Date: May 27 and 28, 2020
Trainer: Charles Castillo/Ann Quioco/Ronnette Turpias

This free training is on a first come, first serve basis. We can accommodate 20 maximum participants daily. Participants only need to attend 1 session. For any nominations, please notify your FPA AND their immediate CSMs on or before 21 May  2020

June
TBA
July
TBA
August

“Getting the Correct Forms and Documents Ready: SoA Forms Preparation Best Practices”

Topic: SoA Forms Preparation
Date: August 26 and 27, 2020
Trainer: Charles Castillo/ Ronnette Turpias

We can accommodate maximum of 30 participants per day. Participants only need to attend 1 session in either of the dates above.
For any nominations, please notify your team members and their immediate CSMs/TLs on or before 20 August 2020. This free training is on a first come, first serve basis.


September

“Understanding Superannuation & Insurance Advice Strategies”

Topic: Superannuation & Insurance Advice Strategies Structured Training
Date: September 29 and 30, 2020 (Tue & Wed)
Trainer: Leo Infante & RP Niñal

This free training is on a first come, first serve basis. We can accommodate 30 maximum participants daily divided into 2 simultaneous sessions. Participants only need to attend one (1) session.
For any nominations, please notify your team member AND their CSM/TL immediately. We will close registration once slots are full.

October

“Understanding Retirement & Investment Advice Strategies”

Topic: Retirement & Investment Advice Strategies Structured Training
Date:  Oct 28 and 29, 2020 (Wed & Thu)
Trainer: Leo Infante & RP Niñal

For any nominations, please notify your team member AND their CSM/TL immediately. Line Managers will fill out the registration form. We will close registration once slots are full.

November

“Basic Product Comparisons Structured Training”

Topic: Basic Product Comparisons Structured Training
Date:  Oct 28 and 29, 2020 (Wed & Thu)
Trainer: Ann Quioco & Ronnette Turpias

This free training is on a first come, first serve basis. We can accommodate 30 maximum participants daily divided into 2 simultaneous sessions. Participants only need to attend one (1) session.

For any nominations, please complete the registration form emailed to clients. We will close registration once slots are full..

December
TBA