Image via WikipediaArticle courtesy of the kindness of Jonjon Bonso.Ano nga ba ang Mutual Funds?
Paano ang Steps para mag-invest dito?
May M.U. ba u?
These questions, and more financial-related inquiries, were answered on the recently concluded May M.U ba U? Mutual Fund Seminar of Accenture Young Entrepreneur’s Club(AYEC). The event was slated last May 21 at the 18th floor of Cybergate 2 building with our very own Senior Manager here in Accenture: Mr. Christopher “Chris” Lim.
Chris is not just a typical Project Manager Professional here in our company -- he is also a Certified Financial Consultant (CFC); Certified Investment Solicitor (CIS), Licensed Real Estate Broker (LFREB); Registered Financial Planner (RFP) and an active member of Accenture’s Bowling Club! Now that’s BIG!
The event started at exactly 10 in the morning and the participants took the first agenda of the event called the “Investor’s Test”. Are you an aggressive investor? A conservative investor? Or somewhere in between? The participants got a better idea of where they stand as an investor by taking the Investor’s test we provided .
While munching the provided apple pie snacks, the participants had an interactive talk with Chris as he discussed the topic of Mutual Funds from its definition, advantages, disadvantages, types, common terms and more. The seminar turned into a big casual talk as Chris delivers and communicates the message to the listeners in a very friendly, yet effective, way. Everyone was encouraged to openly ask questions even while the speaker talks infront – just as if you’re conversing to your personal Financial Planner!
Here are some key points of the seminar:
What is Mutual Fund?
Mutual Funds are professionally managed investment vehicles that pool money from investors to buy stocks, bonds, and money market instruments.
What are the Advantages of having one?
· Diversification
· Liquidity
· Professional investment management
· Ability to participate in investments available only to larger investors
· Service and convenience
· Government oversight
· Ease of comparison
How about disadvantages?
· Fees
· Less control over timing
· Dilution
· No opportunity to personalize
· No guarantees
What are the Basic Types of it?
· Bond Funds
· Balanced Funds
· Equity Funds
A sample Mutual Fund Fact sheets was also provided and shown to all the attendees to give them the idea on how a real-fund sheet looks like. Chris resumed his talk by discussing the difference of Balanced, Bond and Equity Mutual Funds by showing a sample sheet on the screen.
The event adjourned at past noon, but that doesn’t end the overflowing discussion as the remaining participants encircled Chris for their follow up questions and other concerns.
Well, who can get enough of this seminar? Having a very respected, certified financial guru and extremely friendly Speaker? And oh, did I already mentioned he is also an avid player of bowling too?
The Early-bird of the event was also recognized as she arrived 30 mins early in the venue. She is Ms. Daisy Carranza of Alnova Capability.
The “M.U ba U - Mutual Fund” Seminar gave us inspiration and technical knowledge that we too can be Financial Free --without compromising our Careers and Lifestyle! Just as Chris maintains all his investments, work and weekly bowling sessions with ease!
Join us in the next AYEC Financial Seminar this July! And to learn how high your Financial Intelligence Quotient(FIQ) is by visiting Chris’ website at: www.pinoyFIQ.com
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