Investment Planning Program
Grow your wealth with clarity, confidence, and strategy.
$100.00$50.00
Investing isn’t just about chasing returns — it’s about aligning your money with your goals, risk tolerance, and timeline. The Investment Planning Program helps you design a personalized portfolio that works for your lifestyle, priorities, and long-term vision.
Led by David Isaiah Angway, RFP, a Registered Financial Planner with UITF and Mutual Fund licenses in the Philippines, this program blends professional portfolio management principles with behavioral finance insights. You’ll learn how to grow your wealth sustainably — without unnecessary risks or confusion.
What You’ll Gain
Comprehensive Investment Profiling
Identify your investor type, financial goals, and time horizons to create an investment plan tailored to your unique situation.
Portfolio Design & Diversification
Learn how to balance growth, income, and capital preservation across multiple asset classes like equity, bonds, balanced funds, and global investments.
Understanding UITFs & Mutual Funds
Discover how Unit Investment Trust Funds (UITFs) and Mutual Funds work, their advantages, and how they fit into your portfolio.
Investment Risk Management
Understand market volatility, risk-return trade-offs, and how to build resilience into your investment strategy.
Periodic Portfolio Review
Get guidance on monitoring and rebalancing your investments to stay aligned with your financial goals and market conditions.
Long-Term Wealth Strategy
Learn how to create a plan that integrates insurance, estate planning, and retirement goals into your investment roadmap.
Program Format
1-on-1 Advisory Session – Personalized, data-driven discussion tailored to your financial position.
Corporate & Team Workshops – Ideal for organizations aiming to empower employees with investment literacy.
Delivery Options: Online (Zoom/Google Meet) or On-Site
Why It Matters
With so many products and opinions out there, it’s easy to feel lost. This program helps you make smart, informed, and emotion-free investment decisions based on proven frameworks and licensed financial planning standards — not hype or guesswork.
Whether you’re starting out or scaling your wealth toward financial independence, you’ll walk away with a clear, actionable plan designed to build lasting prosperity.
Individual consultations; group and corporate packages available