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Event Details

Program Description:

This course seeks to provide base knowledge on the Philippine trust business along with the products and services being offered in the local market.


Course Content/ Outline:

• What is an investment management account?

• How different is an investment management account from a personal management trust?

• What are the basics of retirement funds and what are unit investment trust funds?


Resource Person:

DR. ROBERT B. RAMOS, CFA, CAIA, CIPM, RFC

Trust and Investments Group

Rizal Commercial Banking Corporation


Schedule:

February 18, 2023 (Saturday)

9:00AM – 12:00PM


Training Fee per Participant:

From Member Institution – P 2,800.00

From Non-Member Institution – P 3,920.00

**VAT inclusive

Feb 18, 2023

09:00 - 12:00 GMT+8

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