Basics of Trust

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