1120 Budgeting and Personal Finance Masterclass
Employees, students, fresh graduates, owners of different small businesses, retirees, home-makers or laity, must have a quick grasp on simple budgeting. It is a reality that lack of financial knowledge is dangerous but the absence of budgeting capability even makes it more alarming. It gives stress when we run out of budget. We end up borrowing from loan sharks and the more it will make us miserable because we will survive that cut-off but next off will again be financially distressed. There, the cycle begins and it will be endless if we don’t know how to budget our resources.
I. Understanding the benefits of having a budget
– Enumerating the benefits
II. Mind-setting and focusing on the goal
III. Steps in creating a budget
– Gathering all receipts or any financial statements
– Recording sources of income
– Creating a list of monthly expenses
– Categorizing expenses to fixed and variable
– Summarizing monthly income and expenses
– Making adjustments to expenses
– Reviewing monthly budget
IV. Creating a budget worksheet
a. Accomplishing the contents of the worksheet
– Illustrating the categories (income, expenses etc.)
– showing how to fill-up the worksheet
b. Comparing budget and actual amount
V. Testing audience’s understanding
VI. Possible Personal Investments
– Stocks / Bonds
– Real Estate
VII. Q & A
• To be able to understand our resources and how to improve them
• To appreciate financial data and how to use it to decide wisely
• To learn practical applications of budgeting
This seminar is designed for all levels of employees, home-makers, students, retirees and other interested individuals
Mr. Nathan McFarlane
Mr. Lyndon Magsino CPA
November 20, 2020 ( 4PM – 8PM )
November 27, 2020 ( 4PM – 8PM )
Registration Fee: AED 500 (Advanced Payment: AED 100)
Seat reservation: AED 100 only
Note: The Advance Payment is part of the Total Fee. The balance must be paid upon signing-in on Day 1 of the course. Refund or cancellation is subject to internal policy.
Last Date of Registration: November 13, 2020
-AED 300 only until October 10, 2020
-AED 350 only until October 20, 2020
-AED 400 only until October 30, 2020
-AED 450 only until November 10, 2020
? CPD Units (for PRC ID holders): 8 Credits
? Limited Seats Only… Hurry Up! Secure your slot now!
? Testimonial from a student who completed this course:
“I would rather pay the right fee for this high quality masterclass, rather than paying a cheap price for a poor quality of training. Definitely, I recommend this course to all my friends and colleagues!”
Speaker’s Profile: Lyndon Magsino, PH-CPA, US-CPA, CIA, CRMA, CFSA
Lyndon has been a keynote speaker for several international conferences and seminars in the US, UAE, Qatar and Philippines, on the topics related to Business Strategy, Stock Market, Banking Risk Management, Internal Controls and Global Leadership.
He was an Advisor to central banks, global banks and regional banks in the Middle East.
Lyndon is the author of the best-selling book, PISO Master. The PISO Master is a powerful book and the ultimate guide in creating wealth through the Passive Income from Stocks Ownership.
He is a recipient of the prestigious ‘Global Professional Scholarship Program’ for the Global Executive Master of Business Administration at Hult International Business School, based in Cambridge Massachusetts, USA. He also completed the Executive Leadership Program at Harvard.
He has been providing advisory services to global and publicly listed companies for over 17 years and served as a faculty member at the De La Salle University Manila and Pamantasan ng Lungsod ng Maynila.
Lyndon is a Certified Public Accountant (Philippines), Certified Internal Auditor (US-CIA), Certified Risk Management Assurance (US-CRMA) and Certified Financial Services Auditor (US-CFSA), and also passed the US-CPA exams in California USA.
Part of his community services are the following:
• Founder of the Philippine Business School in the UAE
• Founder & Chairman of the Philippine Institute of CPAs – Dubai
• Founder & Chairman of the Philippine Institute of CPAs – Qatar
• CEO of the Philippine Business Council – Qatar
As part of PBS continuous support to all aspiring and existing entrepreneurs, all PBS Alumni will have free business coaching (1-hour) for their business concepts, business plan or strategy within 6 months from the date of completing any relevant program. For further details, please call our Admin Team.
Design Template of Certificate of Completion
Shaping the Filipinos to become global business leaders of tomorrow!