Financial Advisor Foundations
A beginner-friendly introduction to the role of a financial advisor in the Philippines — what the job involves, how income works, and the first steps to…
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Free IC Exam reviewers and career foundations, plus advanced paid courses for active financial advisors.
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IC Exam Reviewer: Foundations
Start your Insurance Commission licensure exam prep with the core concepts every applicant must know — insurance basics, key terms, and the structure of the exam.
View CourseIntro to Client Prospecting
Learn the basics of building a client pipeline as a new financial advisor — where to find prospects and how to start conversations the right way.
View CourseIC Exam Practice
Test yourself with randomized practice questions covering core topics from the Insurance Commission licensure exam.
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À la carte access — see pricing on each course page.
Advanced Financial Planning Masterclass
Go beyond the basics with comprehensive financial planning techniques — cash flow analysis, goal-based planning, and building plans that combine multiple tools.
View CourseEstate & Retirement Planning Strategies
Deep-dive into retirement income planning and estate planning fundamentals for Filipino families, including BIR tax considerations.
View CourseOFW Financial Advisory Specialist Track
Specialize in serving Overseas Filipino Workers (OFWs) — understand their unique financial planning needs, remittance patterns, and how to build trust across distance.
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