Finance PH - Since 2014

04/06/2024

Be a Community Care member and get HMO health benefits from iCare and get add-on benefits from FinancePH Seminars.

For Only P4,199 per year:
HEALTH BENEFITS FOR SENIORS (65yo to 80yo)*
*Up to age 75 for new applicants, may renew up to age 80

In-Patient Confinement:
✓ P80,000 max payment of hospital bill upon discharge if confined for covered emergency in Semi-Private Room (accident related only). Maximum of 2 confinements per year.
✓ Covers inpatient confinement due to accidents for example:
● Accidents, excluding Cerebrovascular (Stroke)
● Fractures, new
● Burns, new
● New animal bites, including first dose of vaccines
● Cuts, new, needing suturing
● Accidental chemical poisoning

Out-Patient Consultation:
✓ Unlimited doctor consultation over the phone for any illness (save on gas and time)

Other Benefits:
✓ May request for a Physical Card to be delivered to member
✓ Optional: Annual Physical Exam and Dental Benefits

FINANCEPH MEMBER PERKS AND DISCOUNTS*
✓ Exclusive member only seminars
✓ Sponsored and discounted seminars
✓ Perks and privileges from partner merchants

*Only clients who purchased a Top 6 Hospital AddOn can avail Makati Med, St. Lukes Global, St. Lukes QC, Asian Hospital, Cardinal Santos and Medical City
*For full inclusions and exclusions please refer to the FAQ in communitycareph.com

04/06/2024

Be a Community Care member and get HMO health benefits from iCare and get add-on benefits from FinancePH Seminars.

For Only P2,599 per year:
SAMPLE HEALTH BENEFITS FOR ADULTS
In-Patient Confinement:
✓ P80,000 max payment of hospital bill upon discharge if confined for covered emergency in Semi-private Room (accident, bacteria, virus, parasite). Maximum of 2 confinements per year.
(Can upgrade to P2,899 per year for P100,000 max coverage and Private Room)

Out-Patient Consultation:
✓ Unlimited doctor consultation via video call through DoctorAnywhere.ph Mobile app for any illness (save on gas and time instead of meeting doctor face to face)

Additional Bonus Benefits:
✓ P50,000 lump sum cash if diagnosed of: Heart Attack, Cancer, Stroke, Coronary Artery Surgery, Kidney Failure, and Major Organ Transplant
✓ P100,000 funeral cash assistance or P50,000 if death not due to accident

Other Benefits:
✓ May request for a Physical Card to be delivered to member
✓ Optional: Annual Physical Exam and Dental Benefits

FINANCEPH MEMBER PERKS AND DISCOUNTS*
✓ Exclusive member only seminars
✓ Sponsored and discounted seminars
✓ Perks and privileges from partner merchants

*Only clients who purchased a Top 6 Hospital AddOn can avail Makati Med, St. Lukes Global, St. Lukes QC, Asian Hospital, Cardinal Santos and Medical City

*For full inclusions and exclusions please refer to the FAQ in communitycareph.com

30/11/2023

Congratulations to all the Awardees for this year’s Mosliv Awards. Congratulations also to our founder of FinancePH who is also part of the awardees. FinancePH will continue to innovate for a cleaner environment. Let us continue to make meaningful innovations that can help create a sustainable future for the younger generation.

27/10/2023

This seminar is intended for those who want to understand more about VAT, Percentage Tax. Applicable for Non-Vat and Vat-table business owners.

TOPIC OUTLINE:
1. Concept of Business Taxes
2. How to calculate Percentage Tax
3. Changes in Percentage tax (CREATE)
4. Impact of Income tax calculation on percentage tax reporting.
5.Percentage Tax versus VAT
6.What is Value Added Tax
7.How and when to recognize Output VAT
8.How and when to recognize Input VAT
9.Basic Rules on VAT filing and reporting
10.How to prepare the Summary list of Sales and Purchases

PAGKATAPOS NG SEMINAR:
1. Malaman kung VAT ba or percentage tax ang babayaran
2. Matuto mag compute ng percentage tax
3. Matuto mag compute ng VAT
4. Matuto kung paano pababain ang percentage tax or VAT sa tamang paraan
5. Matuto kung paano gumawa ng Summary list of Sales and Purchases.
6. Matuto kung ano pa ang mga ibang taxes applicable sa iyo whether professional, freelancer or business owner.
7. Matuto kung ano pa ang mga ibang requirements ng BIR sa iyo.

27/10/2023

Would you like to know how to understand how your accountant creates journal entries, ledgers and financial statements? Would you want to learn how to read financial statements better so you can make better business or investing decisions? Then this seminar is for you.

This course will allow beginners and people with no business or accounting background to understand the basics of accounting. This course was properly crafted to insure that it is discussed in a very simple and easy way.

AFTER THE SEMINAR THE ATTENDEE IS ABLE TO:
1. Understand what is accounting, its purpose and the benefits it provides when properly applied to any business.
2. Learn the concepts that make up accounting. Understand the debits and credits which are the basic building blocks of accounting.
3. Appreciate the entire accounting cycle from recording a business transaction (example your business sold a product) to journalizing, posting in your ledger and creating financial statements.
4. Be able to understand and read a financial statement such as Balance Sheet, Income Statement among others.
5. Lastly, be able to understand what your accountant, fund manager, or business owner is saying regarding accounting information.

TOPIC OUTLINE:
What is Accounting
Why have an Accounting System
Concept of double entry
-What is a debit
-What is a credit
Accounting Cycle
-Chart of Accounts
-Transactions
-Journal Entry
-Ledger
-Trial Balance
-Adjusting Entries
-Adjusted Trial Balance
-Financial Statements
-Closing Entries
-Closing Trial Balance
Financial Statements
-Balance Sheet
-Income Statement
-Statement of Cashflows
-Statement of Changes in Owner's Equity
-Accounting requirements by the BIR
TITLE OF SEMINAR: Basic Accounting 101: For Business Owners & Self Employed

WHO SHOULD ATTEND: Business Owners, Freelancers, Professionals, Sales People, People who want to learn more about basic accounting.

OUR SPEAKER:1.  Maria Nonabelle Villahermosa, CPA is the CFO - Chief Financial Officer of the FinancePH Group of Companies that has businesses in - financial services (branches in Makati, Iloilo and Pampanga), transportation (Metro Manila), software development (Cebu) and more.This is a Zoom On...

11/10/2023

Would you like to know how to understand how your accountant creates journal entries, ledgers and financial statements? Would you want to learn how to read financial statements better so you can make better business or investing decisions? Then this seminar is for you.

This course will allow beginners and people with no business or accounting background to understand the basics of accounting. This course was properly crafted to insure that it is discussed in a very simple and easy way.

AFTER THE SEMINAR THE ATTENDEE IS ABLE TO:
1. Understand what is accounting, its purpose and the benefits it provides when properly applied to any business.
2. Learn the concepts that make up accounting. Understand the debits and credits which are the basic building blocks of accounting.
3. Appreciate the entire accounting cycle from recording a business transaction (example your business sold a product) to journalizing, posting in your ledger and creating financial statements.
4. Be able to understand and read a financial statement such as Balance Sheet, Income Statement among others.
5. Lastly, be able to understand what your accountant, fund manager, or business owner is saying regarding accounting information.

TOPIC OUTLINE:
What is Accounting
Why have an Accounting System
Concept of double entry
-What is a debit
-What is a credit
Accounting Cycle
-Chart of Accounts
-Transactions
-Journal Entry
-Ledger
-Trial Balance
-Adjusting Entries
-Adjusted Trial Balance
-Financial Statements
-Closing Entries
-Closing Trial Balance
Financial Statements
-Balance Sheet
-Income Statement
-Statement of Cashflows
-Statement of Changes in Owner's Equity
-Accounting requirements by the BIR

OUR SPEAKER:1.  Maria Nonabelle Villahermosa, CPA is the CFO - Chief Financial Officer of the FinancePH Group of Companies that has businesses in - financial services (branches in Makati, Iloilo and Pampanga), transportation (Metro Manila), software development (Cebu) and more.This is a Zoom On...

13/09/2023

AFTER THE SEMINAR THE ATTENDEE IS ABLE TO:
1. Understand what is accounting, its purpose and the benefits it provides when properly applied to any business.
2. Learn the concepts that make up accounting. Understand the debits and credits which are the basic building blocks of accounting.
3. Appreciate the entire accounting cycle from recording a business transaction (example your business sold a product) to journalizing, posting in your ledger and creating financial statements.
4. Be able to understand and read a financial statement such as Balance Sheet, Income Statement among others.
5. Lastly, be able to understand what your accountant, fund manager, or business owner is saying regarding accounting information.

OUR SPEAKER:1.  Maria Nonabelle Villahermosa, CPA is the CFO - Chief Financial Officer of the FinancePH Group of Companies that has businesses in - financial services (branches in Makati, Iloilo and Pampanga), transportation (Metro Manila), software development (Cebu) and more.This is a Zoom On...

13/09/2023

Do you want to know what CPAs know about income taxes? Are you an entrepreneur, freelancer, professional, salesman or business owner but you cannot understand what to do with your taxes or with BIR?

Paying for your Income Taxes is not really very difficult and hard to understand. Join us in this seminar made for those who want to understand taxes in an easy way. Intended for freelancers, professionals and business owners.

PAGKATAPOS NG SEMINAR:
1. Matututong mag compute ng sariling income tax
2. Matututunan kung ano ang mga legal allowable deductions para mapababa ang income tax
3. Matututong mag file ng sariling income tax return
4. Matututunan kung anong klaseng mga accounting books ang nirerequire ng BIR
5. Matututunan kung anong mga tamang BIR requirements sa Balance Sheet at Income Statement
6. Matututunan kung kelan ang tamang payment deadlines ng mga taxes
7. Malaman ang mga applicable taxes sa'yo.

OUR SPEAKER:1.  Maria Nonabelle Villahermosa, CPA is the CFO - Chief Financial Officer of the FinancePH Group of Companies that has businesses in - financial services (branches in Makati, Iloilo and Pampanga), transportation (Metro Manila), software development (Cebu) and more.This is a Zoom On...

12/09/2023

This seminar is intended for those who want to understand more about VAT, Percentage Tax. Applicable for Non-Vat and Vat-table business owners.

TOPIC OUTLINE:
1. Concept of Business Taxes
2. How to calculate Percentage Tax
3. Changes in Percentage tax (CREATE)
4. Impact of Income tax calculation on percentage tax reporting.
5.Percentage Tax versus VAT
6.What is Value Added Tax
7.How and when to recognize Output VAT
8.How and when to recognize Input VAT
9.Basic Rules on VAT filing and reporting
10.How to prepare the Summary list of Sales and Purchases

PAGKATAPOS NG SEMINAR:
1. Malaman kung VAT ba or percentage tax ang babayaran
2. Matuto mag compute ng percentage tax
3. Matuto mag compute ng VAT
4. Matuto kung paano pababain ang percentage tax or VAT sa tamang paraan
5. Matuto kung paano gumawa ng Summary list of Sales and Purchases.
6. Matuto kung ano pa ang mga ibang taxes applicable sa iyo whether professional, freelancer or business owner.
7. Matuto kung ano pa ang mga ibang requirements ng BIR sa iyo.

OUR SPEAKER:1.  Maria Nonabelle Villahermosa, CPA is the CFO - Chief Financial Officer of the FinancePH Group of Companies that has businesses in - financial services (branches in Makati, Iloilo and Pampanga), transportation (Metro Manila), software development (Cebu) and more.This is a Zoom On...

12/09/2023

This seminar is intended for those who want to understand more about Withholding Tax and Creditable Withholding Tax. Applicable for Non-Vat and Vat-table business owners.

TOPIC OUTLINE:
1. Concept of Withholding taxes
2. What is expanded withholding tax
3. How to file Expanded Withholding tax
4. Due dates and returns for expanded withholding tax
5. Expanded withholding versus Creditable withholding taxes
6. How to prepare alphalist on withholding taxes
7.Basic rules on withholding tax on compensation
8. Taxable compensation versus nontaxable compensation
9. How to file Monthly withholding tax on compensation
10. How to prepare alphalist of employees

PAGKATAPOS NG SEMINAR:
1. Matuto kung paano mag compute ng withholding tax sa sweldo
2. Matuto kung paano mag compute ng withholding tax sa mga binabayad sa supplier at rent
3. Matuto kung paano gumawa ng Alphalist
4. Matuto kung ano pa ang mga ibang taxes applicable sa iyo whether professional, freelancer or business owner.
5. Matuto kung ano pa ang mga ibang requirements ng BIR sa iyo.

OUR SPEAKER:1.  Maria Nonabelle Villahermosa, CPA is the CFO - Chief Financial Officer of the FinancePH Group of Companies that has businesses in - financial services (branches in Makati, Iloilo and Pampanga), transportation (Metro Manila), software development (Cebu) and more.This is a Zoom On...

24/05/2023

Estate Planning is not only for those who have a lot of assets but also for those who have little assets. As long as you want to learn about Estate Planning you can join this seminar.

We all want to make sure that our family can claim and transfer the assets that we left behind if we die prematurely. Or we have parents/grandparents that have assets that they want to preserve for the next generations. Or perhaps we know someone who recently died and want to help in the proper and speedy transfer their properties in the most effective and cost efficient way.

Here are some of the questions we will answer in the seminar:

-How do you settle the properties and pay taxes of your parents or sibling who just recently died?
-How can I reduce my future [inheritance] estate tax payments legally?
-Is placing my assets in a corporation a good way to leave my inheritance or better to sell them?
-What are the updates in Estate Planning now that there is a new tax law (train)?
-and all other questions that people don't like to talk about but must be talked about while they are alive.

OUR SPEAKER:1.  Mica A. Fernandez, CPA, CWP, CEPP, GLMP is the President of Aetos Financial and seats as a Board of Director of Estate Administration Services, Inc. (EASI) that has been helping clients to harmoniously transfer their wealth to their designated heirs.This is a Zoom Online Live Se...

24/05/2023

Estate Planning is not only for those who have a lot of assets but also for those who have little assets. As long as you want to learn about Estate Planning you can join this seminar.

We all want to make sure that our family can claim and transfer the assets that we left behind if we die prematurely. Or we have parents/grandparents that have assets that they want to preserve for the next generations. Or perhaps we know someone who recently died and want to help in the proper and speedy transfer their properties in the most effective and cost efficient way.

Here are some of the questions we will answer in the seminar:

-How can I insure that my family will know what assets I own if I die prematurely?
-Should I create a last will and testament even if I have little assets only?
-How much inheritance am I entitled to receive?
-How much inheritance can I give to someone who is not my spouse or blood related?
-How can I insure that all the assets I have acquired will go to the right people when I die and not to my in laws?
-How can my kids be prepared to receive my assets when I die without much conflict from people who also want it?
-Who are entitled to receive my assets when I die?
-Is placing my assets in a corporation a good way to leave my inheritance or better to sell them?
-and all other questions that people don't like to talk about but must be talked about while they are alive.

OUR SPEAKER:1.  Mica A. Fernandez, CPA, CWP, CEPP, GLMP is the President of Aetos Financial and seats as a Board of Director of Estate Administration Services, Inc. (EASI) that has been helping clients to harmoniously transfer their wealth to their designated heirs.This is a Zoom Online Live Se...

16/05/2023

Traders Fair & Awards, Philippines 2023
There will be a number of sponsors at the Philippines Traders Fair, including XS Group, a global sponsor, FBS, an official sponsor, and ATFX, an official sponsor of the event. As a Gold Sponsor, we are grateful to Vantage, CXM Prime, Merlion Global, PU Prime, ACY Securities, UTIP Technologies Ltd, MultiBank Group for their support. Last but not least, we have VT Markets as our Silver Sponsor.

There are still many more potential companies joining us on event day. At the fair you will have the chance to learn more from the best trading experts at outstanding seminars and workshops, which will give you the opportunity to network and meet global leaders in the trading industry from all over the world for a great opportunity to get to know them better.
Come and join us at the Philippines Traders Fair on 20 May 2023 at Edsa Shangri-La Manila. There are also several experienced speakers who will be presenting a range of seminars on topics which will be of interest to you and from which you may be able to gain a lot of valuable knowledge.
Speaker Topic
Larry Collin
~ Founder & CEO of Forex Trading Philippines Starting your Forex Trading Journey
Jonathan Lou Reyes
~Co-Founder of PAFTI 5 Simple Steps to Improve your Trading
Gilbert Lazaro
~Stocks & Crypto Educator: Founder of 8 Chain Cold Hard Truth About Trading
Kuyang Gerome
~ Crypto Content Creator, 8Chain Co-Founder, San Lazarus Guild Co-Founder, Verified P2P Merchant Income Opportunities in Crypto

Ken James Berry
~Ceo & Founder of Blockchain Network Philippines Investing like a Newbie
Emmanuel Deiparine
~Cryptocurrency Trader Trading, Fast and Slow
Aaron Lay
~Bitskwela Resident Trader Mind Over Money: The Psychology of Consistently Profitable Trading
Marvin Favis
~CEO of Cryptoverse Trading Academy; CEO Favx Capital & Top Crypto Influencer in the Philippines Trading Psychology
Engr. Valentino A. Mendoza
~Senior Trader, FINMAC Senior Instructor & Head Educator Trading Risk Management
Coach Miranda Miner
~CEO & Founder at Global Miranda Miner Group & FeastGold Understanding Crypto Trading Signals brought upon by MacroEconomic Factors
Myrtle Anne Ramos
~Founder & CEO at Block Tides, PlaceWar How Blockchain Technology is Revolutionizing GameFi and Esport 3.0
Robert Uy
~Co-Founder & CEO of Elliott Wave Xpedia Academy & Crypturo Philippines The Three Trading Trifecta
Mark Joseph T. Fernandez
~Master of Copy Trading, Founder of FinancePH Social Trading as Alternative Investment Option for Newbies
Manman Cezar
~Bitskwela Marketing Core Contributor & Resident Trader Application of Trading Psychology: How I recovered from 80% portfolio loss
John Reinel Penetrante
~Founder & CEO at Wise Investors PH The Rise of The Machines: Harnessing The Power of Robot Trading and Manual Trading. “Turning 800USD to 2M Pesos”

Come join us in Philippines to learn from the best trading experts in seminars and workshops. Additionally, we have lucky draws and fantastic prizes that you can win as well.
If you would like more information, please visit tradersfair.com. You may also contact FINEXPO via email [email protected].
Join TRADERS FAIR in social networks:
https://www.facebook.com/TradersFair
https://www.instagram.com/tradersfair.asia
https://www.youtube.com/user/finexpo

08/05/2023

OUR SPEAKER:
1. Mica A. Fernandez, CPA, CWP, CEPP, GLMP is the President of Aetos Financial and seats as a Board of Director of Estate Administration Services, Inc. (EASI) that has been helping clients to harmoniously transfer their wealth to their designated heirs.

This is a Zoom Online Live Seminar
*Zoom online seminar is easy to use. Just go to our website, seminars.financeph.com 15 minutes before the seminar
*Please call or text Lyn at 0905-3462623 if you have questions regarding the seminar. She will be glad to assist you with the entire process.

*May view seminar on cellphone android/iOS, laptop, mac.
*You can chat your questions during the question and answer portion of the seminar

We try our best to keep our seminar fee as low as possible. This will cover the handouts, certificates, pay of staff, pay of speakers, overhead, office, admin costs, promotion costs, programmers, website managers, and customer service staff.

OUR SPEAKER:1.  Mica A. Fernandez, CPA, CWP, CEPP, GLMP is the President of Aetos Financial and seats as a Board of Director of Estate Administration Services, Inc. (EASI) that has been helping clients to harmoniously transfer their wealth to their designated heirs.This is a Zoom Online Live Se...

08/05/2023

OUR SPEAKER:
1. Mica A. Fernandez, CPA, CWP, CEPP, GLMP is the President of Aetos Financial and seats as a Board of Director of Estate Administration Services, Inc. (EASI) that has been helping clients to harmoniously transfer their wealth to their designated heirs.

This is a Zoom Online Live Seminar
*Zoom online seminar is easy to use. Just go to our website, seminars.financeph.com 15 minutes before the seminar
*Please call or text Lyn at 0905-3462623 if you have questions regarding the seminar. She will be glad to assist you with the entire process.

*May view seminar on cellphone android/iOS, laptop, mac.
*You can chat your questions during the question and answer portion of the seminar

We try our best to keep our seminar fee as low as possible. This will cover the handouts, certificates, pay of staff, pay of speakers, overhead, office, admin costs, promotion costs, programmers, website managers, and customer service staff.

OUR SPEAKER:1.  Mica A. Fernandez, CPA, CWP, CEPP, GLMP is the President of Aetos Financial and seats as a Board of Director of Estate Administration Services, Inc. (EASI) that has been helping clients to harmoniously transfer their wealth to their designated heirs.This is a Zoom Online Live Se...

08/05/2023

Business succession planning is known as the process of making logistical and financial decisions about the change of ownership upon the retirement or death of the business owner/s. If the succession plan is well-crafted, everyone including the employees, the successor, and the departing owner will benefit from the transition.

If you want to learn how to create a sound business succession plan, then this seminar is for you.

TOPIC OUTLINE:
-Common Situation of Family Owned Business in the Philippines
-Common Impact of death of the founder to the Business
-Solutions on common problems encountered by a Family Owned Business
-Business Succession Tools that will ensure business continuity

PAGKATAPOS NG SEMINAR:
1. Matuto kung paano masisigurado na hindi babagsak ang kompanya matapos mamatay ng founders
2. Matuto kung paano mas magiging maayos ang pagpapatakbo sa isang family owned corporation

WHO SHOULD ATTEND: Heirs, Estate Owners, Business Owners, Freelancers, Professionals, Real Property Enthusiast, People who want to learn more about Business Succession Planning
TITLE OF SEMINAR: Business Succession Planning

WHO SHOULD ATTEND: Heirs, Estate Owners, Business Owners, Freelancers, Professionals, Real Property Enthusiast, People who want to learn more about Business Succession Planning

OUR SPEAKER:1.  Mica A. Fernandez, CPA, CWP, CEPP, GLMP is the President of Aetos Financial and seats as a Board of Director of Estate Administration Services, Inc. (EASI) that has been helping clients to harmoniously transfer their wealth to their designated heirs.This is a Zoom Online Live Se...

27/04/2023

Traders Fair & Awards, Philippines 2023
Attention traders and financial enthusiasts! Get ready for the most exciting event of the year, Traders Fair & Awards Philippines 2023. This highly anticipated event will be held on May 20, 2023, at the luxurious Edsa Shangri-La Manila. The event promises to be a dynamic and interactive experience, featuring informative workshops, engaging panel discussions, and exciting trading contests. Attendees can also participate in interactive demos and presentations from top financial companies, gaining first-hand experience and knowledge of the latest trading technologies and strategies. Whether you're interested in Forex, stocks, options, bonds, or crypto, Traders Fair & Awards Philippines 2023 will have something for everyone.

Traders Fair & Awards Philippines 2023 will bring together over 30 top financial companies from around the world, providing attendees with the opportunity to network with industry experts, learn about the latest financial products and services, and gain insights into the global financial markets.

After the expo, attendees can look forward to the grand gala dinner event, a perfect opportunity to unwind and socialize with other attendees, speakers, and exhibitors. The gala dinner event promises to be a night to remember, with delicious food, entertainment, and a chance to network with other attendees in a relaxed setting. It's the perfect way to cap off an exciting day of learning and networking, and the VIP ticket ensures that you have the best possible experience at Traders Fair & Awards Philippines 2023. Registrations for free tickets and VIP Tickets already go on sale now on the website.

Get your VIP ticket now so that you can gain access to all of the most exclusive features of the event, including the grand gala dinner event, which you will not want to miss out on. Join us at Traders Fair & Awards Philippines 2023 for a day full of learning, networking, and celebration! Don't miss out on this great event!

We are looking forward to seeing everyone again. If you would like to know more information, please visit tradersfair.com or contact FINEXPO through email [email protected].

Details of Philippines Traders Fair 2023 are as follows:
Date : 20th May 2023
Time : 9:30 – 18:00
Venue : Edsa Shangri-La Manila

Join TRADERS FAIR in social networks:
https://www.facebook.com/TradersFair
https://www.instagram.com/tradersfair.asia
https://www.youtube.com/user/finexpo