FINANCIAL ADVISORS CONGRESS

Now on its 11th run, Financial Advisors Congress will feature a mix of industry veterans and experts from different sectors who will be sharing their strategies in building their network, growing their business or career, and driving their sales.

INCREASED NUMBER OF PARTICIPANTS

The seventh Financial Advisors Congress surpassed its target number of participants last October 2019 with over 1000 delegates who attended the conference. This year, we are targeting even bigger number of attendees to reach a total of a thousand. This year's forum aims to attract a wide range of people comprised of students, professionals, and high net worth investors.

NEW SET OF SEASONED SPEAKERS

Effective and proficient speakers have been invited to spearhead the conference throughout the years in this conference. Only the Financial Advisors Congress has the ability to put together the CEOs, best-selling authors and industry practitioners under one roof to share their stories.

RICH LEARNING OPPORTUNITIES

The conference will accentuate new topics this year including wealth management opportunities and strategies, investments, marketing strategies and business management.

ABOUT FINANCIAL ADVISORS CONGRESS 2024

Financial Advisors Congress is a learning conference for professionals who offer financial advice and sell financial products. The event will feature the world's most recognized financial experts who have the best experiences and stories. Also, the Congress will provide a unique platform for entrepreneurs and professionals that will help you improve network growth and elevate your business to a whole new level.

Attending FAC will help you gain best practices and best solutions in achieving the financial goals of your company.

This year's Congress will deliver exceptional financial ideas and insights delivered by distinguished speakers that can help participants ace the financial planning industry by building their network, growing their business and achieving higher sales productivity.

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To view more pictures, visit our FAC Galleries: FAC 2014 | FAC 2015 | FAC 2016 | FAC 2017 | FAC 2018 | FAC 2019

Organized by the Registered Financial Planners (RFP®) Philippines, attendees will automatically earn half the credits required for the Associate Financial Planner (AFP®) certification.

FEATURED TOPICS

  • Advanced Strategies in Wealth Management: Navigating Volatile Markets in 2025
    • Date/Time: November 23, 2024 / 9:00 AM
  • Comprehensive Estate Planning: Protecting and Transferring Wealth Across Generations
    • Date/Time: November 23, 2024 / 10:00 AM
  • Tax-Efficient Wealth Management: Strategies for Minimizing Tax Liabilities
    • Date/Time: November 23, 2024 / 12:00 PM
  • Planning for Longevity: Ensuring Wealth Sustainability in Retirement
    • Date/Time: November 23, 2024 / 1:00 PM
  • Navigating International Estate Planning: Managing Cross-Border Wealth
    • Date/Time: November 23, 2024 / 2:00 PM
  • Protecting Family Wealth: Risk Management in Estate Planning
    • Date/Time: November 23, 2024 / 3:00 PM
  • Legacy Planning for Business Owners: Succession Strategies for Family Enterprises
    • Date/Time: November 23, 2024 / 4:00 PM

WHO SHOULD ATTEND?

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HOW WILL YOU BENEFIT?

  • Earn partial credits for the Associate Financial Planner (AFP®) Certification and build your credentials
  • Learn how to sell to and service high net worth individuals
  • Find out the latest trends in wealth management and financial advisory
  • Discover sales and marketing strategies to reach new clients and engage customers
  • Understand consumer psychology and market behavior to build trust and close more sales
  • Get updated on portfolio management, asset protection, estate planning, and wealth transfer
  • Be inspired by success stories to drive you to a higher level of success

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WHAT WILL YOU LEARN?

  • How to Profit From Stock Market Chaos
  • Interest Rates, Inflation and Stock Prices
  • TAP Principles for Finding the Next 10-Bagger Stock
  • Choosing the Right Investment Strategy
  • How Does Value Investing Work