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Fund Management Certificate Program

Course Name Fund Management Certificate Program
Schedule October 11, 2017 - December 2, 2017

Wednesdays and Thursdays 

1:30 pm - 5:30 pm 

Saturdays

8:30 am - 12:30 pm 

Price: Php 53,000.00
Description

The Ateneo-BAP Institute of Banking, the Fund Managers Association of the Philippines (FMAP), and IFE Management Advisers, Inc. (IFE) have partnered to launch the first Fund Management Certificate Program (FMCP) in the country. The program addresses the importance of investing in the continuing education and professional development of local fund managers by providing enabling tools to elevate their skills and achieve higher levels of competency in their jobs. FMAP supports this initiative of bringing education to become a catalyst for change and development. This is aligned with FMAP's mission of upholding the interests of the investing public through the practice of professional fund management in accordance with global ethical standards and best practices. 

The FMCP is a first-of-its-kind program which aims to standardize the minimum knowledge and skills required for Philippine fixed-income and equity portfolio managers. 

KEY FEATURES OF THE PROGRAM

1. Unique structure of learning by covering important topics that are missing from typical financial management courses

2. Advanced curriculum delivered by experienced industry practitioners, bridging the gap between theory and practice

3. Critical learning platform grounded upon lecture-based instruction, case studies, in-class practice exercises and other learning tools

4. Course integration activity culminating in a panel presentation where participants shall demonstrate acquired concepts in an applied setting 

5. Focused and comprehensive medium-term program ideal for time-constrained working professionals 

Objectives

In this course, you will: 

1. Learn the keystone concepts, theories and practices governing fund management

2. Understand the external and intrinsic factors that impact the risk and return of investment assets

3. Acquire the requisite fundamental and technical tools for investment decision-making 

4. Think critically about how theory and practice interact in the real-world setting

5. Apply your learned competencies in creating a Fund, designing its strategy and defending your investment outcomes

6. Gain relevant knowledge and skills that will add value to any financial or investment role that you will undertake

Who should attend
  • Portfolio Managers and Wealth Advisors
  • Unit Trust Fund and Mutual Fund Managers
  • New Fund Managers
  • Fixed Income and Equity Analysts
  • Insurance, Pre-Need and Other Asset Managers
  • Risk Management, Audit and Compliance Officers
  • Marketing and Operations Officers
  • Institutional Investors with managed funds
  • Individual Investors engaged in personal wealth management
  • Other Investors seeking to learn about fund management

The FMCP is designed for fund management professionals and others looking to transition into a fund management role. It seeks participants with basic knowledge and understanding of finance and accounting concepts to facilitate their course learning experience. Individuals from other academic or professional backgrounds who do not meet this requirement may still participate in the program but are expected to have such foundational concepts.

Outline

I.      Learning from the Investment Masters

II.     Macroeconomics

III.    Fixed Income Investments

IV.     Equity Investments

V.      Portfolio Management

VI.    Technical Analysis

VII.   Behavioral Finance

VIII.  Client Management

IX.    Ethics and Standards

X.     Asset Management Business

The FMCP is delivered in 18 sessions and assessed through three (3) written module tests, a final comprehensive examination, and a graded course integration activity by group. The FMCP is a curriculum-based certificate which qualified participants shall receive after satisfactory completion of the coursework and fulfillment of the program's pre-determined criteria. 

RATIONALE

Investors seeeking an optimal return on their assets invariably have the option to choose between being active or passive. Some studies suggest that ordinary investors may be better off with index-tracking funds given the underperformance of many active managers against their benchmarks. As market and investment fundamentals are dynamic, it is reasonable to expect that investors' biases may tend to disproportionately shift towards the direction of either active or passive fund management. 

There will always be a proposition for active fund management and those who believe that: 

  • Active managers can, and do outperform the market. 
  • Outperformance is not the only reason for investing. 
  • People prefer to have control over their investments. 
  • Some are attracted to the challenge and thrill of investing. 
  • There is pride and joy in being proven right. 
  • People still want to hire the services of fund managers. 

The FMCP is designed to help develop the present and next generation of fund managers to become better-equipped and ethical decision makers in performing their roles. The program's accomplished resource speakers are industry specialists who have been tasked to provide critical learning tools and authoritative information relevant to the practice of fund management. 

Resource Speakers
Ms. April Lynn Tan, CFA

is the Vice President and Head of Research of COL Financial Group, Inc., the largest online stockbroker in the Philippines. Ms. Tan carries to FMCP her equity research experience and valued market views that are regularly heard on television, market briefings, and strategy presentations. She is a CFA Charterholder since 2000 and former President of the Chartered Financial Analyst Society of the Philippines.

Ms. Cristina Arceo, CFA

is currently President of the CFA Society Philippines, Inc., Board Adviser to the Fund Managers Association of the Philippines, Inc. and Vice President and Head of the Fixed Income Desk of China Banking Corporation. She worked for the Philippine National Bank and Philam Asset Management Inc. In FMCP, Ms. Arceo carries her investment experience and CFA training to raise important awareness of ethical standards.

Mr. Deanno Basas

is the President and Managing Director of ATRAM Trust corporation and concurrently President of the Fund Managers Association of the Philippines. Mr. Basas’ 22 year-experience as a fixed income practitioner is a significant resource for FMCP, having been Head of Interest Rate Derivatives Trading at ING Bank Manila, Head of Money Market and Interest Rates Trading at Wachovia Bank Hong Kong, and Deputy CIO at ING Investment Management Philippines.

Mr. Frederico Ocampo

is the Senior Vice-President and Chief Investment Officer of BDO Unibank’s trust group. As a former Director of Deutsche Bank’s Asset and Wealth Management Group in Manila and lecturer at the Asian Institute of Management, Mr. Ocampo brings academic credentials and industry experience to FMCP. He is a recipient of Asia Asset Management’s “Philippines’ CIO of the Year Award” and The Asset’s “Fund Manager of the Year for Long Only Fixed Income Funds Award”.

Mr. Juanis Barredo

is the Chief Technical Analyst of COL Financial Group, Inc. and its vice President for Sales and Customer Support Services. He was named the country’s Best Equities Technical Analyst for the past three years, a distinction awarded by the Fund Managers Association of the Philippines. Mr. Barredo is merging technical theory and practice into FMCP, drawing from his experience as a technician, investment educator and a popular speaker on technical analysis.

Mr. Jun Trinidad

is a former Senior Economist of Citibank N.A. (Philippines and Thailand) for 17 years. He is a frequent economics resource speaker for his insightful views on how macro analytics and forecasting translate to market views on the Philippine peso and fixed income debt markets. He brings to the program vast experience in economic research, having previously worked at Jardine Fleming Securities, DBM Securities, and USAID.

Mr. Marvin Fausto (Program Director)

is the founding president of the Fund Managers Association of the Philippines (FMAP) and currently sits as Board Adviser of FMAP, the CFA Society of the Philippines and the Trust Officers Association of the Philippines. He has been a governor for several years in the market governance board representing investors at the Philippine Fixed Income Exchange. Mr. Fausto is the current Chairman and President of IFE Management Advisers, Inc., the company behind the design of FMCP.

His three-decade career in the fund management industry started with Far East Bank and he further advanced his banking career at Citytrust Banking corp., PCI Bank, and Equitable PCI Bank. Mr. Fausto was the former SVP and Chief Investment Officer of BDO Unibank, overseeing the management of more than 700 billion pesos in assets. He is now a consultant of COL Financial Group where he launched COL Fund Source, the first fund supermarket in the country and continues to serve as investment advisor for various fund management companies and organizations.

Mr. Fausto graduated from the Ateneo de Manila University with a Bachelor of Science degree in Management Engineering. He is a Certified Securities Representative and a Certified Investment Solicitor.

Mr. Michael Ferrer

is the Managing Director of the ATR Asset Management Group, prior to which he spent 15 years with ING Group holding the positions of Country Manager of ING Investment Management (IIM) in the Philippines and Taiwan and as General Manager for IIM South Asia. Mr. Ferrer adds value to FMCP’s discussion of the growing domestic fund management industry on the back of his 29-year experience in banking, asset management and private equity.

Ms. Naneth Vinoya

is the former Head of Institutional Sales and Deputy Trust Head of Deutsche Bank AG Manila Branch’s Asset Management Department. Her professional career spans 25 years, covering customer-facing roles in marketing and business development, portfolio management, and client services. Ms. Vinoya conveys this experience in FMCP to highlight the integral role of client management in the fund management practice.