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2nd Fund Management Certificate Program

Course Name 2nd Fund Management Certificate Program
Schedule May 23, 2018 - July 14, 2018

Wednesdays and Thursdays 

1:30 pm - 5:30 pm 

Saturdays

8:30 am - 12:30 pm 

Price: Php 55,000.00
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

FMCP is designed for individuals with experience in financial investing and other money managers and investment professionals looking to learn and to transition into a fund management role. It is ideal for institutions with specific mandates to manage funds. It seeks participants with sufficient knowledge and understanding of business finance and accounting concepts to facilitate their course learning experience. Individuals with other academic or professional backgrounds who do not meet this requirement may participate but are expected to prepare to meet the demands of the program.  

Outline

I.      Learning from the Investment Masters

II.     Macroeconomics

III.    Fixed Income Investments

IV.     Equity Investments

V.      Technical Analysis

VI.     Portfolio Management

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

Asset management companies in the Philippines constitute a multi-billion peso industry that holds a significant role in financial intermediation and capital markets development. Fund managers also operate in a highly regulated, volatile and competitive environment that presents many opportunities and challenges.  Even more notable is that investors place their money with fund managers they know and trust can outperform, manage risks, and create the best customer experience. 

There is a constant demand among institutional and individual investors seeking an optimal return on their assets  for the services of efficient, skilled and competent fund managers to invest their capital and wealth. The FMCP seeks to address this need by creating a curriculum-based certificate program comprehensively focused on the practice of fund management and specifically customized for local fund managers. FMCP is designed to help develop the present and next generation fund managers to become better-equipped and ethical decision makers in performing their roles. The program’s accomplished and experienced resource speakers are industry practicioners  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”.

Ms. Josefina Tuplano

is the Executive Vice President of Trust Banking Group at Metropolitan Bank & Trust Corporation. She has extensive experience and expertise in the field of Treasury, Investment Banking and Trust spanning over 30 years. She was a former president of FMAP and the National Association of Securities Broker Salesman, Inc. She also led the Investment Distribution Division of Metrobank Treasury which was instrumental in maintaining Metrobank’s franchise as the best government securities eligible dealer in the primary market and second in the secondary market for several years.

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.

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.

Testimonials

There are many useful takeaways from the program. Some of my favorites include Module 1 (Investment Masters), Module 2 (Macroeconomics), and Module 7 (Behavioral Finance) as these covered many topics and insights which I have not encountered previously.  Seeing the process shared for macroeconomic analysis was very useful.  The personal experiences and insights shared by the different speakers were also very useful.  Another highlight is the Blackrock visit, I would strongly recommend this to anyone attending the program as there are many insights shared which you can’t easily learn from anywhere else. The tour really gives an in-depth look at how a global asset management firm runs its business.

- Mr. Paolo Stephen G. An

  Senior Learning Consultant, Thompson Reuters Corporation