Where do we get information and advise when
investing? INVESTMENT ADVISER
An investment adviser is an individual or a firm
that is in the business of giving advice about securities
to clients. For instance, individuals or firms that receive
compensation for giving advice on investing in stocks,
bonds, mutual funds, or exchange traded funds are
investment advisers.
Investment advisors in the Philippines or RFP
Registered Financial Planners Philippines is the
premiere professional body of financial planners in the
Philippines. RFP Philippines promotes the value of
financial planning and advances the financial planning
profession.
The financial planning profession exists to help
people reach their financial goals and dreams. At RFP
Philippines, financial planners demonstrate and support
professional commitment to education, high ethical
practice standards and client-centered financial
planning process. RFP upholds global standards in
financial planning practice through the promotion and
awarding of "RFP® Registered Financial Planner", the
mark of excellence in financial planning, to members
who meet the Institute's qualification. RFP applicants
must meet two-year relevant experience, complete RFP
education program, ascribe to RFP Code of Ethics and
pass the RFP examination.
RFP Philippines seeks to accomplish the
following objectives:
- Unify the voice, focus and resources of the financial
planning community in the Philippines, bringing
together those who champion financial planning
process
- Facilitate success of RFP members and grow the
organization
- Cultivate the body of knowledge of financial planning
- Advance public awareness of RFP professionals and
financial planning standards
- Define effectively and communicate common
understanding of the discipline of personal financial
planning and its benefits
The Registered Financial Planner Philippines is
established to promote professionalism in financial
planning practice in the Philippines. It recognizes and
certifies qualified individuals by awarding the RFP®
designation who are in the field of financial planning. It
has over 500 members and affiliates to date.
What is an investment club?
An investment club is a group of people who
pool their money to make investments.
Usually, investment clubs are organized as partnerships
and, after the members study different investments,
the group decides to buy or sell based on a majority
vote of the members.
What is Market Index and Market Average?
Market Index is an aggregate value produced
by combining several stocks or other investment
vehicles together and expressing their total values
against a base value from a specific date. Market
indexes are intended to represent an entire stock
market and thus track the market's changes over time.
Market Average is a measure of the overall
price level of a given market, as defined by a specified
group of stocks or other securities. A market average
equals the sum of all current values of stocks in the
group divided by the total number of shares in the
group.
What are the Dow Jones Average and PHISIX?
-The Dow Jones Industrial Average is a price-
weighted average of 30 significant stocks traded on the
New York Stock Exchange and the Nasdaq. The DJIA was
invented by Charles Dow back in 1896.
-The PSE Composite Index, commonly known
previously as the PHISIX and presently as the PSEi, is a
stock market index of the Philippine Stock Exchange
consisting of 30 companies.