Money

Philippine Investing Basics

Start investing in the Philippine market — stocks, mutual funds, and digital assets. Open your first account, build a portfolio, and grow your wealth in 20 days.

Duration

20 days

Daily Time

15-30 minutes

Level

Beginner

What You'll Achieve

  • Open your first stock brokerage account and buy your first shares
  • Understand stocks, blue chips, REITs, UITFs, and cryptocurrency in the Philippine context
  • Apply dollar-cost averaging to build a diversified portfolio over time
  • Create a 12-month investing plan matched to your goals and risk tolerance

Day-by-Day Curriculum

1

Day 1

Why Every Filipino Needs to Start Investing Now

2

Day 2

The Philippine Financial Landscape — Where Your Money Can Go

3

Day 3

Understanding Risk and Return — The Foundation of Every Investment Decision

4

Day 4

Savings Accounts, Time Deposits & Money Market Funds

5

Day 5

Government Securities — Treasury Bills & Retail Treasury Bonds

6

Day 6

Mutual Funds & UITFs — Letting Professionals Manage Your Money

7

Day 7

Opening Your First Stock Account

8

Day 8

Understanding the Philippine Stock Exchange

9

Day 9

Blue-Chip Stocks and Building Your First Philippine Portfolio

10

Day 10

Dollar-Cost Averaging — The Strategy Every Filipino Investor Needs

11

Day 11

Reading Financial Statements & Stock Screeners

12

Day 12

Philippine REITs — AREIT, DDMPR, FILRT, and How to Buy Them

13

Day 13

Index Funds & ETFs in the Philippine Market

14

Day 14

Comparing UITFs — Choosing the Right Fund for Your Goals

15

Day 15

Building a Diversified Portfolio

16

Day 16

Insurance as Part of Your Financial Plan

17

Day 17

Cryptocurrency in the Philippines — What's Real, What's Risk, What's Legal

18

Day 18

Tax Implications of Your Investments

19

Day 19

Common Investment Mistakes Filipinos Make

20

Day 20

Your 12-Month Investing Journey — The Plan That Moves You Forward

Your Money Should Work as Hard as You Do

Most Filipinos keep their savings in a bank account earning less than 1% interest. Meanwhile, inflation eats away at your purchasing power every year. Investing is how you break this cycle — and it is more accessible than you think.

This course is your complete guide to investing in the Philippines. You will start with why every Filipino needs to invest now, then map out the full Philippine financial landscape so you understand where your money can go and the risk-return tradeoffs behind every option.

What You Will Learn

You will open your first stock brokerage account step by step, learn how to evaluate blue-chip stocks on the PSE, and build your first Philippine stock portfolio. You will master dollar-cost averaging — the strategy that removes emotion and timing from investing. The course also covers Philippine REITs like AREIT, DDMPR, and FILRT, UITFs and how to compare funds, and a grounded look at cryptocurrency in the Philippines — what is real, what is risk, and what is legal.

Your 12-Month Investing Plan

Every lesson includes practical steps you can take immediately. By the end of the course, you will have an active investment account, a diversified portfolio, and a clear 12-month investing plan that moves you forward. No finance degree needed — just a willingness to learn and start.

Ready to start learning?

Join the waitlist and be the first to access this course.

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