Another Big Leap Towards Wealth

Since the start of classes is still far ahead, I took it as an opportunity to look for an income-generating endeavor (alam niyo naman ako, natuto nang maging enterprising).

And luck must have been on my side that afternoon when I fetched my mom from her dermatologist. She happened to be chatting with her amiga who apparently heads the Philam Asset Management, Inc. Unit in Pangasinan.

They were having such fun conversation (basing on their giggles), so I just sat beside them and opened my mobile phone. My mom's friend greeted me with smiling eyes. I greeted back, but quietly, since I usually get shy around people my mom's age. She extended her hand to me and introduced herself. I nodded in respect, then shook her hand. She continued, "So, hijo, you're into trading equities daw?" I said, "Yes, ma'am, but barely profiting from my trades of late."

"So, what's stocks do you trade?" she asked.

My mom butt in, "Ay, yung mga recommended ni Bo Sanchez. TRC member 'yan."

Yeah, that's my mom. She always does that. I said, "I'm keeping my core positions in tact. I do not short them." But, I am almost fully liquid now. I have withdrawn most of my stock money to use for Forex. My remaining stocks, though, I keep in long term.

My mom's friend winked. My mom is a businesswoman, and she finished accountancy, but equities are just not her stuff. She does not take any interest in the stock market at all.

So, I finally answered the lady, "Resorts World, po. Sta. Lucia Land, and Vista Land. Yan po ang mga trades ko lately." She laughed and said, "You have a good risk appetite!"

Hell yeah! But it's my trades that usually get me in trouble. But yeah, it has not stopped yet to be a profitable venture, in fairness to it.

She asked me if I have interest in UITFs, Mutual Funds and Bonds. I said I'm still learning how they're traded. I have been wanting to diversify my investments, but so far, I have only experienced dealing with futures. And then, she said, "If you really have interest in these things, you may want to be part of my team. I'll train you."

Wow! I just got myself a second job! Who would have thought that I'd find a job opportunity at a derm clinic, right?

And so, the day after that, I was oriented into the company by an officer in Urdaneta Branch. He explained the things that are required of me as a prospective financial advisor, the perks of being affiliated with this internationally linked company like PAMI. And, the many rewards if I get to do the job well. Many, many rewards.

I readily got interested in the offer. I figured that being a financial advisor can give me a chance to promote financial literacy in Baguio and in Pangasinan. And to my friends, and my students' parents, and my sisters' suki, and everybody who needs it. Based on their product orientation, hindi nakakahiyang i-alok ang mga investment programs nila, in fairness.

And if you are reading this, and you think you have what it takes to be a financial advisor, you may also want to try out, and be part of our team. :) They will be training us well in this field. And what's good about this kind of thing is that it's not full time!

What I already know, I'll also be sharing with you. We'll be one team. One entity with one common goal: to help people reach their financial aspirations by assessing their risk profile, and helping them create their financial plans for the short, the medium and the long term. I will also share with you my stock market books on fundamental and technical analysis if you want. Or just for the heck of it. LOL.

So, there. I am now reviewing for my exam tomorrow. It will be administered by the Insurance Commission for the eligibility to become a legit financial advisor. If you also plan to join the team, I will give you my reviewer! Hahaha! I researched online and compiled the materials into a thin reader. You may holler me at 0922.800.7185. You may also poke me on Facebook.

Okay now. I'm gonna go back to reviewing. Till next time, ciao!