How to Best Invest in Philippine Mutual Funds, UITFs and VULs

Here's the Edited (Faster Paced, More Concise) Webinar Replay!

Module #1 Investing Basics

This is what's we've discussed in the webinar. It covers all the basics about Pooled Fund investing: basic definitions, and investment guidelines. But there's more to learn in the next modules, and that's why we encourage you to get the full course!

Module #2 Goals Based Investing

This module covers investing in a more practical and day to day level. You'll get investment calculators so that you exactly know how much to invest to reach your financial goals. You also get techniques on how to properly track and manage your funds after you get started.

Module #3 Good to GREAT!

This is my favorite module because I take you from a Good Investor to a GREAT one! First, I'll take you thru the nitty-gritty of how to select the best mutual funds and UITFs out there. (I also tell you where you should stay away from). Then you get a comprehensive report on 108+ funds in the Philippines so you can learn which is the best performing funds. This report covers the past 10 years of performance and it alone is worth the whole course.

Full Course Contents

Here's a break-down of the full contents of our exclusive landing page training course.

  • Access to the FULL Comprehensive Investing Guide to Philippine Pooled Funds Course
  • 9+ Online Training Videos (Can also be Downloaded)
  • The CIGPF Investment Calculator (Excel Tool)
  • Comparative Report on 108+ Investment Funds In the Philippines (PDF Report)
  • 24/7 Lifetime Online Access to Members Area (You can watch anytime, anywhere!)
  • 30 Day Money Back Guarantee - Not Happy? We return 100% of your payment.


As with all of our programs and courses, we offer you a 30-day money back satisfaction guarantee. If you enroll in our course today, and if for any reason you're not happy with it, within 30 days just ask for a refund and I will return 100% of your money back. This is why this offer is no risk to you.

I am happy to offer this guarantee, because that's how much I believe in the quality of my training programs.

  • q-iconWho is this Course For?

    This course & guide was made for Filipino Investors who are ready to invest. All the funds reviewed in the comparative report are Philippine Based Funds.

    Also, this is advanced training for investing. If you are in a place in your life where you have no income, or you’re struggling to meet the day to day needs, or if you’re buried in debt, this course is NOT for you. This course is strictly for people who have enough excess cashflow for investing.

  • q-iconWhat if I'm living abroad?

    There are many other OFWs who live abroad and still invest in the Philippines. The common process to get started though usually involves you having to physically send the application forms to wherever it is you will start investing.

    Take note though that this course and the comparative report will help you in the decision of where it would be best to invest. The actual process of investing and creating your account, will be up to you. The primary benefit now is you are equipped to make smart decisions.

  • q-iconWhat are the factors in choosing a pooled fund?

    There are two factors that are significant. First is whether its able to generate returns. So for every peso I invest, how much does it earn over the investing horizon? If Fund A, generates a return of 100%, while Fund B generates 200%, then clearly Fund B is better. This is the primary measure if an investment is average, good or the best. The second factor is volatility. This refers to how big or small the fund fluctuates over time. Every investment is expected to go up and down several times. Volatility is a measure of how big those ups and downs are. This is a secondary factor that we also look at, because the greater the volatility, the more likely an investor will be scared or greedy and make bad decisions. So ideally, we want a fund that generates above average returns while having a low relative volatility. This is what is detailed in the Comparative Report of the PH Funds.

  • q-iconWhat do you think about _____ investment?

    I often receive emails where people ask what I think about their previous investments. And while I cannot answer all those questions, this course is meant to equip you with the right investment mindsets and strategies, as well as the information so you can decide for yourself whether your investments are good or bad. Remember that in this world, there are always good and bad investments. The biggest risk you face is not knowing the difference. This is what I solve in this course.

    Can you recommend the best performing Mutual Funds and UITFs? 

    Yes, I do that inside the course! Coming up with those recommendations took a lot of personal time and research, so it would really be unfair to myself if I were to give that away for free right?