“October is recognized as National Financial Planning Month in the United States, making it an ideal time for the Philippines to embrace a similar focus on financial literacy,” BPI Wealth-A Trust Corp. President and CEO Maria Theresa D. Marcial said.
The “Wealth Wellness Month” kicks off with “FinQuest: Road to Financial Inclusion,” a program tailored for graduating students that explore money management, earning potential and the vital role of financial education. The initiative began with the “Financial Inclusion Challenge,” where over 40 participants submitted project proposals to improve investment accessibility in the Philippines. From this pool, 15 teams advanced to showcase their ideas before a panel of industry experts.
Participants will get a first look at the soon to be launched BPI Wealth Builder Multi-Asset Mutual Fund Inc., a new mutual fund to be managed by BPI Wealth. The BPI Wealth Builder is designed to grow with investors and support their financial journey.