Date(s) - 01/30/2018
9:00 am - 5:00 pm

The Legend Villas


Personal Financial Management: Tool for Employee Engagement

Course Overview

How your employees handle their personal finances and manage their budget plays a huge role in one’s personal life and professional career. Personal Financial Management can help you manage your employees’ personal stress and consequently increase employee engagement. One does not have to be a professional financial planner to lead themselves to financial freedom. Financial freedom results in focused employees with higher productivity and effectiveness.

Learning Objectives

  • Understand Financial Stress and Impediments to Performance
  • Appreciate Financial Wellness as part of Employee Engagement Programs
  • Manage Spending and Budget
  • Set financial goals and making it happen
  • Usher in financial freedom for self and employees.

Course Outline

  • Defining Personal Financial Situations
    • Identifying causes of financial stress
  • How financial stress affects performance
    • Financial Wellness Program
  • Keeping employee engagement high
    • Keeping employees focused
  • Handling Personal Finances
    • Setting Financial Goals
  • Deciding on a Personal Budget
    • Introduction of Financial instruments to beginners
  • Practical Ways to Reduce and Avoid Debt
    • Creating effective habits of saving money
  • Obtaining Financial Freedom
    • Match financial goals with the correct financial product

Facilitator Profile

Facilitator Personal Financial Management

Ms. Victoria Estacio holds a concurrent position in People Dynamics, Inc. and Profiles Asia Pacific, Inc. as Director for HR Consulting and Special Projects. She holds a Bachelor’s Degree in Management from the Ateneo de Manila University. She is a certified facilitator for Genos International Emotional Intelligence Program.  Ms. Estacio overseas all HR/OD projects for People Dynamics, Inc. involved in projects such as Organizations Structuring and Staffing Pattern, Competency Framework, Job Description Writing and Position Profiling, Job Assessments and profiling, Module Development and Management Training Programs, Customer Satisfaction and Employee Engagement surveys, among other projects.  She earned a Certificate of Authority for Insurance Commission and is a Registered Financial Planner. She has worked in the field of Sales and Marketing and Operations in the following roles: Assistant Vice President of Corporate Solutions, Sales and Marketing Department with Philam Life, Manager, Bancassurance with Grepalife, Senior Sales Manager with Yapster, and Unit Head of Front End Acquisitions with Citibank, N.A. Ms. Estacio is a recipient of various awards including the Philam Life Annual Fast Start award for both Credit and Group Life (an award that has never been given to Group Life), and the “Exceptional Performance Award” from Citibank N.A. for participation in the credit card launch in Guam, USA. She also conducts personal financial coaching and training and has conducted numerous training on strategic management, financial planning, and sales.

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