Welcome Future Financial Advisor of FinancePH! (*if you are an ACTIVE LICENSED financial advisor of financePH already please contact FinancePH HR Officer Erika 09064859172 to allow access to financePH private files.)
PLEASE READ ALL NOTES BELOW CAREFULLY IN ORDER TO PASS THE EXAM:
In order to be a financePH financial advisor, you must take two examinations: 1. (VERSE)-Variable Exam 2. (ICER)-Traditional Exam
Normally we encourage agents to first take the Variable Exam since the most sale-able products are investment type products. But most aspiring advisors can actually take both exams on the same day to save time and transportation.
Requirements to Download Reviewer: 1. Windows Powerpoint Installed 2. Windows Laptop 3. Extraction Software (Winzip/Winrar) (If you do not meet the requirements, you may download the text version reviewer here.)
Download the full reviewers by clicking here. (For the Password of the Downloaded File Contact Your Team Leader)
The self review materials contains a Powerpoint file that plays an audio explanation per slide, if you have questions on the installation of the reviewer or cannot hear the audio contact your team leader or download the text version reviewer here. If you cannot understand the slide or have questions during the review feel free to ask.
Notes to Examinees: ***Delete Files After Taxing Examination (Insular Life Properties)*** Notes to examinees: 1. Finish reviewing the reviewers 2. Answer the mock exam excel files 3. Submit Mock Exam for checking to team leader (note questions and topics that you do not understand call team leader for explanation) 4. Once exam results are satisfactory, get your exam permit and good moral character from your team leader 5. Exam schedule is Tuesday - Friday 8am to 9am and result is given 11am Venue: UN Avenue Insurance Commission (Near UN Avenue LRT)
Be there before 7:30 am because you will submit your requirements. 6. Requirements for Exam: (you have to have 1 set of requirements per exam) (each exam will take 1 hour, there are 50 multiple choice questions, 80% of the questions are in the mock exam) ---a. 6 pcs 1x1 ID picture ---b. exam permit (get from Erika) ---c. valid ID ---d. TIN Number ---e. Php750 for the gov't examination fee paid on the day of the exam
---***after passing the exam, submit your exam results to your team leader including: 1. SSS ID photocopy 2. TIN ID photocopy 3. If client has work, copy of ITR 4. 5 pcs 1x1 white background (1 set per exam) 5. 1 pc 2x2 white background (1 set per exam)
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Since 2014, FinancePH believes that financial literacy can uplift and improve families and businesses. We are here to help you improve your business and personal finances through our advocacy of financial literacy. Visit www.financeph.com to learn more.