Personal Finance

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Course Overview

English ∙ Self-paced ( 2 hr 55 mins )

About the Course

In 2016, Standard & Poor (S&P) found that only 25% of Filipino adults are financially literate, with over 75 million having no idea about insurance, inflation, and even the mere idea of savings accounts.1 Citing the study conducted by World Bank in 2015, Bangko Sentral ng Pilipinas said, Filipino adults could correctly answer only 3 out of 7 financial literacy-related questions about basic numeracy, computing compounding interest, fundamentals of inflation, and investment diversification — only 2% of Filipino adults answered all questions correctly.2

1 Go, Vernon. 2021. “State Of Financial Education In The Philippines”. 

2 “Boosting Filipinos’ Financial Literacy, One Program At A Time”. 2019. Businessworld.

Course Objective

  • To introduce world of personal finance
  • To provide an overview of how personal financing can assist us in improving our lives.
  • To discuss cash and credit management, risk management, and wealth accumulation to expand the financial literacy of Filipinos.

Course Outline

  • Basic concepts and foundations
  • Some technical and computation
  • Completion

Target Participants

Individuals that are eager to know more about personal finance.

Certificate Requirements

  • Completion of recorded webinar + quiz + activity
  • Pass the item multiple choice with 100% mark
  • Comment your feedback to the main page of the course


Rexon Holgado

Rex is from Balanga City, Bataan but he is currently based in Singapore. He took his Bachelor’s Degree in Civil Engineering at Adamson University, Manila, Postgraduate Diploma at Emeritus Institute of Management, Singapore, and currently taking his Master's Degree at the University of Illinois Urbana-Champaign. He is an advocate of child sponsorship and financial literacy. And he has authored an eBook about investing in Pooled Funds that covers Mutual Funds, Unit Investment Trust Funds, and Exchange Traded Funds. His eBook can be downloaded for free at or at You may check his LinkedIn profile at:

Student Feedback


Course Rating


1 Review on “Personal Finance

  1. The topics were extremely informative and excellently prepared. I learned effective management of money, expense reduction, and wiser investment. The speakers were engaging and easy to understand. Thank you for this, Ask Lex PH! I became more confident to achieve my personal financial goals.