Personal Finance

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Course Overview

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.

We are inviting you, your friends, and your families, to join us in this short course and discover the world of Personal Finance and how can it help us make our lives better. We will talk about Cash and Credit Management, Risk Management, and Wealth Accumulation as our attempt to increase Filipinos’ financial literacy.

Instructor Notes:
1. We will try to keep updating the contents of this course from time to time to ensure its accuracy and quality.
2. Please note that this course is for educational purposes only and should not be taken as sound financial advice.


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:

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