Financial Literacy Concept Paper

INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC
Alimannao Hills, Peñablanca, Cagayan 3502 Philippines

Telefax No: (+63) (078) 304-1010
Website: www.isap.edu.ph E-Mail Address: adminoffice@isap.edu.ph
C OLLEGE OF B USINESS E DUCATION AND M ANAGEMENT

Document No.
ISAP-QMS-DCO Temp No: 001
BUSINESS ADMINISTRATION DEPARTMENT Effective Date: May 23, 2023
JUNIOR FINANCE EXECUTIVES Revision No. 01
GENERAL INFORMATION
Please check to indicate the nature of TITLE OF ACTIVITY: Series of Webinar
activity:
 Community Service THEME: Adaptive Excellence: Thriving Amidst the VUCA Business
 Research Colloquium/Conference Landscape
 Competition/ Sports fest
 Exhibit TYPE OF EVENT: (Pls. check)
 Fund raising
 General Assembly  Academic related  Campus community
 Parade  Administrative event  Public event
 Seminar  High impact event  Invitation- only
 Spiritual/Retreat
 Theatre presentation/ variety show
 Others, pls. specify:
Webinar
TARGET DATE/S: October 14, 28 and November 18, 2023
TARGET VENUE (please check & specify):

 ON CAMPUS
 OFF CAMPUS
Zoom Meeting
TARGET PARTICIPANT/S: 80
TOTAL NUMBER OF EXPECTED PARTICIPANT: 75
Prepared by: Reviewed by:
EDWARD JOSEPH ADRIANO MA. KATRINA S. MORA, LPT

JFINEX President Program Coordinator/Dean/Head of
Office
Recommended:
CB RONIE E. SUGAROL, MPBM

Dean, CBEM
Recommending Approval:
WINNIE T. CANCEJO, LPT, RRT, MPH

OIC, Vice President for Academic Affairs
ATTY. CRISTINA GUZMAN-NATIVIDAD, DBM

Vice President for Innovations and External Initiatives
Approved:
WILMA ROA-GUZMAN, Ph.D. CHRISTIAN R. GUZMAN, MBA

Vice President for Administration and Finance OIC, President
BRIEF DESCRIPTION OF THE PROJECT/ ACTIVITY

 One-time event (This type of event occurs
Revision No. Details Organizer Reviewer Approving Last Date Updated Page No.
01 Original DCO Program Coordinator/ VPAA,VPEI,VPAF,Pres September 7, 2023 1 of 12
Dean
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DATE RECEIVED___________CN_______
RECEIVED BY_____________TIME _____
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Document No.
only once, and lasts less than 24 hours).
In today’s fast-paced and ever-evolving business landscape, the  Multi-day event ( A Multi-day event occurs
demand for well-rounded and informed business administrators only once but lasts for more than one day)
is more critical than ever before. Business administration  Recurring Event, (Recurring events occur
regularly and on a fixed schedule. For
students are the future stewards of our corporate world, and example, EVERY FRIDAY or EVERY
their ability to navigate complex financial and operational THIRD SATURDAY) please specify:
_____________________.
challenges is vital to the success of enterprises worldwide.
To empower these future leaders, we propose the development

and implementation of a dynamic and engaging webinar series.
This series of webinars centered on Insurance, Real Estate, and
Mastery of MS Tools, is designed to equip Business
Administration students with the knowledge, skills, and insights
necessary to excel in the realms of business, finance, and
investing. Through a carefully curated series of sessions, we
aim to bridge the gap between academic theory and real-world
application, fostering a new generation of agile and astute
business administrators. This concept paper outlines the
objectives and topics of this transformative educational
initiative, seeking approval and support to embark on this
educational journey.
Date/Time Topic Speakers
October 14, Exploring Insurance: A Ms. Aiza A. Garcia

2023 @ 5:30 Guide for Financial
pm Security
October 28, Word and Excel Mr. June V. Querol

2023 @ 5:30 Mastery: A Guide
pm Towards Boosting
Office Productivity
November 18, Real-Estate 101: Mr. Gerald Ramos

2023 @5:30 pm Exploring The
Fundamentals
OBJECTIVE/S OF THE PROJECT/ACTIVITY:
Dean
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At the end of the project/activity, the participants are expected to:

1. Empower Comprehensive Business Insights: To provide the Business Administration students with a broad
understanding of various aspects critical to success in business, spanning insurance literacy, MS Tool
proficiency, and real estate fundamentals.
2. Enhance Financial Competence: Equip participants with the financial literacy required to make informed
decisions, whether in insurance planning, data analysis using MS tools, or real estate investment analysis.
3. Nurture Problem-Solving Skills: Foster a problem-solving mindset across different domains, enabling
participants to apply critical thinking and analytical skills to real-world business challenges.
4. Cultivate Adaptability: Encourage adaptability and versatility among participants, enabling them to
navigate dynamic business environments.
GUIDELINES
A. PRE-IMPLEMENTATION STAGE
Last September 4, 2023, the JFINEX-ISAP CHAPTER Executive Board held a meeting to discuss the
aforementioned webinars. The Club's adviser and officers agreed to hold a series of webinars for the
Months of October and November. The committee agreed that expenses will be charged to the
organization’s fund.
B. IMPLEMENTATION STAGE
The students will observe the following agreements on/before the seminar and activity:
 Business Administration students will be attending this event, and they must pre-register to
ensure that there are no disruptions or delays during the activity on the stated date;
 Announcement shall be posted in the JFINEX Chapter Official FB Page aside from the letter
of invitation to be forwarded to different colleges and universities offering Business
Administration in the country as our means of dissemination process;
 There will be registration fee of P100.00 on this webinar for the Resource Speaker’s
Honorarium;
 Students who will not pay their registration fee will be facing consequences from their
advisers.
 The e-certificate will be given to those successfully join the webinar and will be sent thru their
email addresses;
 The Zoom meeting ID will be sent directly into their respective email addresses once they
successfully registered using the online registration form;
 All participants must join the Zoom meeting and secure their virtual attendance at 5:30 p.m.-
8:00 p.m;
 JFINEX officers are responsible for ensuring the smooth flow of the seminar;
 Students are not permitted to leave the meeting while the seminar is still in progress, and strict
attendance monitoring is required.
 Proper decorum and self-discipline are expected, as are strict adherence to rules and
Dean
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Document No.
regulations, and
 Evaluation will be given to participants after the 3-day webinar.
C. EVALUATION STAGE
Following the webinar, participants must complete an evaluation form provided by Google Forms in order to
determine and know the efficiency of the activity. The narrative evaluation, with photo documentation, as
well as the financial statement, will be submitted five (5) working days after the program's completion. A
post-test will also be given to assess the level of knowledge gained from the webinar. The class advisers will
review attendance the following day; if a student is determined and proven to be late or absent during any part
of the program, this will be reported to the Adviser and Dean for appropriate action.
FLOW OF THE PROGRAM
October 14, 2023
5:30 – 5:35pm Opening Prayer: Enjenette Dela Rosa
5:35 – 5:45 pm National Anthem and ISAP Hymn Vision/Mission
5:45 – 6:00 pm Opening Remarks: Mrs. Jaecel Bangayan
6:00 – 6:10 pm Introduction to Speaker Edward Joseph Adriano
6:10 – 6:40 pm Speaker: Ms. Aiza A. Garcia
6:40 – 7:10 pm Open Forum
7:10 – 7:20 pm Presentation of Token of Appreciation to the Resource Speaker
7:20 – 7:25 pm Intermission Enjenette Dela Rosa
7:25 – 7:30 pm Closing Prayer Jasmin Lopez
Masters of Ceremony
Gilliane Tamaray
Russel Laman
October 28, 2023
5:30 – 5:35pm Opening Prayer: Mary Grace Tomboc
5:45 – 6:00 pm Opening Remarks: Edward Joseph Adriano
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6:00 – 6:10 pm Introduction to Speaker Joseph Agbulos
6:10 – 6:40 pm Speaker: Mr. June V. Querol
7:20 – 7:25 pm Intermission Mariz Castro
7:25 – 7:30 pm Closing Prayer Joel Cudal
Masters of Ceremony
Carl Lexter Velasco

Joel Cudal
November 14, 2023
5:30 – 5:35 pm Opening Prayer: Loreinne Cullado
5:45 – 6:00 pm Opening Remarks: Enjenette Dela Rosa
6:00 – 6:10 pm Introduction to Speaker Gilliane Tamaray
6:10 – 6:40 pm Speaker: Mr. Gerald Ramos
7:20 – 7:25 pm Intermission Carl Lexter Velasco
7:25 – 7:30 pm Closing Prayer Hannah Mae Blanca
Masters of Ceremony
Jhon Paul Calabia

Cyrine Umbrero
Dean
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Dean
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SUMMARY OF ACTIVITIES
BREAKDOWN OF EXPENSES
SOURCE(S) OF FUNDING
Registration Fee (80x100) = P 8,000.00
Resource Speakers: (1500x3) = (P 4,500.00)
Parchment paper (270x1) = (P 270.00)
Token (150x3) = (P 450.00)
Total expenses = P 5,220.00
MERBA A. DIAZ, MBA WILMA ROA-GUZMAN, Ph.D

OIC, Finance Office Vice President for Administration and Finance
PHYSICAL SET-UP REQUIREMENT ( for ON CAMPUS):
( Chairs, sound system maintenance, personnel needed, lighting and / or electrical connections, construction required)
SUSAN A. BALIUAG, MBA

General Services Officer-In-Charge
Dean
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ANNEXES
1. MOA (if necessary)
2. Working Committee
REGISTRATION COMMITTEE
CHAIRMAN: CHRISTINE JOY DELOS SANTOS BSBA IV
MEMBERS: JHON PAUL CALABIA BSBA 1, FRITZIELYNE SIMON BSBA II, GILLIANE TAMARAY BSBA III
PAPERWORKS
CHAIRMAN: EDWARD JOSEPH ADRIANO BSBA III
MEMBER: KHAILLA RICHE B. FAILOGA BSBA IV
TECHNICAL COMMITTEE
CHAIRMAN: MA. CLARISSA GALOPE BSBA IV
MEMBERS: GILLIANE TAMARAY BSBA III
3. Speakers CV (if necessary)

4. Logistic Form
4.1 Logistics on Transportation (if needed)
4.2 Logistics for Off Campus Venue (if needed)
5. Evaluation Form
Please rate your satisfaction with the content of the webinar by indicating your level of agreement or disagreement with each
of the following statements.
1-Strongly disagree 2- Disagree 3- Neutral 4-Agree 5-Strongly agree
1 2 3 4 5
The session delivered the information I expected to receive.
The subject matter was presented effectively.
The pace of the webinar was satisfactory.
Dean
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The duration of the webinar was sufficient for the material covered.
The speaker was knowledgeable.
As a result of this webinar, I gained new knowledge applicable to my

circumstances.
I plan to apply what I learned in this webinar.
Webinars are an effective way for students to obtain knowledge and information.
The speakers responded to questions.
I feel like I now understand this program or service much better.
I am interested in attending future webinars offered by the Department.
What did you like MOST about the webinar?
What did you like LEAST about the webinar?
Suggest a future topic or a way we could improve our webinars.
Dean
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Telefax No: (+63) (078) 304-1010

Document No.
September 11, 2023
MS. AIZA A. GARCIA
Ma’am:
We are glad to cordially invite you to the Business Administration Series of Webinar with
the theme “Adaptive Excellence: Thriving Amidst the VUCA Business Landscape” with the
topic “Exploring Insurance: A Guide for Financial Security” as a Resource Speaker. This
event will be held via Zoom Meeting on October 14, 2023, at 5:30 p.m. in the afternoon. We will
be honored if you consider granting us your presence.
Please confirm your availability on or before October 14, 2023, by contacting us at

(0926-994-8801) or by emailing us at (bangayanjaecel@gmail.com).
We are eager to have you as a guest.
Best Regards,
JAECEL E. BANGAYAN
JFINEX Adviser
Dean
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Document No.
September 11, 2023
ENGR. JUNE V. QUEROL, LPT

Computer Engineering Instructor
This Institution
Sir:
topic “Word and Excel Mastery: A Guide towards Boosting Office Productivity” as a
Resource Speaker. This event will be held via Zoom Meeting on October 28, 2023, at 5:30 p.m.
in the afternoon. We will be honored if you consider granting us your presence.

Best Regards,
JAECEL E. BANGAYAN
JFINEX Adviser
Dean
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Telefax No: (+63) (078) 304-1010

Document No.
September 11, 2023
MR. GERALD RAMOS
Sir:
topic “Real-Estate 101: Exploring the Fundamentals” as a Resource Speaker. This event will
be held via Zoom Meeting on November 18, 2023, at 5:30 p.m. in the afternoon. We will be
honored if you consider granting us your presence.

Best Regards,
JAECEL E. BANGAYAN
JFINEX Adviser
Dean
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INTERNATIONAL SCHOOL OF ASIA AND THE PACIFIC

Alimannao Hills, Peñablanca, Cagayan 3502 Philippines

C OLLEGE OF B USINESS E DUCATION AND M ANAGEMENT

TARGET VENUE (please check & specify):

TOTAL NUMBER OF EXPECTED PARTICIPANT: 75

Prepared by: Reviewed by:

EDWARD JOSEPH ADRIANO MA. KATRINA S. MORA, LPT

CB RONIE E. SUGAROL, MPBM

WINNIE T. CANCEJO, LPT, RRT, MPH

ATTY. CRISTINA GUZMAN-NATIVIDAD, DBM

WILMA ROA-GUZMAN, Ph.D. CHRISTIAN R. GUZMAN, MBA

BRIEF DESCRIPTION OF THE PROJECT/ ACTIVITY

C OLLEGE OF B USINESS E DUCATION AND M ANAGEMENT

To empower these future leaders, we propose the development

Date/Time Topic Speakers

October 14, Exploring Insurance: A Ms. Aiza A. Garcia

October 28, Word and Excel Mr. June V. Querol

November 18, Real-Estate 101: Mr. Gerald Ramos

OBJECTIVE/S OF THE PROJECT/ACTIVITY:

C OLLEGE OF B USINESS E DUCATION AND M ANAGEMENT

At the end of the project/activity, the participants are expected to:

C OLLEGE OF B USINESS E DUCATION AND M ANAGEMENT

FLOW OF THE PROGRAM

October 14, 2023

5:30 – 5:35pm Opening Prayer: Enjenette Dela Rosa

5:35 – 5:45 pm National Anthem and ISAP Hymn Vision/Mission

5:45 – 6:00 pm Opening Remarks: Mrs. Jaecel Bangayan

6:00 – 6:10 pm Introduction to Speaker Edward Joseph Adriano

6:10 – 6:40 pm Speaker: Ms. Aiza A. Garcia

6:40 – 7:10 pm Open Forum

7:10 – 7:20 pm Presentation of Token of Appreciation to the Resource Speaker

7:20 – 7:25 pm Intermission Enjenette Dela Rosa

7:25 – 7:30 pm Closing Prayer Jasmin Lopez

October 28, 2023

5:30 – 5:35pm Opening Prayer: Mary Grace Tomboc

5:35 – 5:45 pm National Anthem and ISAP Hymn Vision/Mission

5:45 – 6:00 pm Opening Remarks: Edward Joseph Adriano

C OLLEGE OF B USINESS E DUCATION AND M ANAGEMENT

6:00 – 6:10 pm Introduction to Speaker Joseph Agbulos

6:10 – 6:40 pm Speaker: Mr. June V. Querol

6:40 – 7:10 pm Open Forum

7:10 – 7:20 pm Presentation of Token of Appreciation to the Resource Speaker

7:20 – 7:25 pm Intermission Mariz Castro

7:25 – 7:30 pm Closing Prayer Joel Cudal

Carl Lexter Velasco

November 14, 2023

5:30 – 5:35 pm Opening Prayer: Loreinne Cullado

5:35 – 5:45 pm National Anthem and ISAP Hymn Vision/Mission

5:45 – 6:00 pm Opening Remarks: Enjenette Dela Rosa

6:00 – 6:10 pm Introduction to Speaker Gilliane Tamaray

6:10 – 6:40 pm Speaker: Mr. Gerald Ramos

6:40 – 7:10 pm Open Forum

7:10 – 7:20 pm Presentation of Token of Appreciation to the Resource Speaker

7:20 – 7:25 pm Intermission Carl Lexter Velasco

7:25 – 7:30 pm Closing Prayer Hannah Mae Blanca

Jhon Paul Calabia

C OLLEGE OF B USINESS E DUCATION AND M ANAGEMENT