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WE OFFER YOU

COURSES AND PROGRAMS

Revelar gráficos

PLANNING AND

FINANCIAL ADVICE

Are you achieving your personal, professional and financial goals?

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How  I can create more wealth   and raise my standard of living?

 

How  live with financial peace of mind?

Edificio de oficinas moderno

OPENING OF BANK ACCOUNTS IN PANAMA  

AND ABROAD

Do you  Which are   the requirements for Account Opening in Panama?

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How do you achieve a less cumbersome, more efficient process to open accounts and deposits in Panama?

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What is the customer due diligence they do   banks when opening an account, how does it impact me as a customer?

Informe financiero

FAMILY BUDGET 

AND BUSINESS

Given the current uncertainty, it is time to focus our efforts on how to manage the personal and family budget as well as the budget of the companies in the face of the new reality. In this module we will talk about planning, expenses, and financial budgeting.

Mercado de valores

INVESTMENT ADVICE

How can I get more out of my savings and investments?

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That  to do in this new reality with my investments?

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How do I manage my investment portfolio and my assets and that it adjusts to my reality?

Analizando grafos

RESTRUCTURING AND / OR REFINANCING OF BUSINESS AND PERSONAL CREDITS

How are the moratorium and modified credit processes handled with the Banks?

 

What do I have to do once the moratorium period on debt payments with financial institutions has ended?

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