CARITAS FINANCIAL

PLANS INCORPORATED
Presented by:
Meana, Kriel James
Gallardo, Julie Ann
Tallongen, Fredalin
 Chapter 1
Introduction
• HISTORY OF THE COMPANY
CARITAS FINANCIAL PLANS, INC is a wholly-
owned subsidiary of Caritas Health Shield duly
registered with the Securities and Exchange
Commission and licensed by the Insurance
Commission to act as a pre-need company.
Originally incorporated and registered on
October 8, 1993 as Vantage Pension and
Education Plans, Inc.

On June 29, 2007, the Securities and Exchange

Commission (SEC) formally approved the
registration of the P150 Million- capitalized
CARITAS FINANCIAL PLANS as a dealer of
securities in the form of pre-need plans.
• Now with more than P800 Million in total
trust funds and a paid-up capital of P250
Million, CARITAS FINANCIAL PLANS, INC.
reaches out to clients and stakeholders with
its present 22 branches nationwide.
Vision
• We will be the leading financial services
company to market investment and financial
products to the average Filipino, help alleviate
poverty by fostering the habit of saving, and
build financially stable families.
Mission
• Our mission is to help create strong middle
income Filipinos by helping them achieve
financial independence through our business
opportunity, products, and services.
 Goals/Objective

• To sell the 2 main pre-need products which is Elite

and Mabuhay.
• To find potential clients and help them save money
that can yield in a maturity date for example of 15
years, wherein they pay a plan for five years and
receive money for the next 10 years.
Organizational Structure
Juvy L. Hernandez
CFPI- Baguio Branch

 Marian Reiko M. Rimando

CFPI- Baguio Agency Services Assistant
• VICTORIOUS 18 AGENCY-Agency Manager:
Daisy A.
• OYUBOY AGENCY-Agency Manager: Raul A.
Hernandez
• BAGUIO EAGLES AGENCY-Agency Manager:
Florenda B. Salog
• TIM BELIEVERS AGENCY-Agency Manager:
Christian Jay C. Marzo
 CHAPTER 2
BODY
• Daily Accomplishment Report

Wee Wee Wee Wee Wee Wee Wee Wee Wee Wee
k1 k2 k3 k4 k5 k6 k7 k8 k9 k 10

• Week 1-3 -inside the company

• Week 4-8-outside the company
• Week9-10-inside the company
• New Skills Acquired and Skills Improved
• Management techniques observed
• Classroom Skills Employed
• Problems Encountered
• Business Challenges
• Lesson Learned
 Chapter 3
Conclusions and Recommendation
• Conclusion
Based on the practicum experience(work immersion),
we, the trainees are opened to business world wherein
we are engaged to work in actual workplace. The overall
strength of this activity is that trainees gained
experiences and knowledges for them to use in their
future profession. It is also very helpful for their present
course because they are applying what they learned. We
think that the only weakness of this activity is that there
is lacking in day to day activities and sometimes there are
wasted times.
• This practicum is originally helpful for
trainees to choose the career path they want
especially as an ABM students who are
engage in business are, it is beneficial for
them to learn how these business operates.
• Our expectation s as a trainee in the first place
is that work immersion is hard and we lose
hope but when we are in the workplace our
expectation s goes beyond because we applied
what we have learned in a classroom setting
that is why we can easily do the task they
gave.
• Recommendations
I recommend to the future interns or trainees that
don’t rely on only task they gave but also you need
to ask more activities for you to maximize your time
and for you to gain more experience.