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627 5079 02

info@capitalsurplanning.com

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financial Planing

"Tell me something and I will forget it, teach me something and I will remember it, share something with me and I will learn it."

Chinese Proverb

Our vision

  • Promote quality financial education.
  • Promote quality financial planning.
  • To provide citizens with useful tools to manage their personal assets.
  • Assist citizens in their relationship with financial intermediaries.

Our Objectives

  • To offer financial education based on quality technical standards.
  • Promote financial education through our YOWELFARE program, as an instruction manual that allows citizens to develop and implement their “Personal Financial Plan”.
  • Adapt to the personal circumstances of each citizen by means of a tailor-made suit.

Welcome to CS Financial Planning

CS Financial Planning is a company oriented to offer and promote quality financial education to citizens, as well as financial planning. We provide citizens with the necessary tools and knowledge to make informed and strategic financial decisions.

Financial education is key to long-term economic wellbeing, hence we put all our efforts into providing solid training that is accessible to all.

We are different from other companies because our educators are certified professionals and we make a written commitment to our clients to use tools and processes that meet quality technical standards for financial education* and personal financial planning**.

* UNI 11,402 on financial education of citizens. 
** ISO 22.222 for personal financial planning.