TRAINING PROGRAM

ORGANIZATIONAL GOALS

TRAINING GOALS CHINA BANK GOALS

• identify the appropriate • be the lead of providing
training strategies the best quality services
• achieve an effective an in employees and the
organized record community
management. • maintain the highest
• clear understanding with ethical standards, sense
the skills needed for the of responsibility, and
job. fairness with respect
OBJECTIVES AND BUDJET

Effort Required
Role Headcount Effort
Training Lead 1 100 hours
Training
2 16 hours
Developer
116 hours

Financial Resources
Description Budget
Headcount -- additional training
₱ 41,500
staff of 3
Training software licenses -- user
₱ 5,000
productivity kits
Additional seminars and/or e-
₱ 6,000
learnings
₱ 52,500
ORGANIZATIONAL CLIMATE INDICATORS
Sources of Data Implications for training needs
Grievances A few poor help from the management with employees.
Turnover No turnovers has been found.
Absenteeism There is a high absenteeism with the security guards.
Suggestions Hire new people, and help the trainees become more
efficient with their work.
Productivity For the higher batch of the team in China Bank to always
observe, and criticize politely the others’ work.
Accidents There has been minor accidents in the trainees. Like not
being able to help a customer with card credit help.
Short Term Sickness Only a few short term sickness has been found, but did not
affect the company.
Attitude Surveys Good
Labor Management, Data, Strikes, Lockouts, There has been a short term of lockout, but due to building
etc. development.
ANALYSIS OF EFFICIENCY INDEXES

• COST OF LABOR
Net Interest Income Credit Losses
2017 ₱754,141,076 2017 ₱19,626,403
2018 ₱141,076 2018 ₱22,926,186 22

l Quality of Product
China Bank Company has increased by 2.31 % from 2017 to 2018 in their
company and service with their assets in ratio.
l Waste
China Bank Company has decreased by 0.58% from 2017 to 2018 in their
company of new workers and service since their company has began.
CHANGES IN SYSTEM OR SUBSYTEMS
• China Bank Securities is licensed by the Securities and Exchange
Commission (“SEC”) to engage in broker-dealer activities and is also a
Trading Participant in the Philippine Stock Exchange (“PSE”)
• China Bank Securities was previously known as ATC Securities, Inc. prior to
the approval of the change to its current name last July 6, 2017.
• ATC Securities originally started out as Cathay Asia Securities, Inc. which
was incorporated on December 13, 1978. On April 12, 1984, Cathay Asia
Securities changed its name to ATC Securities, Inc. which was subsequently
acquired by China Bank Capital on March 06, 2017.
• The primary businesses are to provide China Bank’s clients with stock
brokerage as well as securities research and analysis services.
MANAGEMENT REQUESTS OR MANAGEMENT
INTERROGATION
• Internal Controls -Bank’s resources, produce timely and accurate
financial reports, comply with laws and regulations, reduce the
possibility of significant errors and irregularities, and implement
management policies to attain corporate goals.
• Internal Audit- The auditors are competent, objective, and avoid
conflicts of interest in the performance of their responsibilities.
• Risk Management-employees at all levels are responsible for the
management and reporting of risks, and risk management is
reinforced as a discipline group-wide through trainings and
communication.
MBO OR WORK PLANNING AND REVIEW
SYSTEMS
• A retirement plan is a vital part of a company’s employee benefits offering which helps drive employee
retention and satisfaction. Aside from this, setting up a retirement/employee benefit fund—a mandate
for all private corporations, except retail, service, and agricultural establishments with less than ten
employees (RA 7641)— helps companies avoid unnecessary cash flow disruptions brought about by
the payment of retirement benefits and enjoy possible direct cash benefits by way of tax savings. With
China Bank Trust and Asset Management Group as your company’s retirement fund trustee/fund
manager, you have a reliable partner to:
• Assist in the development of the retirement plan rules and regulations, coordinate with the
actuary, and register the retirement plan with the BIR for tax qualification
• Develop and implement appropriate investment strategies to maximize portfolio yield, taking
into consideration your company’s objectives, risk tolerance, tax status, and liquidity needs,
among others
• Administer the plan in accordance with its specific provisions, terms and conditions, with a
dedicated a Portfolio Officer who will personally attend to your queries and service any
requirements pertaining to your trust account