Training the Filipino Financial Services Professional.
Training the Filipino Financial Services Professional.
Acquire knowledge and skills you need to elevate your game from the preeminent provider of training and resources.
Training the Filipino Financial Services Professional.
How can we help you?
We equip you with knowledge and skills that enable you to be of great help to your clients.
Best of all, you get credentials to acknowledge your competence.
How can we help you?
We equip you with knowledge and skills that enable you to be of great help to your clients. Best of all, you get credentials to acknowledge your competence.
How can we help you?
We equip you with knowledge and skills that enable you to be of great help to your clients. Best of all, you get credentials to acknowledge your competence.
DESIGNATION COURSE
CERTIFIED WEALTH PLANNER COURSE
This course equips participants with knowledge and skills to competently guide clients in wealth creation, wealth protection, and wealth conservation.
DESIGNATION COURSE
ESTATE PLANNING COURSE
This course is designed to provide participants with practice-based knowledge and skills that make them competent guides in the process of estate planning.
DESIGNATION COURSE
INVESTMENT, TRUST &
ESTATE MANAGEMENT SEMINAR (ITEMS)
DESIGNATION COURSE
CERTIFIED WEALTH PLANNER COURSE
This course equips participants with knowledge and skills to competently guide clients in wealth creation, wealth protection, and wealth conservation.
DESIGNATION COURSE
ESTATE PLANNING COURSE
This course is designed to provide participants with practice-based knowledge and skills that make them competent guides in the process of estate planning.
DESIGNATION COURSE
INVESTMENT, TRUST &
ESTATE MANAGEMENT SEMINAR (ITEMS)
DESIGNATION COURSE
CERTIFIED WEALTH PLANNER COURSE
This course equips participants with knowledge and skills to competently guide clients in wealth creation, wealth protection, and wealth conservation.
DESIGNATION COURSE
ESTATE PLANNING COURSE
This course is designed to provide participants with practice-based knowledge and skills that make them competent guides in the process of estate planning.
DESIGNATION COURSE
INVESTMENT, TRUST & ESTATE MANAGEMENT SEMINAR (ITEMS)
This course covers the fundamentals of trust, investment management as well as trust operations and investment programs.
Be one of our esteemed alumni.
As the leader of a young and dynamic group of professionals. I believe that it is very important to keep on improving not just your team but also yourself. 12 of my team members joined me in enrolling in the CWP/CEPP course to show our commitment to our clients and our profession. I am very happy with the vastly improved skills and knowledge of my members and dream of having every member of my team complete the course eventually!
Attendance at the CWP and CEPP enabled me to attract High Networth Clients to start estate planning programs for them. The classes and the webinars I attended provided me with tools to be confident as a wealth planning practitioner. Continuing education is a value I adhered to in my 35 years in the business and will always be important.
I learned a lot from CWP modules - Health, Investment, and Estate Planning. It enhanced my knowledge about the 3 major topics. I was able to share some of the ideas that I've learned with my agents. "HIGHLY RATED FACILITATORS". They met my expectations about the course. They added more value to the products and the business itself, in short "may saysay talaga ang ginagawa natin", because we are here to help people. I have no regrets about attending the seminar because I realized that I need to learn more about the business. The tuition fee is cheap to compare with the knowledge that I earned from the course.
I joined Pru Life UK in early 2010. Even at a young age, I had always wanted to pursue a career that would be able to help other people's lives. I found that fulfillment in being a life insurance agent. With being able to provide my clients with the best possible solutions to their financial concerns as my top priority, I knew I needed to further enhance my knowledge and skills in total wealth management, Investment Planning, and Estate Planning. In the market now, I felt that the CWP course is the best training and skills development out there for us financial advisors.
CWP and CEPP Certifications add a competitive advantage to my professional services as a financial advisor and manager. It brings my expertise in wealth and estate planning to a higher level that is greatly beneficial to my clients and their families. Providing valuable and significant advice is my utmost concern, thanks to the Wealth Management Center of the Philippines.
I started with Sun Life in 2010. I became a Financial Adviser because I wanted a career that would positively impact the lives of my countrymen in this generation and the next generations to come. Fulfilling this calling and at the same time achieving my personal and career goals is truly a blessing. Taking the CWP course, for me, is a commitment to professionalism by acquiring knowledge from the industry's top gurus and developing my confidence and competence as I apply these learnings in my financial advisory profession.
I joined Insular Life as a financial adviser two years ago and it was a very competitive space. I know I needed to give more value to my clients for me to succeed in this career and so I decided to enroll at WMC. Being a Wealth and Estate Planner not only gives more professional value to my business card but the learnings I had allowed me to help families do more greater good in terms of Family Wealth Management, from the Creation, Protection, to the Conservation of one's Hard-Earned Possessions.
I joined Manulife in October 2014. The tipping point that made me leave a comfortable highly paid job was when I realized that no matter what companies do to provide medicines to cancer patients, patients will still not have enough financially to continue treatment. I decided to join the financial services industry to teach financial literacy. I chose CWP because I know the faculty to be experts in their fields, and my region head encouraged me to. That advice affirmed my decision to enroll in CWP. Looking back, I'm happy I did.
I started with Pru Life UK in 2015 when I was invited to this industry. I was in the corporate world before Pru but I wanted to scale up and help people, so I decided to pursue my passion and be a full-time adviser. I took the CWP course because I want to be the best service to my existing and future clients. CWP increased my knowledge and sharpened my skills in the areas of wealth creation, wealth protection, and wealth conservation. Lastly, CWP reinforced the cause I believe in: that the pursuit of wealth is a patriotic duty. When Filipinos become rich, the Philippines becomes a rich and strong country.
Taking up CWP equipped me a lot in making more meaningful conversations and relationships with my clients. I have levelled up myself in addressing financial needs and I am so glad I took this early on in this profession. I am grateful and honored to have been taught and mentored by the best in this industry.
Be one of our esteemed alumni.
As the leader of a young and dynamic group of professionals. I believe that it is very important to keep on improving not just your team but also yourself. 12 of my team members joined me in enrolling in the CWP/CEPP course to show our commitment to our clients and our profession. I am very happy with the vastly improved skills and knowledge of my members and dream of having every member of my team complete the course eventually!
Attendance at the CWP and CEPP enabled me to attract High Networth Clients to start estate planning programs for them. The classes and the webinars I attended provided me with tools to be confident as a wealth planning practitioner. Continuing education is a value I adhered to in my 35 years in the business and will always be important.
I learned a lot from CWP modules - Health, Investment, and Estate Planning. It enhanced my knowledge about the 3 major topics. I was able to share some of the ideas that I've learned with my agents. "HIGHLY RATED FACILITATORS". They met my expectations about the course. They added more value to the products and the business itself, in short "may saysay talaga ang ginagawa natin", because we are here to help people. I have no regrets about attending the seminar because I realized that I need to learn more about the business. The tuition fee is cheap to compare with the knowledge that I earned from the course.
I joined Pru Life UK in early 2010. Even at a young age, I had always wanted to pursue a career that would be able to help other people's lives. I found that fulfillment in being a life insurance agent. With being able to provide my clients with the best possible solutions to their financial concerns as my top priority, I knew I needed to further enhance my knowledge and skills in total wealth management, Investment Planning, and Estate Planning. In the market now, I felt that the CWP course is the best training and skills development out there for us financial advisors.
CWP and CEPP Certifications add a competitive advantage to my professional services as a financial advisor and manager. It brings my expertise in wealth and estate planning to a higher level that is greatly beneficial to my clients and their families. Providing valuable and significant advice is my utmost concern, thanks to the Wealth Management Center of the Philippines.
I started with Sun Life in 2010. I became a Financial Adviser because I wanted a career that would positively impact the lives of my countrymen in this generation and the next generations to come. Fulfilling this calling and at the same time achieving my personal and career goals is truly a blessing. Taking the CWP course, for me, is a commitment to professionalism by acquiring knowledge from the industry's top gurus and developing my confidence and competence as I apply these learnings in my financial advisory profession.
I joined Insular Life as a financial adviser two years ago and it was a very competitive space. I know I needed to give more value to my clients for me to succeed in this career and so I decided to enroll at WMC. Being a Wealth and Estate Planner not only gives more professional value to my business card but the learnings I had allowed me to help families do more greater good in terms of Family Wealth Management, from the Creation, Protection, to the Conservation of one's Hard-Earned Possessions.
I joined Manulife in October 2014. The tipping point that made me leave a comfortable highly paid job was when I realized that no matter what companies do to provide medicines to cancer patients, patients will still not have enough financially to continue treatment. I decided to join the financial services industry to teach financial literacy. I chose CWP because I know the faculty to be experts in their fields, and my region head encouraged me to. That advice affirmed my decision to enroll in CWP. Looking back, I'm happy I did.
I started with Pru Life UK in 2015 when I was invited to this industry. I was in the corporate world before Pru but I wanted to scale up and help people, so I decided to pursue my passion and be a full-time adviser. I took the CWP course because I want to be the best service to my existing and future clients. CWP increased my knowledge and sharpened my skills in the areas of wealth creation, wealth protection, and wealth conservation. Lastly, CWP reinforced the cause I believe in: that the pursuit of wealth is a patriotic duty. When Filipinos become rich, the Philippines becomes a rich and strong country.
Taking up CWP equipped me a lot in making more meaningful conversations and relationships with my clients. I have levelled up myself in addressing financial needs and I am so glad I took this early on in this profession. I am grateful and honored to have been taught and mentored by the best in this industry.
Be one of our esteemed alumni.
As the leader of a young and dynamic group of professionals. I believe that it is very important to keep on improving not just your team but also yourself. 12 of my team members joined me in enrolling in the CWP/CEPP course to show our commitment to our clients and our profession. I am very happy with the vastly improved skills and knowledge of my members and dream of having every member of my team complete the course eventually!
Attendance at the CWP and CEPP enabled me to attract High Networth Clients to start estate planning programs for them. The classes and the webinars I attended provided me with tools to be confident as a wealth planning practitioner. Continuing education is a value I adhered to in my 35 years in the business and will always be important.
I learned a lot from CWP modules - Health, Investment, and Estate Planning. It enhanced my knowledge about the 3 major topics. I was able to share some of the ideas that I've learned with my agents. "HIGHLY RATED FACILITATORS". They met my expectations about the course. They added more value to the products and the business itself, in short "may saysay talaga ang ginagawa natin", because we are here to help people. I have no regrets about attending the seminar because I realized that I need to learn more about the business. The tuition fee is cheap to compare with the knowledge that I earned from the course.
I joined Pru Life UK in early 2010. Even at a young age, I had always wanted to pursue a career that would be able to help other people's lives. I found that fulfillment in being a life insurance agent. With being able to provide my clients with the best possible solutions to their financial concerns as my top priority, I knew I needed to further enhance my knowledge and skills in total wealth management, Investment Planning, and Estate Planning. In the market now, I felt that the CWP course is the best training and skills development out there for us financial advisors.
CWP and CEPP Certifications add a competitive advantage to my professional services as a financial advisor and manager. It brings my expertise in wealth and estate planning to a higher level that is greatly beneficial to my clients and their families. Providing valuable and significant advice is my utmost concern, thanks to the Wealth Management Center of the Philippines.
I started with Sun Life in 2010. I became a Financial Adviser because I wanted a career that would positively impact the lives of my countrymen in this generation and the next generations to come. Fulfilling this calling and at the same time achieving my personal and career goals is truly a blessing. Taking the CWP course, for me, is a commitment to professionalism by acquiring knowledge from the industry's top gurus and developing my confidence and competence as I apply these learnings in my financial advisory profession.
I joined Insular Life as a financial adviser two years ago and it was a very competitive space. I know I needed to give more value to my clients for me to succeed in this career and so I decided to enroll at WMC. Being a Wealth and Estate Planner not only gives more professional value to my business card but the learnings I had allowed me to help families do more greater good in terms of Family Wealth Management, from the Creation, Protection, to the Conservation of one's Hard-Earned Possessions.
I joined Manulife in October 2014. The tipping point that made me leave a comfortable highly paid job was when I realized that no matter what companies do to provide medicines to cancer patients, patients will still not have enough financially to continue treatment. I decided to join the financial services industry to teach financial literacy. I chose CWP because I know the faculty to be experts in their fields, and my region head encouraged me to. That advice affirmed my decision to enroll in CWP. Looking back, I'm happy I did.
I started with Pru Life UK in 2015 when I was invited to this industry. I was in the corporate world before Pru but I wanted to scale up and help people, so I decided to pursue my passion and be a full-time adviser. I took the CWP course because I want to be the best service to my existing and future clients. CWP increased my knowledge and sharpened my skills in the areas of wealth creation, wealth protection, and wealth conservation. Lastly, CWP reinforced the cause I believe in: that the pursuit of wealth is a patriotic duty. When Filipinos become rich, the Philippines becomes a rich and strong country.
Taking up CWP equipped me a lot in making more meaningful conversations and relationships with my clients. I have levelled up myself in addressing financial needs and I am so glad I took this early on in this profession. I am grateful and honored to have been taught and mentored by the best in this industry.
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