Certified Estate Planner, PhilippinesCEPP®
Become the professional families rely on for their legacy.
Develop the expertise to guide Filipino families in protecting their wealth, preserving family harmony, and planning their legacy — practice-based training grounded in the Civil Code, Family Code, and Tax Code.
Next Run
November 18 – 20, 2026
Schedule
9:00 AM to 5:00 PM
Venue
Makati Sports Club
The CEPP® is a standalone designation course that equips financial advisors with a rigorous, practice-based framework for guiding Filipino families through succession, wealth transfer, and legacy planning. It is one of three modules that comprise the Certified Wealth Planner (CWP®) course — recognized by the Insurance Institute for Asia & Pacific (IIAP).
Course objectives
A structured, practitioner-grade approach to estate planning, grounded in Philippine law and real client situations.
Build an Estate Risk Framework
Learn to identify what a client's family stands to lose without a plan, and structure the conversation that prevents it.
Apply Philippine Estate Law with Confidence
Work fluently across the Civil Code, Family Code, and Tax Code as they apply to succession and transfer of wealth.
Use the Instruments Available
Understand the estate planning instruments available to Filipino families and how each serves a client's specific objectives.
Earn a Recognized Professional Designation
Upon completion, earn the CEPP® credential, recognized by the Insurance Institute for Asia & Pacific (IIAP).
Curriculum
3 sessions · 8 hours each · 24 total hours. Lecture and case-study methodology.
The Importance of Estate Planning
Why estate planning matters for Filipino families, and the real costs of leaving it undone.
The Practice of Estate Planning
How estate planning works in practice — the process, the conversations, and the advisor's role in it.
Applicable Philippine Laws
The Civil Code, Family Code, Tax Code, and other laws that govern succession and transfer of wealth in the Philippines.
The Estate Planning Process
Instruments available and how each works in relation to a client's objectives, plus the latest tax regulations and their effects.
3 × 8-Hour Sessions
24 total hours of instruction
Lecture + Case Study
Theory applied to real client situations
Law-Grounded
Civil Code, Family Code & Tax Code
What the designation builds in you
Open and lead estate planning conversations most advisors avoid but families need.
Apply the Civil Code, Family Code, and Tax Code accurately to real client situations.
Explain estate tax exposure and transfer instruments in language a family can act on.
Guide clients through succession planning as a structured process, not a single transaction.
Learn from a founding authority
"Known for simplifying complex legal statutes so they're easily understood."
Atty. Angelo M. Cabrera
Author of "Thy Will Be Done," one of the most authoritative books on estate planning in the Philippines, and a sought-after resource person in estate planning forums.
He brings wit, humor, and real stories that leave his audience with a practical, working grasp of succession and inheritance.
The CEPP® within the CWP® program
This module is one step toward the full CWP® designation. CEPP® is the Preserve discipline within the Certified Wealth Planner program — alongside Insurance & Risk Planning (Protect) and Investment Planning (Grow).
Requirements to earn the CEPP® designation
Become the professional families can rely on when making important legacy decisions.
The CEPP® designation gives you the framework, language, and confidence to guide Filipino families through their most important estate decisions.
Enroll in CEPP® NowQuestions? admin@wmc.org.ph · Telegram · Facebook