Certified Investment Planner, PhilippinesCIPP®
The credential clients trust in every market cycle.
A practitioner-grade framework for building investment plans, guiding clients through market volatility, and leading portfolio conversations with real authority — one of the three disciplines behind the full CWP® designation.
Next Run
November 3-5, 2026
Schedule
9:00 AM – 5:00 PM daily
Venue
Makati Sports Club
The CIPP® is a standalone designation course that equips financial advisors with a rigorous framework for guiding clients through investment planning, portfolio construction, and the behavioral dimensions of wealth creation. 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
The CIPP® gives financial professionals a structured, practitioner-grade approach to investment planning — grounded in Philippine financial market realities and behavioral finance principles.
Build a Financial Wellness Framework
Develop a systematic approach to assessing your client's financial health, investment readiness, and risk tolerance before recommending any solution.
Master Bonds, Stocks & Portfolio Construction
Deepen your fluency in the fundamental drivers of bonds and equities — valuation, risk factors, and the mechanics of building a diversified portfolio.
Navigate Behavioral Finance with Clients
Understand investor psychology and the biases that drive poor decisions during volatile markets — and guide clients toward rational, long-term positions.
Earn a Recognized Professional Designation
Earn the CIPP® credential — recognized by IIAP — setting you apart as a credible investment planning authority.
Course curriculum
3 days · 9 sessions · 8 hours each. Full syllabus provided upon enrollment.
Foundation of Investment Planning
Financial Wellness Review
- Survey on Financial Wellness
- Financial Wellness Framework
Wealth Creation
- Overview of investment planning
- Role of financial advisors
- Financial goals and risk tolerance
- Asset allocation and diversification
- Overview of investment vehicles
- Investment objectives
Deep Dive on Bonds and Stocks
Time Value of Money
- Future value (compounding)
- Present value (discounting)
- Applications
Understanding Bonds & Stocks
- Definitions, components, key drivers and risks
- Fundamental and technical analysis
- Common mistakes and misconceptions
Practical Investing
Behavioral Finance and Client Decision-Making
- Investor psychology
- Traditional vs. behavioral finance
Approaches to Investing
- Active vs. passive investing
- Life stage and market cycle approach
- Peso / dollar cost averaging
- Value vs. growth investing
Full syllabus provided upon enrollment. Topics confirmed with WMC administration.
What you'll be able to do
Tangible competencies you carry into every client conversation from day one after the course.
Assess Investment Readiness
Conduct a rigorous financial wellness review to understand a client's true investment capacity, goals, and risk profile before presenting any solution.
Explain Bonds & Equities with Authority
Discuss the mechanics, pricing, and risks of bonds and stocks in plain language — so clients understand what they're holding and why.
Manage Investor Behavior
Recognize the psychological biases driving a client's decisions during volatility, and serve as the rational anchor they need to stay the course.
Build Diversified Portfolios
Apply asset allocation, cost averaging, and life-stage approaches to construct investment plans aligned with long-term goals.
Use the CIPP® After Your Name
Add an IIAP-recognized designation to your credentials — signaling investment planning competence that builds instant client trust.
Serve HNW Clients Credibly
Enter high-stakes investment conversations with the knowledge, market literacy, and credentials to be taken seriously by affluent clients.
Course methodology
Lecture & Discussion
Theory connected directly to Philippine advisory practice.
Case Study Analysis
Real-world scenarios adaptable with your own clients.
Module Examinations
Tests at the end of each module for comprehension.
3 Sessions × 8 Hours
Each module comprised of 3 sessions of 8 hours.
To Earn Your Certificate of Attendance
- — Complete at least 2 out of 3 sessions per module
- — Pass all module examinations
Learn from a practitioner, not just a professor
Over two decades at the helm of Philippine financial markets.
"A rare combination of boardroom depth and classroom clarity."
Henry Joseph M. Herrera
Former President & CEO, Chief Actuary, and Chief Investment Officer of Sun Life Canada (Phils) Inc. His governance experience spans Chairman of Sun Life Asset Management Funds, Chairman of the Board of PRU Life UK (Philippines), and board director at ATR Kim Eng Family of Mutual Funds.
A recognized authority on the Philippine financial market with over two decades of personal stock market investment experience, connecting theory to the realities of managing wealth in the Philippine context.
The CIPP® within the CWP® program
A standalone designation. A building block for more. The CIPP® is Module 2 of the Certified Wealth Planner (CWP®) — the flagship program covering Insurance, Investment, and Estate Planning.
How to earn the CIPP®
Be the advisor clients trust in every market cycle.
The CIPP® designation gives you the framework, language, and confidence to guide clients through investment decisions with real authority.
Enroll in CIPP® NowQuestions? admin@wmc.org.ph · Telegram · Facebook