Certified Wealth Planner Course
Certified Wealth Planner Course
Certified Wealth Planner Course
This course equips participants with the knowledge and skills to competently guide clients in crafting
holistic and comprehensive plans in the three important areas of wealth management: wealth creation, wealth protection, and wealth conservation.
It has three modules conducted by Course Leaders with expertise gained from decades of experience in the financial services industry. The three modules are INSURANCE PLANNING, INVESTMENT PLANNING, and ESTATE PLANNING.
This course equips participants with the knowledge and skills to competently guide clients in crafting holistic and comprehensive plans in the three important areas of wealth management: wealth creation, wealth protection, and wealth conservation.
It has three modules conducted by Course Leaders with expertise gained from decades of experience in the financial services industry. The three modules are INSURANCE PLANNING, INVESTMENT PLANNING, and ESTATE PLANNING.
This course equips participants with the knowledge and skills to competently guide clients in crafting holistic and comprehensive plans in the three important areas of wealth management: wealth creation, wealth protection, and wealth conservation.
It has three modules conducted by Course Leaders with expertise gained from decades of experience in the financial services industry. The three modules are INSURANCE PLANNING, INVESTMENT PLANNING, and ESTATE PLANNING.
The Designation
Graduates earn the following designations: CERTIFIED WEALTH PLANNER (CWP®), CERTIFIED RISK PLANNER, PHILIPPINES (CRPP®), CERTIFIED INVESTMENT PLANNER, PHILIPPINES (CIPP®), and CERTIFIED ESTATE PLANNER, PHILIPPINES (CEPP®). The Insurance Institute for Asia & Pacific (IIAP) considers these designations as hallmarks of competence in wealth management and financial planning. These designations enhance the graduates’ credibility as trustworthy financial services professionals.
The Designation
Graduates earn the following designations: CERTIFIED WEALTH PLANNER (CWP®), CERTIFIED RISK PLANNER, PHILIPPINES (CRPP®), CERTIFIED INVESTMENT PLANNER, PHILIPPINES (CIPP®), and CERTIFIED ESTATE PLANNER, PHILIPPINES (CEPP®). The Insurance Institute for Asia & Pacific (IIAP) considers these designations as hallmarks of competence in wealth management and financial planning. These designations enhance the graduates’ credibility as trustworthy financial services professionals.
The Designation
Graduates earn the following designations: CERTIFIED WEALTH PLANNER (CWP®), CERTIFIED RISK PLANNER, PHILIPPINES (CRPP®), CERTIFIED INVESTMENT PLANNER, PHILIPPINES (CIPP®), and CERTIFIED ESTATE PLANNER, PHILIPPINES (CEPP®). The Insurance Institute for Asia & Pacific (IIAP) considers these designations as hallmarks of competence in wealth management and financial planning. These designations enhance the graduates’ credibility as trustworthy financial services professionals.
Key Benefits
Understand the nuances and rudiments of comprehensive wealth planning
Learn from Course Leaders with decades of experience in risk management, investment planning and estate conservation
Develop skills on crafting holistic wealth management plans
Increased competence, confidence and credibility as Financial Advisors
Earn one designation (CWP®) and three sub-designations (CRPP®, CIPP®, and CEPP®)
Key Benefits
Understand the nuances and rudiments of comprehensive wealth planning
Learn from Course Leaders with decades of experience in risk management, investment planning and estate conservation
Develop skills on crafting holistic wealth management plans
Increased competence, confidence and credibility as Financial Advisors
Earn one designation (CWP®) and three sub-designations (CRPP®, CIPP®, and CEPP®)
Key Benefits
Understand the nuances and rudiments of comprehensive wealth planning
Learn from Course Leaders with decades of experience in risk management, investment planning and estate conservation
Develop skills on crafting holistic wealth management plans
Increased competence, confidence and credibility as Financial Advisors
Earn one designation (CWP®) and three sub-designations (CRPP®, CIPP®, and CEPP®)
Course Outline
The Global Financial System
The Six Counter-Intuitive Principles
The Planning Process: An Introduction to the Single Platform
Management Protocol
I. Foundation of Investment Planning
- Financial Wellness Review
- Survey on Financial Wellness
- Financial Wellness Framework
- Wealth Creation
- Overview of Investment Planning
- Role of Financial Advisors
- Understanding Financial Goals and Risk Tolerance
- Basic Principles of Asset Allocation and Diversification
- Overview of Investment Vehicles
- Investment Objectives
II. Deep Dive on Bonds and Stocks
- Time Value of Money
- Future Value (Compounding)
- Present Value (Discounting)
- Applications
- Understanding Bonds
- Definitions and Components
- Key Drivers and Risks
- Understanding Stocks
- Definitions
- Key Drivers and Risks
- Fundamental and Technical Analysis
- Common Mistakes and Misconceptions
III. Practical Investing
- Behavioral Finance and Client Decision-Making
- Investor Psychology
- Traditional and Behavioral Finance
- Approaches to Investing
- Active vs Passive Investing
- Life Stage Approach Economic / Market Cycles
- Peso / Dollar Cost Averaging
- Value vs Growth Investing
- Putting these Together
- Financial Indicators
- Understanding Key Risks
I. Introduction to Financial Risk Management
- Anchoring in the Highest Game of Vision and Purpose
- Mastering the Inner Game of the Mind
- Conquering the Outer Game of the Financial System
II. Fundamentals of Health and Life Insurance Planning
- Insurance as Key to Sustainable Wealth
- Labor Income vs Capital Income
- Health Care Planning in Philippine Context
III. Elements of Risk Management Strategy
- Risk in the Insurance Context
- Risk Response and Treatment Strategies
The Importance of Estate Planning
The Practice of Estate Planning
Applicable Laws in the Philippines to include the Civil Civil Code, Family Code, Tax Code, etc.
The Estate Planning Process
• Instruments Available and How They Work in Relation to the Objectives
of the Client
• Latest Tax Regulations and Their Effects
Course Outline
The Global Financial System
The Six Counter-Intuitive Principles
The Planning Process: An Introduction to the Single Platform
Management Protocol
I. Foundation of Investment Planning
- Financial Wellness Review
- Survey on Financial Wellness
- Financial Wellness Framework
- Wealth Creation
- Overview of Investment Planning
- Role of Financial Advisors
- Understanding Financial Goals and Risk Tolerance
- Basic Principles of Asset Allocation and Diversification
- Overview of Investment Vehicles
- Investment Objectives
II. Deep Dive on Bonds and Stocks
- Time Value of Money
- Future Value (Compounding)
- Present Value (Discounting)
- Applications
- Understanding Bonds
- Definitions and Components
- Key Drivers and Risks
- Understanding Stocks
- Definitions
- Key Drivers and Risks
- Fundamental and Technical Analysis
- Common Mistakes and Misconceptions
III. Practical Investing
- Behavioral Finance and Client Decision-Making
- Investor Psychology
- Traditional and Behavioral Finance
- Approaches to Investing
- Active vs Passive Investing
- Life Stage Approach Economic / Market Cycles
- Peso / Dollar Cost Averaging
- Value vs Growth Investing
- Putting these Together
- Financial Indicators
- Understanding Key Risks
I. Introduction to Financial Risk Management
- Anchoring in the Highest Game of Vision and Purpose
- Mastering the Inner Game of the Mind
- Conquering the Outer Game of the Financial System
II. Fundamentals of Health and Life Insurance Planning
- Insurance as Key to Sustainable Wealth
- Labor Income vs Capital Income
- Health Care Planning in Philippine Context
III. Elements of Risk Management Strategy
- Risk in the Insurance Context
- Risk Response and Treatment Strategies
The Importance of Estate Planning
The Practice of Estate Planning
Applicable Laws in the Philippines to include the Civil Civil Code, Family Code, Tax Code, etc.
The Estate Planning Process
• Instruments Available and How They Work in Relation to the Objectives
of the Client
• Latest Tax Regulations and Their Effects
Course Outline
The Global Financial System
The Six Counter-Intuitive Principles
The Planning Process: An Introduction to the Single Platform
Management Protocol
I. Introduction to Financial Risk Management
- Anchoring in the Highest Game of Vision and Purpose
- Mastering the Inner Game of the Mind
- Conquering the Outer Game of the Financial System
II. Fundamentals of Health and Life Insurance Planning
- Insurance as Key to Sustainable Wealth
- Labor Income vs Capital Income
- Health Care Planning in Philippine Context
III. Elements of Risk Management Strategy
- Risk in the Insurance Context
- Risk Response and Treatment Strategies
I. Foundation of Investment Planning
- Financial Wellness Review
- Survey on Financial Wellness
- Financial Wellness Framework
- Wealth Creation
- Overview of Investment Planning
- Role of Financial Advisors
- Understanding Financial Goals and Risk Tolerance
- Basic Principles of Asset Allocation and Diversification
- Overview of Investment Vehicles
- Investment Objectives
II. Deep Dive on Bonds and Stocks
- Time Value of Money
- Future Value (Compounding)
- Present Value (Discounting)
- Applications
- Understanding Bonds
- Definitions and Components
- Key Drivers and Risks
- Understanding Stocks
- Definitions
- Key Drivers and Risks
- Fundamental and Technical Analysis
- Common Mistakes and Misconceptions
III. Practical Investing
- Behavioral Finance and Client Decision-Making
- Investor Psychology
- Traditional and Behavioral Finance
- Approaches to Investing
- Active vs Passive Investing
- Life Stage Approach Economic / Market Cycles
- Peso / Dollar Cost Averaging
- Value vs Growth Investing
- Putting these Together
- Financial Indicators
- Understanding Key Risks
The Importance of Estate Planning
The Practice of Estate Planning
Applicable Laws in the Philippines to include the Civil Civil Code, Family Code, Tax Code, etc.
The Estate Planning Process
• Instruments Available and How They Work in Relation to the Objectives
of the Client
• Latest Tax Regulations and Their Effects
Course Methodology
Lecture and discussion
Case study: analysis and discussion
Exams are given at the
end of each module to test
comprehension and retention
Each module is comprised of three sessions; each session lasts eight hours
Course Methodology
Lecture and discussion
Case study: analysis and discussion
Exams are given at the
end of each module to test
comprehension and retention
Each module is comprised of three sessions; each session lasts eight hours
Course Methodology
Lecture and discussion
Case study: analysis and discussion
Exams are given at the
end of each module to test
comprehension and retention
Each module is comprised of three sessions; each session lasts eight hours
Requirements to get
Certificate of Attendance
Minimum Attendance: at least 2 out of 3 sessions per module.
Pass all module exams.
Requirements to get
Certificate of Attendance
Minimum Attendance: at least 2 out of 3 sessions per module.
Pass all module exams.
Requirements to get
Certificate of Attendance
Minimum Attendance: at least 2 out of 3 sessions per module.
Pass all module exams.
Requirements to earn
the designations
Get a Certificate of Attendance.
Pass the revalida exam: a comprehensive examination covering topics from all three modules.
Requirements to earn
the designations
Get a Certificate of Attendance.
Pass the revalida exam: a comprehensive examination covering topics from all three modules.
Requirements to earn
the designations
Get a Certificate of Attendance.
Pass the revalida exam: a comprehensive examination covering topics from all three modules.
Meet the
CWP Course Leaders
Atty. Angelo M. Cabrera
Course Leader for
Estate Planning
Atty. Angelo M. Cabrera is the author of “Thy Will Be Done”, one of the most authoritative books on estate planning in the Philippines. He is a sought after resource person in estate planning forums. He is able to simplify legal statutes of estate planning so that these are easily understood by the general public. His wit, humor and true stories spices up his lectures while giving his audience a wide array of practical solutions culled from years of experience and thorough understanding of the nuances of estate conservation. The audience usually leaves his forum with a better appreciation and understanding of succession as well as inheritance issues including the tools used in proper estate transfer.
Aristides S. Merida, Jr.
Course Leader for
Health Finance & Insurance Planning
Mr. Aristedes S. Merida, Jr. works as an Independent Adviser with focus on private wealth advisory and solutions services. Jong, as he is known to friends and colleagues, uses a single platform management protocol that seamlessly integrates a client’s wealth creation, protection and conservation requirements into one comprehensive family wealth plan solution. This distinguishes his practice from the crowded and highly competitive financial advisory circuit. He is a sought after speaker on private wealth management and is an acknowledged authority on health finance in the country.
Henry Joseph M. Herrera
Course Leader for
Investment Planning
Mr. Henry Joseph Herrera has a distinguished and extensive career in the Philippine financial sector, marked by significant leadership and expertise. He has held top executive roles at Sun Life Canada (Phils) Inc., including President & CEO, Chief Actuary, and Chief Investment Officer. His leadership extends to various boards, including chairmanship of Sun Life Asset Management Funds and PRU Life UK (Phils), and a board position at ATR Kim Eng Family of Mutual Funds. Beyond corporate leadership, he is a respected authority on the Philippine financial market, regularly lecturing and serving as a resource person, and brings over two decades of personal stock market investment experience.
Meet the
CWP Course Leaders
Atty. Angelo M. Cabrera
Course Leader for
Estate Planning
Atty. Angelo M. Cabrera is the author of “Thy Will Be Done”, one of the most authoritative books on estate planning in the Philippines. He is a sought after resource person in estate planning forums. He is able to simplify legal statutes of estate planning so that these are easily understood by the general public. His wit, humor and true stories spices up his lectures while giving his audience a wide array of practical solutions culled from years of experience and thorough understanding of the nuances of estate conservation. The audience usually leaves his forum with a better appreciation and understanding of succession as well as inheritance issues including the tools used in proper estate transfer.
Aristides S. Merida, Jr.
Course Leader for
Health Finance & Insurance Planning
Mr. Aristedes S. Merida, Jr. works as an Independent Adviser with focus on private wealth advisory and solutions services. Jong, as he is known to friends and colleagues, uses a single platform management protocol that seamlessly integrates a client’s wealth creation, protection and conservation requirements into one comprehensive family wealth plan solution. This distinguishes his practice from the crowded and highly competitive financial advisory circuit. He is a sought after speaker on private wealth management and is an acknowledged authority on health finance in the country.
Henry Joseph M. Herrera
Course Leader for
Investment Planning
Mr. Henry Joseph Herrera has a distinguished and extensive career in the Philippine financial sector, marked by significant leadership and expertise. He has held top executive roles at Sun Life Canada (Phils) Inc., including President & CEO, Chief Actuary, and Chief Investment Officer. His leadership extends to various boards, including chairmanship of Sun Life Asset Management Funds and PRU Life UK (Phils), and a board position at ATR Kim Eng Family of Mutual Funds. Beyond corporate leadership, he is a respected authority on the Philippine financial market, regularly lecturing and serving as a resource person, and brings over two decades of personal stock market investment experience.
Meet the
CWP
Course
Leaders
Atty. Angelo M. Cabrera
Course Leader for
Estate Planning
Atty. Angelo M. Cabrera is the author of “Thy Will Be Done”, one of the most authoritative books on estate planning in the Philippines. He is a sought after resource person in estate planning forums. He is able to simplify legal statutes of estate planning so that these are easily understood by the general public. His wit, humor and true stories spices up his lectures while giving his audience a wide array of practical solutions culled from years of experience and thorough understanding of the nuances of estate conservation. The audience usually leaves his forum with a better appreciation and understanding of succession as well as inheritance issues including the tools used in proper estate transfer.
Aristides S. Merida, Jr.
Course Leader for
Health Finance & Insurance Planning
Mr. Aristedes S. Merida, Jr. works as an Independent Adviser with focus on private wealth advisory and solutions services. Jong, as he is known to friends and colleagues, uses a single platform management protocol that seamlessly integrates a client’s wealth creation, protection and conservation requirements into one comprehensive family wealth plan solution. This distinguishes his practice from the crowded and highly competitive financial advisory circuit. He is a sought after speaker on private wealth management and is an acknowledged authority on health finance in the country.
Henry Joseph M. Herrera
Course Leader for
Investment Planning
Mr. Henry Joseph Herrera has a distinguished and extensive career in the Philippine financial sector, marked by significant leadership and expertise. He has held top executive roles at Sun Life Canada (Phils) Inc., including President & CEO, Chief Actuary, and Chief Investment Officer. His leadership extends to various boards, including chairmanship of Sun Life Asset Management Funds and PRU Life UK (Phils), and a board position at ATR Kim Eng Family of Mutual Funds. Beyond corporate leadership, he is a respected authority on the Philippine financial market, regularly lecturing and serving as a resource person, and brings over two decades of personal stock market investment experience.