Certified Risk Planner, PhilippinesCRPP®
Your clients have risks they don't see.
A practitioner-grade framework for identifying client risks, structuring protection strategies, and confidently leading conversations on legacy planning — the discipline that separates the trusted wealth planner from the ordinary insurance agent.
Next Run
October 7 – 9, 2026
Schedule
9:00 AM – 5:00 PM daily
Venue
Makati Sports Club
Course objectives
The CRPP® is designed to give financial professionals a structured, practitioner-grade approach to risk management — grounded in Philippine financial and insurance realities.
Build a risk identification framework — a systematic method to surface the risks your clients don't see.
Master health and life insurance planning as a strategic wealth tool, not just a product, in the Philippine context.
Lead legacy planning conversations — confidently guide clients through protection, continuity, and intergenerational wealth.
Earn a designation recognized by the Insurance Institute for Asia & Pacific (IIAP), setting you apart in a crowded advisory market.
Course curriculum
3 days · 9 sessions · 8 hours each. Full syllabus provided upon enrollment.
Introduction to the CRPP® Framework
- The Global Financial System — how it shapes client risk exposure
- The Six Counter-Intuitive Principles of Risk Planning
- The Planning Process — an introduction to the Tripod of Comprehensive Wealth Planning
Healthcare and Life Insurance Planning
- Anchoring in the highest game of vision and purpose
- Insurance as key to sustainable wealth
- Labor income vs. capital income
- Health care planning in the Philippine context
- Risk in the insurance context
- Risk response and treatment strategies
Life Risk Planning and Protection Strategies
- Risk profiling and needs analysis for life and disability planning
- Structuring protection solutions for individual and family wealth
- Business risk planning — key person insurance and buy-sell agreements
- Practical case study — designing a comprehensive risk plan for a client
Legacy Planning and Wealth Conservation
- Estate risk — understanding what clients stand to lose without a plan
- Legacy planning conversations — how to open and lead the discussion
- Philippine-specific estate considerations — tax exposure, succession, transfer instruments
- Integrating risk planning into a holistic wealth plan
What you'll be able to do
Tangible competencies you carry into every client conversation from day one after the course.
Identify Hidden Risks
Surface the financial, health, and legacy risks most clients don't know they have, using a structured framework.
Design Protection Strategies
Match the right products and structures to each client's risk profile, and explain the reasoning with confidence.
Lead Legacy Conversations
Open and guide discussions on estate planning and wealth continuity — a skill most advisors avoid but clients need.
Earn the CRPP® Designation
Add an IIAP-recognized credential that signals a level of competence that builds instant client trust.
Apply the Tripod Framework
Integrate risk planning seamlessly into a unified wealth plan, positioning you as a holistic advisor.
Serve HNW Clients Credibly
Walk into high-stakes advisory conversations with the framework, language, and credentials to be taken seriously.
Learn from a practitioner, not just a professor
"He turns decades of experience into insights you can use to help your clients — starting Day 1."
Aristides "Jong" Merida, Jr.
Works as an Independent Adviser with a focus on private wealth advisory and solutions services. Jong uses a Tripod of Comprehensive Wealth Planning that seamlessly integrates a client's wealth creation, protection, and conservation requirements into one comprehensive family wealth plan.
This approach distinguishes his practice from the crowded and highly competitive financial advisory circuit. He is a sought-after speaker on private wealth management and an acknowledged authority on health finance in the Philippines.
Schedule, venue & fee
How to earn the CRPP®
A clear, achievable path — designed for working financial professionals.
Enroll in the CRPP® course. Secure your slot for the October 7 – 9, 2026 run. Course fee is PHP 17,500. Contact WMC to confirm availability.
Attend and pass the module exams. Complete at least 2 of 3 sessions per module and pass all module examinations. Sessions run 9AM–5PM at Makati Sports Club.
Receive your Certificate of Attendance. Issued once attendance and examination requirements are met — the prerequisite for the designation exam.
Pass the Revalida Exam. A comprehensive examination covering all three modules. Passing earns the designation recognized by IIAP.
Your clients have risks they don't see.
The CRPP® designation gives you the framework, language, and credentials to be the advisor who does.
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