Where Filipino Financial Advisors become Wealth Planning Professionals

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!

After completing CWP and CEPP, I appreciated my career and business all the more as I saw how important my role is in impacting my clients more meaningfully. I also learned so many power phrases that clearly express in one or two lines what I want to convey to my clients.

For me, CWP and CEPP gave me not only knowledge but more importantly, confidence in discussing the finer points of wealth planning with my clients. I am strongly recommending this to advisors who would like to deal with high-net-worth individuals.

I learned a lot from CWP. I now have more courage and competence in addressing the specific needs of my estate planning and business insurance clients and prospects. CWP can help us reach our goal of another CWP - a Completely Wealthy Philippines!

Confidence is one trait I needed to build on and learning from the gentlemen of WMC moved my level up a few notches. All my takeaways from last year's CWP and CEPP course brought much sophistication and independence into my business as a professional financial planner.

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.

The Wealth Management Center helped me in my career in more ways than simply making me an effective wealth and estate planner, but more importantly in developing in me a passion to sincerely and genuinely help others... leading me to a more purposeful and fulfilled life.

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.

Being new in the industry, this course really helped me a lot to confidently faced clients who are much successful and older than I am.

My clients appreciate that I am able to give them sound advice from a financial planner's point of view, not from a salesperson.

The CEPP Program has groomed me to provide better and practical solutions for my clients regarding their estate concerns.

The CWP Course enhanced my skills in helping clients uncover their needs so I can give better solutions. This boosted my confidence, specially in dealing with high net worth clients. Their financial needs require high level skills to determine the best solution I can provide for them.

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.

I’ve learned how to deal with complicated family situations. They’re more open-minded to talk about how insurance can help them in their situation.

I improved my self-confidence in dealing with high net worth clients. And I became more competent because of the knowledge and skills I learned.