Over 200 Sun Life advisors were conferred with the Associate Wealth Planner and Certified Wealth Planner designations by the Wealth Management Center (WMC), the leading educational institution in the Philippines for financial services professionals.
The designations were conferred following a comprehensive learning program that covered life insurance planning, investment planning, risk, healthcare, and estate planning. Discussions, which revolved around actual cases, covered local laws that apply to succession and inheritance in the Philippines, the different tools used in estate planning, and how to manage the impact of estate taxation.
To ensure that the lessons are well internalized, participants were assigned cases that they need to present and defend. They likewise underwent an exam after each module and a final revalida.
Sun Life’s engagement with WMC is part of its efforts to continuously upskill its advisors, especially those looking to specialize in high-net-worth business. The two organizations have been working together since 2021, with an initial batch of advisors and employees taking their Certified Wealth Planner (CWP) and Certified Estate Planner Philippines (CEPP) courses. The current batch brings the total number of Sun Life graduates to over 700.
“We chose WMC because of their impeccable lineup of educators and thorough curriculum. Our previous collaborations have always proven to be impactful among our advisors, who have gone on to become among the most productive and committed in the field,” says Alex Narciso, president of Sun Life of Canada (Philippines), Inc. “As such, it was no surprise that this program was likewise well-received, especially by those looking to grow their high-net-worth business. We look forward to seeing them apply the lessons and grow further in this profession.”