Over 200 Sun Life Advisors Conferred with Wealth Planner Designations by Wealth Management Center

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 which 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 bring 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.”