Manila, Philippines ― To further advance and empower its financial advisors in helping Filipinos make more informed financial decisions, international financial services provider Manulife recently partnered with Wealth Management Center for Communications and Research, Inc. (WMC) to conduct a Certified Wealth Planner (CWP®) course that aims to provide professional certifications on wealth management and financial planning based on the industry’s highest international standards.
The course, starting on May 2023, covers holistic and comprehensive programs that will delve on wealth creation, protection, and conservation, with focus on health and life insurance, investment, and estate planning. Manulife financial advisors will also be equipped with practice-based knowledge of the global financial system, financial risk management, financial health and insurance planning, investment strategies, macroeconomic and market cycles, among others.
“We at Manulife continue to provide our financial advisors with the career development and training support they need to be at their best, and to consistently perform at an optimal level,” said Rahul Hora, President and Chief Executive Officer, Manulife Philippines. “Through our collaboration with WMC, we can leverage a strong knowledge framework to enable our advisors to diligently guide our customers in financial planning. This will help us drive meaningful conversations and encourage more active participation in wealth management. This initiative also helps empower our financial advisors to aspire for the globally recognized Million Dollar Round Table (MDRT) qualification.”
MDRT is a global, independent association of the world's leading life insurance and financial services professionals from over 500 companies in 70 nations and territories. Membership is recognized as the standard of excellence in the life insurance and financial services business.
Upon completion of the course, participants will be designated with Certified Wealth Planner (CWP®) and Certified Estate Planner Phils (CEPP) certifications, which are considered management and financial planning competence hallmarks by The Insurance Institute for Asia & Pacific.
“Throughout the course, given the immense competition among financial advisors in the insurance industry, we aim for graduates to become more confident and inspired in their profession. With best-in-class training and resources, Manulife financial advisors can help harness the power of knowledge to inspire more Filipinos to achieve financial freedom,” said Rolando Robles, President and CEO, WMC.
Manulife and WMC aim to produce 200 graduates by the end of 2023.
About Manulife Philippines
The Manufacturers Life Insurance Company opened its doors for business in the Philippines in 1907. Since then, Manulife’s Philippine Branch and later The Manufacturers Life Insurance Co. (Phils.), Inc. (Manulife Philippines) has grown to become one of the leading life insurance companies in the country. Manulife Philippines is a wholly-owned domestic subsidiary of Manulife Financial Corporation, among the world’s largest life insurance companies by market capitalization. Learn more about Manulife Philippines and follow them on Facebook (), Twitter (@ManulifePH), and Instagram (@manulifeph).
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we provide financial advice and insurance, operating as Manulife across Canada, Asia, and Europe, and primarily as John Hancock in the United States. Through Manulife Investment Management, the global brand for our Global Wealth and Asset Management segment, we serve individuals, institutions, and retirement plan members worldwide. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.