CWA Philippines

Joshua Emmanuel Bayabo
Executive Financial Advisor

The course really helped me on how to handle my existing and future high network clients. One part to focus on is behavioral finance for the affluent.

Janette G. Colada
Financial Advisor

This program helps me to understand and approach the high network market. As a financial advisor, I gained a lot of knowledge in guiding and suggesting to my possible big clients.
Ray Justin Reyes
Home Health Care

The program equips the participant a practical knowledge on how to handle or attend to affluent clients. The module 1 and 4 peaked my interest. Chartered Wealth Advisor Program was worth attending.

David Isaiah E. Angway
Winlongterm Financial Consultancy

The program gave me a wide skills to reach out high net worth clients and provide a better service to my existing client. The professors were all excellent in their field and they push us to build more relationship to HNW's
Rheg Lagman
Sun Life

After attending the Chartered Wealth Advisor Program, I feel that I have a better grasp of the motivations and behavior of high net worth individuals.

Evangeline R. Mercado
Financial Advisor

The program gave me an insight that managing the wealth of affluent individuals is a specialized skill that require focus and knowledge of varied affluent family situation in order to properly address and cover their presentation needs, succession plan, wealth accumulation plan through products offered by various financial institutions.

Chartered Wealth Advisor – Philippines

Penetrating into the High Net Worth Segment and Be An Effective Chartered Wealth Advisor^®

ABOUT CWA

CERTIFICATION

MEMBERSHIP

Live Webinar: Asset Allocation Strategies that Work

ATTEND THE CWA® PROGRAM

LEVEL UP YOUR CAREER. ATTEND CWA^® PROGRAM.

BENEFITS OF ATTENDING CWA PROGRAM

TESTIMONIALS

FIND A CHARTERED WEALTH ADVISOR (CWA^®)

One Thought to “Chartered Wealth Advisor – Philippines”

Penetrating into the High Net Worth Segment and Be An Effective Chartered Wealth Advisor®

ABOUT CWA

CERTIFICATION

MEMBERSHIP

Live Webinar: Asset Allocation Strategies that Work

ATTEND THE CWA® PROGRAM

LEVEL UP YOUR CAREER. ATTEND CWA® PROGRAM.

BENEFITS OF ATTENDING CWA PROGRAM

TESTIMONIALS

FIND A CHARTERED WEALTH ADVISOR (CWA®)

One Thought to “Chartered Wealth Advisor – Philippines”

Penetrating into the High Net Worth Segment and Be An Effective Chartered Wealth Advisor^®

LEVEL UP YOUR CAREER. ATTEND CWA^® PROGRAM.

FIND A CHARTERED WEALTH ADVISOR (CWA^®)