Attendees Feedback

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.

Marvin Cabatana
Financial Advisor

The CWA program provides new insights in wealth management that would help advisors serve the high networth clients

Marjorie Rose Arce
Finance and Insurance Advisor

Great sharing of valuable personal experience and knowledge about the topic

Raymond Anthony V. Feria
Business Owner / Chief Investment Officer

I learned a lot. Most of the instructors are knowledgeable about the content and shared very valuable experiences. It's a very good way to have a better appreciation on how to deal with high net worth individuals.

Baby Ruth L. Loterte
Relationship Manager

This program is very useful to us and highly recommended.

Program Schedule

4th Chartered Wealth Advisor Program
July 6 - August 10, 2019
Crowne Plaza Galleria,
Ortigas Center, Pasig City