Your clients have risks they don't see.
A practitioner-grade framework for identifying client risks, structuring protection strategies, and confidently leading conversations on legacy planning — the discipline that separates the trusted wealth planner from the ordinary insurance agent.
September 30 – October 2, 2026
9:00 AM – 5:00 PM daily
Makati Sports Club
The CRPP® is designed to give financial professionals a structured, practitioner-grade approach to risk management — grounded in Philippine financial and insurance realities.
Build a risk identification framework — a systematic method to surface the risks your clients don't see.
Master health and life insurance planning as a strategic wealth tool, not just a product, in the Philippine context.
Lead legacy planning conversations — confidently guide clients through protection, continuity, and intergenerational wealth.
Earn a designation recognized by the Insurance Institute for Asia & Pacific (IIAP), setting you apart in a crowded advisory market.
3 days · 9 sessions · 8 hours each. Full syllabus provided upon enrollment.
Tangible competencies you carry into every client conversation from day one after the course.
Surface the financial, health, and legacy risks most clients don't know they have, using a structured framework.
Match the right products and structures to each client's risk profile, and explain the reasoning with confidence.
Open and guide discussions on estate planning and wealth continuity — a skill most advisors avoid but clients need.
Add an IIAP-recognized credential that signals a level of competence that builds instant client trust.
Integrate risk planning seamlessly into a unified wealth plan, positioning you as a holistic advisor.
Walk into high-stakes advisory conversations with the framework, language, and credentials to be taken seriously.
"He turns decades of experience into insights you can use to help your clients — starting Day 1."
Works as an Independent Adviser with a focus on private wealth advisory and solutions services. Jong uses a Tripod of Comprehensive Wealth Planning that seamlessly integrates a client's wealth creation, protection, and conservation requirements into one comprehensive family wealth plan.
This approach distinguishes his practice from the crowded and highly competitive financial advisory circuit. He is a sought-after speaker on private wealth management and an acknowledged authority on health finance in the Philippines.
A clear, achievable path — designed for working financial professionals.
Enroll in the CRPP® course. Secure your slot for the September 30 – October 2, 2026 run. Course fee is PHP 17,500. Contact WMC to confirm availability.
Attend and pass the module exams. Complete at least 2 of 3 sessions per module and pass all module examinations. Sessions run 9AM–5PM at Makati Sports Club.
Receive your Certificate of Attendance. Issued once attendance and examination requirements are met — the prerequisite for the designation exam.
Pass the Revalida Exam. A comprehensive examination covering all three modules. Passing earns the designation recognized by IIAP.
The CRPP® designation gives you the framework, language, and credentials to be the advisor who does.
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