Wealth Center Management

The Wealth Management Center for Communications and Research, Inc. (WMC) is a Center for learning that specializes in the design, development and delivery of best of breed training courses and programs geared towards educating the different sectors of the financial industry and its clients on the various aspects of wealth management in its different areas and dimensions.

WMC was established by a group of industry-based professionals with a combined experience of close to one hundred years in the financial services and consulting space. Recognizing that wealth building at the individual level is a critical input to nation building, they decided to collaborate and put together their expertise to come up with programs that will equip financial advisors with the knowledge, skills and tools to guide the Filipino public in their journey towards building and preserving their wealth.

WMC is committed to the advancement and institutionalization of the wealth management practice in the Philippines. It promotes and advocates for the professional development of wealth management practitioners through certification and compliance with established regulatory standards.

International Association of Registered Financial Consultants (IARFC)

The IARFC is a non-profit credentialing organization of proven financial professionals formed to foster public confidence in the financial planning profession, toHELP financial advisors exchange planning techniques, and to give deserved recognition to those practitioners who are truly committed to ethical standards and continuous professional education. The primary purpose of the IARFC is to provide the public with a convenient access to a pool of well-qualified practitioners from which to choose a personal financial advisor.

The Philippine Institute of Certified Public Accountants (PICPA)

PICPA is a registered non-stock corporation with Geographical divisions, regions and chapters all over the country. The PICPA recognizes the four (4) sectors by which a CPA may be in practice: namely, Public Practice, Commerce and Industry, Education / Academe and Government. The PICPA endeavours to have equal sectoral representations in all its offices from the National Office to its chapters and affiliates. PICPA is an organization of certified public accountants committed toward the professional excellence of its members, nation building and with a global perspective.