Sun Life advisors AIM for the top

I am a Sun Life client. My husband and I have placed our confidence in this company because we know that it will ensure our family is protected in case anything happens to us. I am also glad to see that Sun Life continues to find ways to better help its customers create the best protection portfolios through the constant trainings of its financial advisors.

Press Release:

Sun Life Financial-Philippines (SLFP), in partnership with the Asian Institute of Management (AIM), honored 27 Sun Life advisors  who completed a 7-month Financial Planning Course (FPC) designed specifically for SLFP advisors. Graduates of the batch were also conferred with the title of Sun Life-AIM Certified Financial Planner.

After finishing the tailor-fit curriculum, the graduates are equipped with advanced knowledge and skills that can help them assist their clients in creating a wealth and protection portfolio.

“In fulfilling our mission to provide financial freedom for every Filipino, we need to ensure that our advisors are knowledgeable and able to dispense sound financial advice. That is why we chose one of Asia’s premier graduate schools of management to provide world-class training for our advisors,” said SLFP President and CEO Riza Mantaring.

Designed and implemented by AIM’s roster of experts, the FPC complements Sun Life’s own training programs on wealth management. Starting in 2009, SLFP and AIM worked together to create an advanced course of study to elevate the skills and proficiency of Sun Life advisors. The three modules of the FPC cover basic financial planning, basic investment portfolio, as well as monetary and fiscal policies.

“This Financial Planning Course created by Sun Life and AIM is the first of its kind in our industry. More than propelling our advisors to a higher level of prominence, we are offering Filipinos the most substantial and suitable guidance to manage their finances,” explained SLFP Chief Operating Officer Naresh Krishnan.

“It is also a testament to Sun Life’s commitment to developing the talents of its agency force, providing them with learning opportunities meant to boost their career to new heights,” added Sun Life Chief Agency Distribution Officer Alex Narciso.

The 27 graduates were formally presented to the media and to the Sun Life Philippine Leadership Team last January 24 in a press conference at the Shangrila Hotel in Makati. Graced by some 30 press and TV reporters, the event gave the media the opportunity to have a closer look at the Sun Life – AIM tie-up and details about the financial planning course.