AXA and Ateneo Graduate School of Business Partner up for Country’s First Estate Planning Certification Program

AXA, global leader in insurance and investments, forged a partnership with the Ateneo Graduate School of Business (AGSB) to offer a course that will equip AXA Financial Advisors with a higher level of proficiency in estate planning.

Interest in estate planning has been increasing steadily over the past years. Through the development of a stringent certification program, customers are assured that AXA Financial Advisors are qualified to give sound recommendations and suitable financial solutions that will address both their financial needs and capabilities.

The AXA Certified Estate Planning Program (ACEP) is the country’s first comprehensive estate planning program. It aims to provide AXA Financial Advisors with mastery of estate planning through a mix of conceptual discussion and actual estate plan preparation. The two-day certification program will be conducted at the Ateneo Graduate School of Business (AGSB) in Rockwell.

AXA Financial Advisors who wish to join ACEP need to complete two pre-requisite courses on the basics of estate planning prior to attending the actual certification, to prepare them for the program proper. AXA advisors who successfully complete the program will receive the AXA Certified Estate Planner (ACEP) designation.

ACEP is part of the AXA Continuing Education (ACE) curriculum, a company-wide program that provides learning and development opportunities to new and seasoned financial advisors of AXA Philippines. Aside from ACEP, the ACE curriculum also includes courses on investments, personal finance, underwriting, personality development, business communications, and more.

About the AXA Group

The AXA Group is a worldwide leader in insurance and asset management, with 166,000 employees serving 103 million clients in 64 countries. In 2015, IFRS revenues amounted to Euro 99.0 billion and IFRS underlying earnings to Euro 5.6 billion. AXA had Euro 1,363 billion assets under management as of December 31, 2015.

The AXA ordinary share is listed on compartment A of Euronext Paris under the ticker symbol CS (ISN FR 0000120628 – Bloomberg: CS FP – Reuters: AXAF.PA). AXA’s American Depository Share is also quoted on the OTC QX platform under the ticker symbol AXAHY.

The AXA Group is included in the main international SRI indexes, such as Dow Jones Sustainability Index (DJSI) and FTSE4GOOD.

It is a founding member of the UN Environment Programme’s Finance Initiative (UNEP FI) Principles for Sustainable Insurance and a signatory of the UN Principles for Responsible Investment.

About AXA Philippines

AXA Philippines, one of the leading insurance companies in the Philippines, is a joint venture among conglomerates GT Capital Holdings, Inc., First Metro Investment Corporation (FMIC) group, and France-based insurance company AXA Group. In the country, AXA has more than 3,000 financial advisers in 32 branches and 700 financial executives in over 900 Metrobank and PSBank branches nationwide. With its recent full-acquisition of Charter Ping An, AXA Philippines has entered into non-life insurance business, providing Filipinos a range of financial protection to suit their needs today.