The Wealthy Doctor: Essential Steps to Becoming Financially Independent

by Ryan N. De Vera, RFP, CTEP, CWM

This course is for start-up doctors who would like to define or refine their wealth goals and personalise their own financial plan, in whatever life stage they may be. At the end of the course, you will be able to have a written, actionable basic financial strategy covering the areas of wealth creation, protection, growth and distribution. We have created modular videos for you to watch, listen and interact with, as well downloable worksheets for you to write on throughout the duration of the course. Email support included.

Course Outline

Part 1: Developing a Wealthy Mindset

1. Universal Principles
2. Understanding and Changing your Money Behavior
3. Your Money Blueprint

Part 2: Wealth Planning

1. Man and Money at Work
2. Managing Cash flow
3. Money Allocation Strategies
4. Managing, Minimizing, and Eliminating Debt
5. Understanding Insurance Protection
6. Understanding Investment Alternatives
7. Investment Strategies

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Ryan N. De Vera, RFP, CTEP, CWM

Chief Enrichment Officer, Wealth Builder Asia 

Mr. Ryan de Vera is a graduate of Bachelor of Science in Commerce Major in Management of Financial Institutions at the De La Salle University Manila.

He has been an entrepreneur since 2002 with businesses in the line of advertising, printing, food, real estate, e­commerce, technology, poultry, training services, and financial consultancy.

He is the founder and Chief Enrichment Officer of Wealth Builder Asia Training and Consultancy catering to businesses and entrepreneurs.

He is very active in the financial services industry as a Wealth Consultant to professionals, entrepreneurs, and sales advisors. He is a Senior Financial Advisor in Philam Life AIA and an esteemed member of AIA’s Premier Academy Master Trainers since 2014.

He is

  • a Registered Financial Planner,
  • a Registered Estate Planner,
  • a Certified Investment Solicitor,
  • a Chartered Trust & Estate Planner, and
  • a Chartered Wealth Manager.

He has been a consultant to businesses and individuals helping them plan, design and implement their financial goals, and has designed over 100 financial plans. He regularly gives talks to companies and groups of people on wealth planning and management.

He was a radio broadcaster with a Wealth Builder’s Segment at the School of Life Radio every Sunday nights 830pm ­ to 10pm at Radyo Inquirer DZIQ 990KHz. He is also a regular guest at DZRH and at ANC On the Money answering Money Questions of listeners and viewers.

He is the founder of Wealthbuilder Academy, a division of Wealth Builder Asia, with the mission of promoting professional and ethical selling, helping sales people bring their sales career to the next level through empowerment, training and coaching. The Academy also has courses on Wealth Creation, Protection and Distribution, tailor fit to the needs of professionals and entrepreneurs.

He regularly conducts trainings on sales and personal development, and has trained more than 1,000 financial advisors across the Philippines empowering them to make a difference in the lives of many Filipinos through their practice as financial advisors.