

Profiles in Financial Mastery: Jerwin Dave S. Peralta, CFMP
Jerwin Dave S. Peralta, CFMP®, has built a strong foundation for his career in finance, beginning with a dedicated academic focus where he earned a degree in Financial Management from the University of Northern Philippines. His professional standing is further elevated by his certification as a financial management professional.
His initial professional experience at an audit firm has provided him with critical, real-world exposure to diverse industries, deepening his understanding of financial systems, risk management, and regulatory compliance. This role has allowed him to apply his academic knowledge practically, reinforcing the importance of accuracy and transparency in organizational finance.
Driven by an interest in how financial decisions steer business success, he is motivated by the problem-solving aspects of the profession, such as deriving insights from data and improving financial processes. His career inspiration stems from the vital role financial professionals play in guiding sustainable business growth and sound decision-making.
With a clear goal to continue developing his expertise, he is focused on advancing into a role where he can contribute to and help lead organizational financial strategy, demonstrating a committed and forward-looking approach to his professional journey.”
Motivation to Pursue the CFMP® Designation
“I was in my junior year of college when I first learned about the Certified Financial Management Professional certification. At first, I was hesitant—I wasn’t sure if I was ready or capable of taking on the challenge. But I decided to talk to my parents about it, and they immediately supported me. Their encouragement became my biggest motivation. For me, earning this certification wasn’t just a personal achievement—it felt like a small way to honor all the sacrifices my parents made to send me to school and support me throughout my journey.
When I told them I had officially become a Certified Financial Management Professional—and one of the pioneers from my university—they were overjoyed. We celebrated the milestone with our whole family, including close friends, and it became one of the most meaningful moments of my life. That experience reminded me how powerful support and belief from loved ones can be, and it pushed me to keep aiming higher in my career.”
Preparation and Key Challenges
“As a student, balancing my academics with my responsibilities as an officer of the Junior Bankers’ Association—now the Junior Chamber of Finance, UNP Chapter—was definitely a challenge. I was in my critical year, and most of our subjects were major courses, so the workload was intense.
There were times when it felt overwhelming, but with the guidance of the Lord, and the support of my friends and family, I was able to push through. Their encouragement kept me going, and I’m truly grateful to have had such a strong support system during one of the most demanding times in my academic journey.”
Benefits Since Earning the CFMP®
“Earning the CFMP® credential has brought several benefits both professionally and personally. Professionally, it has strengthened my knowledge and confidence in key financial management areas. This has helped me contribute more effectively in my current role at the audit firm and opened doors to new opportunities. Personally, obtaining the certification gave me a strong sense of accomplishment and motivation.
It reinforced my commitment to continuous learning and professional growth. It also boosted my confidence, knowing that I have a recognized credential that validates my skills and dedication. The CFMP® has been a valuable milestone that supports both my career and personal development.”
Strengthened Credibility and Opportunities
“The CFMP® certification has significantly strengthened my credibility as a financial professional. It serves as a recognized proof of my expertise and commitment to ethical, accurate financial management. Having this credential gives others confidence in my abilities, whether colleagues, employers, or clients. It shows that I meet high professional standards and stay updated with the latest best practices, which is essential for building trust and reliability in any financial role.”
Advice to Aspiring CFMP® Candidates
“My advice would be to go for it! The CFMP® certification is a valuable investment in your career that can deepen your financial knowledge and boost your professional credibility. It might be challenging, especially if you’re balancing work or studies, but the skills and confidence you gain are well worth the effort.
Also, don’t hesitate to seek support from family, friends, or colleagues—they can make a big difference during the preparation process. Lastly, remember that earning the certification is not just about passing an exam; it’s about committing to continuous learning and growth in your financial career.”



