The Chartered Trust and Estate Planner (CTEP®) Program is an International Certification Course focused on Estate and Trust Planning in Philippine context which forms a very important subset of Personal Finance, Financial Planning, Wealth Planning or Wealth Management. The program allows the participants to develop skills in wealth transfer, succession planning, family wealth preservation advisory skills.
PROGRAM SCHEDULE
Attend the 31st Batch of Chartered Trust and Estate Planner™ Program. This program is fully accredited by the American Academy of Financial Management (AAFM™), based in the USA.
Date: May 4 - June 8, 2024
Live Online Training
Increase Your Earnings
Gain Professional Visibility and Credibility
Enhance Your Marketability and Job Security
Advance Your Career
Distinguish Yourself from Your Peers
Impact Your Company’s Bottom Line
WHAT THEY SAY ABOUT CTEP™ PROGRAM
Willison Yu
, Prulife UK
The program enlightens us with new tools to use for the benefit of our clients with reference to estate planning. I feel that Atty. Mendoza has an abundant knowledge and experience on the topic which he shares.
Roberto Miguel Dimaculangan
, Security Bank Corporation
The CTEP™ Program is an excellent tool to educate Filipinos to be more financially oriented in terms of managing their estate. As a practitioner in the banking industry, I have gained a lot of insights on how to create deeper relationships with our clients by incorporating the legal and tax aspects of trusts and estate planning in our practice.
Maria Theresa F. Wilson
, Prulife UK
I have now a better understanding of trust a state planning and looking forward in applying what we learned. Atty. Mendoza is a very knowledgeable speaker!
Dennis Espique
, Manulife Philippines
The CTEP program is a great learning investment which gives great value for time and money. By far the most comprehensive estate planning program I have attended. An insightful learning program for estate planners and a must have continuing professional education for every financial planning practitioner.
Joselle Joy A. Suero
, Sun Life of Canada
"The whole experience is amazing and worth it! I’ve learned so much about trusts, tax avoidance strategies, putting up a family corporation, etc. As a fellow chartered financial practitioner, CTEP is the best program if you want to specialize in estate planning"
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