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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.

WHAT THEY SAY ABOUT CTEP™ PROGRAM

WIllison YuFinancial Consultant, 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 DimaculanganTrust Lawyer, 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. WilsonUnit Manager, 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 EspiqueFinancial Advisor, 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. SueroFinancial Advisor, 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"

BENEFITS OF CTEP™ DESIGNATION

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Increase Your Earnings

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Gain Professional Visibility and Credibility

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Enhance Your Marketability and Job Security

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Advance Your Career

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Distinguish Yourself from Your Peers

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Impact Your Company’s Bottom Line

PROGRAM SCHEDULE

Attend the 9th Batch of  Chartered Trust and Estate Planning™ Program. This program is fully accredited by the American Academy of Financial Management (AAFM), based in USA.

Date: January 21 to February 25, 2017
Venue: Crowne Plaza Galleria, Ortigas Pasig City

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