CTEP™ PROGRAM TESTIMONIALS
“A good mix of technical and practical knowledge. The insights gained will help us be more deliberate and strategic in our planning with clients.”
Leandro Luis S. Punsalan
Sun Life
“Great.”
Hilario Jr. S. Malapad
Sun Life
“A fun and engaging learning activity.”
Edemie Maurie H. De Leon
Sun Life
“I learned a lot from the training!”
Karen B. Austria
Sun Life
“The session was very informative.”
Rossana Marie M. Buenafe
Sun Life
Very informative.
Vivian Y. Go
Sun Life
“It’s worth the price, considering the valuable learnings from the training.”
Rita L. Azucena
Sun Life
“It was a great and informative training.”
Mary Joy Clio M. Paral
Sun Life
“There is still so much for us to learn. Estate planning is a very broad topic, and sessions like this are a worthwhile learning experience for us.”
Cyrell Ann J. Ridad
Sun Life
“Mind-blowing and very informative.”
Edna A. Lu
Sun Life
“The session was very interactive and engaging.”
Leiflor M. Pagba
Sun Life
“A broader understanding and deeper knowledge of estate planning.”
Josephine B. Roxas
Sun Life
“The training has been fruitful and valuable.”
Maria Sheila C. Villamor
Sun Life
“Highly informative and insightful, especially for such a complex course.”
Marie Ann Y. Virtudazo
Sun Life
“Lots of valuable insights and learnings.”
Jocelyn L. Pua
Sun Life
“A much more detailed discussion with lots of valuable learnings.”
Ma. Leonora A. Isleta
Sun Life
“Great learning experience.”
Maria Dona S. Homo
Sun Life
“The training was very useful and informative.”
Maria Anna Pauline C. Chavez
Sun Life
“As a newcomer to estate planning, the topics discussed helped build my confidence in handling high-net-worth clients. Armed with an overview of this valuable information, I feel more confident in advocating for and helping people secure their financial future in all aspects.”
Andy G. Immotna
Sun Life
“This training is valuable for Financial Advisors who intentionally prioritize growth and aim to become more comprehensive solutions providers.”
Maria Judith R. Hermoso
Sun Life
“A concise yet very helpful program, not only for bankers but also for other support service providers and clients. It is a great way to enhance and broaden one’s knowledge!”
Marie Noelle Umali Ynares
BDO Private Bank
VP Trust Advisor
“This program provided new insights based on real-life experiences that go beyond typical textbook guidance, which I found particularly helpful in understanding the nuances of estate planning. I attended this training to explore the additional value it could provide in addressing actual family financial matters.
I noticed that the majority of the participants were industry practitioners, such as those from private banking and corporate law. However, I am not particularly pursuing any certification, as my primary interest is in gaining practical knowledge and understanding how these learnings can be applied in real-life situations. At this stage, my work is already optional for me, so there is no longer any pressure to pursue additional credentials or professional titles.”
Arben Bendicio Arizapa
Trends
IT
“Very informative and a must-attend program for all financial planners.”
Awee Caguimbal Sabordo
Manulife
Financial Advisor / Unit Head
“A great course to take, especially for professionals who are already in the industry.”
Roden Santos Mama
Britannia Global
Director
“I recommend the CTEP Program to those who want to expand their knowledge of Trust and Estate Planning. The lecturers are industry experts who explain each topic in a clear and easy-to-understand manner. They also share practical insights on how to handle clients in real-life situations, which is particularly helpful for professionals in the field of estate planning.”
Ronald Allan Ydia
YC Yummy Ventures Corporation
President
“I learned how to properly compute estate tax and gained a better understanding of succession.”
Romulo Luis de Jesus
Sun Life
Insurance Advisor
“The CTEP Program taught me that estate planning is far less about instruments and more about conversations. Clients rarely express their fears outright; the skill lies in surfacing those concerns and gauging when a family is ready to take action. What stayed with me most is the reminder that the ultimate deliverable is never the structure or tax efficiency, but peace of mind—and everything else is simply a means to achieve it. Highly recommended for anyone serious about advisory work.”
Carlos Leandro F. Felipe
BDO Private Bank, Inc.
Senior Trust Advisor