CTEP™ PROGRAM TESTIMONIALS
“It is very informative and conducted with simplicity”
Sarmiento, Emerson Ian R.
“Atty. Joshua is very detailed and straightforward in discussing the module.”
Dela Pena, Shedd L.
“Very substantial program. Knowledgeable speakers.”
Co, Khate Ann Margareth N.
“Good refresher to those who have estate planning background”
Padilla, Jonathan Emmanuel B.
“Very practical and easy to understand”
Bacani, Abigail Teresa E.
Comprehensive, practical, and enlightening
Palma, Rheina A.
“The event was very informative, well-organized, and filled with valuable insights. I appreciated the opportunity to learn from industry experts and connect with fellow participants. All in all, it was a rewarding experience.”
Chua, Magdalita
“Very informative training. Highly recommended.”
Chua, Tecson C.
“All the Modules were broken down quite comprehensively. The mentors tried to answer all scenarios that may be applicable to the topic. Although some details are a bit contradicting, you’d realize that all learning can vary based on the situation and not merely applying all learnings by books.”
Cua, Monic L.
“CTEP made my Legacy and Estate Planning knowledge made me more confident in talking to High Net Worth Clients.”
Leano, Lady June R.
“In CTEP, there have been lots of learnings which provide clarity and holistic understanding of what estate planning is all about. More power to the team! Keep up the good work!”
Mojares, Veronica C.
Ab Capital Investment& Trust Corp.
Trust Operations Dept. Head
“I learned practical tools that will help my clients”
Jerica David
AXA Philippines
Financial Advisor
“Even as a legal professional, there were plenty of practical tips which enriched my knowledge of estate planning. I truly appreciated the exercises given to us.”
Allen Roi M. Cledera
“This program is a great supplement after the RFP course. It answered a lot of concerns arising on estate planning and how trust can play a vital role in estate directives. Thank you for making this accessible in the Philippines.”
Melanie L. Santiago
“The CTEP program has greatly expanded my knowledge of trust and estate planning. The lecturers are highly competent and knowledgeable, providing valuable insights and practical learning experiences. I would certainly recommend this program to my friends and colleagues in the industry.”
Virgilio L. Cañete
Aureus Financial Planning and Consultancy
Founder
“The Chartered Trust and Estate Planner (CTEP®) Program is an outstanding and highly valuable learning experience!
I initially joined for personal learning purposes, particularly to better understand how to prepare and secure my family’s future. However, the program exceeded expectations by providing deep, practical, and well-structured knowledge on trusts, estate planning, succession, wealth preservation, and asset protection.
What makes the program truly exceptional is its ability to simplify complex concepts while clearly demonstrating their real-world application. It does not only build technical understanding, but also encourages a meaningful shift in perspective—from asset management to legacy building and long-term stewardship for future generations.
Overall, the CTEP® Program is highly recommended for professionals and individuals who want to gain practical and impactful knowledge in estate and trust planning. It is a truly worthwhile investment in both personal growth and future preparedness.”
Cherrybelle A. Lao
City Government Of Cagayan De Oro
Department Head
“I learned a lot from the sessions, topics are interesting and relevant.”
Wendy Saez Co
Axa Philippines
Head of Treasury
“In CTEP, there have been lots of learnings which provide clarity and holistic understanding of what estate planning is all about. More power to the team! Keep up the good work!”
Veronica C. Mojares
Ab Capital Investment& Trust Corp.
Trust Operations Dept. Head
“I learned practical tools and valuable insights that will help me better support my clients and provide more effective solutions in my professional practice.”
Jerica David
AXA Philippines
Financial Advisor