CTEP™ PROGRAM TESTIMONIALS
“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 of 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
“A great program for beginners, offering valuable insights and foundational knowledge to support their learning and professional growth.”
Sydney Sheridan Sy Tacuboy
“The CTEP Program is an essential investment for Executive Assistants in the trust industry. The curriculum provided valuable technical knowledge and a strong conceptual framework that enhanced my ability to handle sensitive documentation and client inquiries with greater confidence and accuracy.”
Lanz Joseph Ruiz
Land Bank of the Philippines
Executive Assistant
“The program was conducted professionally, with relevant materials and well-structured topics. The speaker was knowledgeable, professional, and engaging, making the sessions valuable and informative. Overall, the program served as an excellent refresher and enhanced my understanding of the subject. Thank you for this meaningful learning experience.”
Jalbuena, Wendy V.
Manulife
Financial Advisor / Management Consultant
“My knowledge of Estate Planning has become clearer, although there are still areas that require further understanding. I have started applying what I learned by practicing with friends and family, which has helped me gain more confidence and improve my skills.”
Javier, Girlie Claire A
“After taking CTEP, I can now offer my clients a broader, more grounded second opinion when they ask for advice about family assets or heirlooms.
I may not be their main estate planner, but I can help them see things clearly, understand their options, and make decisions that preserve both their legacy and their relationships.
This added perspective would surely help my clients avoid conflict and move toward choices that bring more peace to everyone involved.”
Maria Rialyn Perez
Joyeria/Earo
General Manager
“Coach Ron was very effective and engaging! Class was a good mix of professionals and I learned a lot from them!”
Vanessa Raymundo Uy
GSE Law Firm
Senior Partner
“Interesting and fun.”
Jeri Jacqueline Tan Reminajes-Reyes
Signature Properties Opc
President
“Very informative”
Frances Margarette A. Mendoza
Francesca Resorts and Hotels, Inc.
Secretary
“Very informative. I learned a lot from the sessions presented by Coach Ron.”
Federico G. Juayong Jr.
Abdul Latif Jameel
Financial Controller
“Quite basic”
Maximilian S. Tanenglian
Equicap Corp.
Founder & Ceo
“The CTEP is a must for those who would like to further the services for their clients. The program does not just allow you to gain technical knowledge, but it also teaches you how to handle clients and their needs. The sessions are also interactive, which will push you to think critically.”
Edlyn Romero-Canlas
EFR Law Office
Lawyer
“The exercises and case studies were very helpful in seeing how all these learnings apply to real life situations. I enrolled in this webinar with the aim of fixing some family issues but I believe this is also a branch that I can pursue in my career.”
Georgia M. Pangan
GMP & Associates
Senior partner
“This program transformed the way I understand and approach estate planning. The clarity of instruction, the depth of insights, and the real-world application of every module empowered me with confidence and purpose. It’s more than training—it’s a life-changing experience that benefits both the advisor and the families we serve. It will definitely elevate my qualifications as a financial planner.”
Ariel Manalac
Sun Life of Canada (Philippines)
Financial Advisor
“A structured way of getting information on estate planning”
Tristan Choa
Operations finance consultant
“Excellent.”
Norman Fumar