“CTEP is very informative that will enable me to conduct financial planning to highest level.”

Ron Magsalin
Insurance Agent, Prulife UK
CTEP™ Program Batch 2

“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 clientele by incorporating the legal and tax aspects of trusts and estate planning in our practice.”

Roberto Miguel Dimaculangan
Trust Lawyer, Security Bank Corporation
CTEP™ Program Batch 1

“It’s a privilege to be part of the first batch of “Chartered Trust and Estate Planner Program”. I was able to learn new approach for estate planning and also on how to incorporate “Trust”. This will be a useful tool that I can use to my clients.

Shirleen Fedillaga
Unit Manager, Sunlife of Canada Phils. Inc.
CTEP™ Program Batch 1

“This is a must for financial planners/advisors. I learned a lot from the lectures, discussions and cases presented by Atty. Mendoza.”

Vanessa Marie G. Legaspi
Financial Advisor, Wealth Coaches Phils. – PHILAMLIFE
CTEP™ Program Batch 1

“CTEP as the first designation professionalizing trust & estate planning in the phils. Particularly for financial advisors this enhances one’s knowledge of the legation involved in estate planning leading to be an expert on said concept of life insurance.”

Ma. Venus B. Del Mundo
Branch Manager, Sunlife of Canada
CTEP™ Program Batch 1

“Very informative, has concrete examples for practical applications.”

David Mengillano
CTEP™ Program Batch 1<

“The course can be quite technical, but very informative. Attend this if you want a challenge.”

Amabelle De Leon
Strategic Insights Manager, JT International (Phils) Inc.
CTEP™ Program Batch 1

“This program has opened my mind about better ways in planning estates of clients.”

Ryan N. De Vera
Associate Agency Manager, PHILAMLIFE
CTEP™ Program Batch 1

“Would enthusiastically recommend the program to others.”

Antonio L. Panaligan
Financial Advisor, Sunlife of Canada
CTEP™ Program Batch 1

“I think CTEP module useful in planning over even personal and family financial affairs and helpful in increasing the financial literacy of our staff as well as other clients – family, friends, and colleagues.”

Maria Rosario Fernandez
Independent HR Professional
CTEP™ Program Batch 2