CTEP™ PROGRAM TESTIMONIALS
“The lecturer’s insights and wisdom have well prepared us to carry on with the profession. It opened up a myriad of thoughts, and like what Atty always says, “imagination”, as we solve complex estate plan cases. Kudos to the team! Our sincere gratitude for making this work against all odds.”
Joseph Richmon F. Jamon
Bank Assurance Sales Executive – Preferred Banking, BPI-Philam Life Assurance Corp.
CTEP™ Program Batch 18
“I am satisfied with the overall event even though it is done online. I understand that we are the first batch for an online learning platform and there are struggles adapting to it so I believe that with our feedback, we can together make the program more effective. I hope that we can still have some future huddles so that we can freely exchange learnings from different participants and I also hope that we will have an exclusive Facebook group in which we, the 18th batch, are part of and that the team of Atty. Mendoza will keep us posted on new updates regarding trust and estate planning. More power to EVM’s team!”
John Francis Pañares
Assistant Unit Manager – Financial Consultant, Pru Life UK – Borromeo Insurance Agency
CTEP™ Program Batch 18
“The lecturer is an expert in his field, gives a lot of examples and case studies. The tips and advice can’t be found in any book. I wish he was my professor back in law school and we have extended lectures.”
Nicolo F. Bernardo, Legal Officer IV
Bangko Sentral ng Pilipinas
CTEP™ Program Batch 18
“It was a concept-filled program but I was hoping we would have concrete exercises wherein we will create our own plan and that there will be consultations involved. I feel unprepared for the exam after the last session.”
Gerlene Reyes-Guerrero
Licensed Financial Advisor, Pru Life UK
CTEP™ Program Batch 18
“Very useful especially for tax lawyers and insurance practitioners. Quite difficult to follow for others especially the jumping between local and international concepts. But overall, this is a must-attend training for those who wish to be well versed in estate, business succession, and tax planning
Ma. Asuncion C. Kohchet-Chua
Head of Wealth Management, ATRAM
CTEP™ Program Batch 18
“I became more knowledgeable when it comes to various estate planning tools and documentation as well as adept to trust taxation.
Ernesto Moreno
President, Centaurion Outsourcing & Business Solutions Inc.
CTEP™ Program Batch 18
“The CTEP program is a very good way to integrate knowledge from different fields into a tangible and practicable format. EVM’s anecdotes were very helpful in explaining different concepts, and his insights provide much-needed guidance for other concerns tangential to trust and estate planning. Highly recommended!”
Precious Rochelle O. Gan
Owner, O.G Accounting Consultancy Services
CTEP™ Program Batch 18
“The program allows me to level up my knowledge on Estate Planning. As a result, I can further add value to my existing clients and even future clients.”
Gerard Roura
Financial Advisor, Sunlife of Canada
CTEP™ Program Batch 18
“The learnings from this training reinforced my legal knowledge and hopefully will bring about a more effective, fulfilling and rewarding practice for me.”
Maria Theresa E. de Mesa
Jr. Partner, Belo Gozon rema Parel Asuncion & Lucila
CTEP™ Program Batch 4
“I’ve learn the value of estate planning, future is so much assured for our children if we plan ahead. I was empowered to think big as a financial consultant, Atty. Mendoza is brilliant trainer.”
Smith Parreño
Financial Consultant, Pru Life UK
CTEP™ Program Batch 4
“The six weeks taught me so much more about planning my affairs than my entire four years in law school.”
Valery Joy A. Brion
Director I, O/s Pimentel, Senate of the Phils.
CTEP™ Program Batch 4
“The course is very practical and useful, especially for a legal practitioner who focuses in family law like me. Thank you CTEP!”
Donna Marie G. Orilla
Lawyer, Orilla Law Office
CTEP™ Program Batch 4
“This course will help financial advisors with their clients in time of planning for their estates.”
Rowena Yu
Financial Advisor, Philamlife
CTEP™ Program Batch 4
“The experience was truly enriching; a welcome addition to my professional career.”
Atty. Jose Maria B. Duhaylungsod
Private Practitioner
CTEP™ Program Batch 4
CTEP program is a holistic program into estate planning. This program has helped me develop my knowledge as an insurance practitioner.”
Michaelson Lim
Financial Consultant, Pru Life UK
CTEP™ Program Batch 4
“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 (like what I did!)”
Joselle Joy A. Suero
Financial Advisor, Sun Life of Canada
CTEP™ Program Batch 3
“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.”
Dennis Espique
Financial Advisor, Manulife Philippines
CTEP™ Program Batch 3
“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!”
Maria Theresa F. Wilson
Unit Manager, Prulife UK
CTEP™ Program Batch 3
“CTEP is a useful course for specialization in estate planning. As a CPA, I already know taxes in estate but CTEP opened my mind to the fact that estate planning is not just done for tax purpose but for making sure you have a contribution in making the next generation a better one and ultimately the world a better place to live in.”
Sarah S. Songalia
CTEP™ Program Batch 2
“The subject matter was really helpful. It opens my mind to many things about it. The module is really commendable.”
Angelito Martinez
Unit Manager, Sun Life Financials
CTEP™ Program Batch 2