“This is definitely outside my comfort zone. I can say I have learned far beyond my initial expectation – meaningful life lesson much more than estate planning.”

ctep-b2-liza.jpgMaria Liza J. Valenciano
CTEP™ Program Batch 2

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

ctep-b2-ron-m.jpgRon 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.”

ctep-b1-miguel.jpgRoberto 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.

ctep-b1-shirleen.jpgShirleen 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.”

ctep-b1-vanessa.jpgVanessa Marie G. Legaspi
Financial Advisor, Wealth Coaches Phils. – PHILAMLIFE
CTEP™ Program Batch 1