CTEP™ PROGRAM TESTIMONIALS
“This course is an eye opening experience for me, it showed the world in a very promising perspective. As a financial consultant, I realized how I can make a difference in the life of an individual.”
Lodela P. Manibo
Financial Consultant, Prulife
CTEP™ Program Batch 2
“Very powerful course! This gives wealth of information and practical approach to transfer wealth and leave your legacy. All financial planner/consultants and advisors are encouraged to take this course to as this will surely redound to the best interest of wealthy clients.”
Margaret G. Manlapas
Certified Investment Solicitor, RAMPVER Strategic Advisor
CTEP™ Program Batch 2
“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.”
Maria Liza J. Valenciano
CTEP™ Program Batch 2
“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
“The program is a great eye opener. Concepts learned can be applied to my own personal situation.”
Shirlyn Book
Generali Philippines
CTEP™ Program Batch 2
“Great program, learned a lot! Great speaker!”
Jennifer T. Ong
CTEP™ Program Batch 2
“I feel more confident now to help my clients with their estate planning requirements. ”
Elizabeth E. Chavez
President, E.C. Financial Solutions
CTEP™ Program Batch 3
“Opened more ideas for me to help my clients.”
Raymond Lacsamana
Unit Manager, Philamlife
CTEP™ Program Batch 3
“The program enlightens us with new tools to use for the benefit of our clients with reference to estate planning. I feel that Atty. Mendoza (resource speaker) has an abundant knowledge and experience on the topic which he shares.”
Willison Yu
Financial Consultant, Prulife UK
CTEP™ Program Batch 1
“Perfect estate planning lecture & workshop. Have learned a lot of technique & strategies based on actual experiences. Thank you very much!”
Christian Daruca
DEC Business
CTEP™ Program Batch 1
“I wish I had taken this course earlier when I actually needed advise regarding the estate of my mother who passed away. Great learning experience!”
Sheila Fe Bernadette S. Ventura
Insurance Advisor, Manulife
CTEP™ Program Batch 4