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Marking a significant milestone in its commitment to elevating expertise within its high-net-worth advisory team, Sun Life Philippines announced that 100 financial advisors have successfully completed an exclusive delivery of the Chartered Trust and Estate Planner (CTEP) program.
A specialized program, CTEP equipped participating advisors with advanced knowledge across six comprehensive modules covering estate planning fundamentals, estate taxation, wills and trust strategies, gifting and life insurance planning, business succession arrangements, and special powers of attorney.
Delivered by seasoned financial industry experts, the CTEP curriculum combined comprehensive theoretical knowledge with practical case studies, enabling advisors to apply learning immediately to real world client scenarios involving business succession, philanthropic structuring, and incapacity planning.
“This program represents our commitment to ensuring our advisors possess world-class expertise in wealth preservation and legacy planning,” said JJ Moreno, Country Head and CEO of Sun Life Philippines. “As Asia approaches an unprecedented intergenerational wealth transfer, our advisors need to be equipped not just with product knowledge, but with sophisticated planning strategies that address the complex concerns of affluent families. These 100 advisors now hold globally recognized credentials that reflect the caliber of guidance we can provide.”
