Chartered Trust and Estate Planner - CTEP

17/01/2024

Whats the connection between MMFF movies and what will happen to the economy this year?

Social mood plays a crucial role in influencing the stock market. Socionomics tells us that changes in how people feel, whether positive or negative, tend to influence their subsequent behaviors and

17/01/2024

What's the connection between MMFF movies and your investments in the stock market?

Social mood plays a crucial role in influencing the stock market. Socionomics tells us that changes in how people feel, whether positive or negative, tend to influence their subsequent behaviors and

10/01/2024

If the stock market has a positive return in January, investors perceive this as a bullish signal for the year ahead, while a negative return in the same month raises a negative outlook for the rest of the year.

Historically, January is the best month to be invested in stocks in the markets around the world because stocks in general yield higher returns during this period. One commonly cited explanation

02/01/2024

What are your money resolutions for 2024?

Instead of setting unrealistic resolutions, why not try some that directly impact your financial health?

13/11/2023

This quote can be applied to estate planning as well. If you want to ensure that your loved ones are taken care of after you die, you need to plan ahead. You need to identify your assets and liabilities, choose the right beneficiaries, and set up trusts and other estate planning tools.

The Chartered Trust and Estate Planner (CTEP) program can help you plan for your future.

If you're ready to create good fortune for your loved ones, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

11/11/2023

Bulaong specifically mentioned the program's focus on practical applications and real-world examples. He said that this helped him to better understand the concepts of estate planning and how they can be applied to his clients' specific situations.

The CTEP program is a great option for attorneys who want to learn more about estate planning. The program is taught by experienced and knowledgeable professionals, and it will give you the knowledge and skills you need to provide your clients with the best possible advice.

Learn more about the CTEP program at ctepphilippines.org/contact-us.

06/11/2023

Estate planning: planting a tree for the future.

This quote can be applied to estate planning as well. When you create an estate plan, you are planting a tree for the future. You are ensuring that your assets will be taken care of after you die and that your loved ones will be provided for. You are also making sure that your legacy will live on.

The Chartered Trust and Estate Planner (CTEP) program can help you plant a tree for the future.

If you're ready to plant a tree for the future, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

04/11/2023

The CTEP program is a great option for financial advisors who want to learn more about estate planning. The program is taught by experienced and knowledgeable professionals, and it will give you the knowledge and skills you need to provide your clients with the best possible advice.

Learn more about the CTEP program at ctepphilippines.org/contact-us.

30/10/2023

Don't wait for the perfect time to start planning your estate.

This quote can be applied to estate planning as well. If you're waiting for the perfect time to start planning your estate, you're likely to never start. The truth is, there is no perfect time to start estate planning. The sooner you start, the sooner you can protect your assets and ensure that your wishes are carried out after you die.

The Chartered Trust and Estate Planner (CTEP) program can help you start planning your estate today.

If you're ready to take action and start planning your estate, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

28/10/2023

"An example is better than a thousand words." - Chinese Proverb

Elaine M. Morales is a financial advisor at Pru Life UK and a student of the CTEP program and is impressed with the way the instructor, Atty. Mendoza, cites case examples to help students understand the concepts. She said that this makes the learning process more effective and engaging.

The quote from the Chinese proverb is a reminder that sometimes, the best way to learn something is by seeing it in action. The CTEP program uses case examples to help students see how the concepts of estate planning are applied in real life. This makes the learning process more effective and helps students to better understand the material.

Learn more about the CTEP program at ctepphilippines.org/contact-us.

23/10/2023

When you create an estate plan, you are creating a roadmap for your assets after you die. You are deciding who will inherit your assets and how they will be distributed. You are also making sure that your assets are managed in a way that minimizes taxes and fees.

The Chartered Trust and Estate Planner (CTEP) program can help you create a good estate plan.

If you're ready to create a road map for your future, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

21/10/2023

"The only way to do great work is to love what you do." - Steve Jobs

Alexander G. Lumarda is a student of the CTEP program and is very impressed with the instructor, Atty. Mendoza. He said that Atty. Mendoza is an excellent and superb teacher, and he learned a lot from him. Lumarda is grateful for Atty. Mendoza's willingness to share his knowledge and wisdom.

The quote from Steve Jobs is a reminder that we should all find work that we are passionate about. When we love what we do, we are more likely to do great work. The CTEP program can help you to find a career that you are passionate about and that allows you to make a difference in the world.

Learn more about the CTEP program at ctepphilippines.org/contact-us.

16/10/2023

Greatness is not about what you achieve in your lifetime. It's about what you leave behind.

This quote suggests that true greatness is not measured by personal fame or fortune, but by the impact you have on the world. When you start something that lives after you, you are creating a legacy that will continue to benefit others long after you are gone.

The Chartered Trust and Estate Planner (CTEP) program can help you start something that lives after you.

If you're ready to start something great, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

14/10/2023

Alice M. Garin is a student of the CTEP program and is very impressed with the instructor, Atty. Mendoza. She said that Atty. Mendoza is very knowledgeable and engaging, and she is excited to learn more about estate planning from him.

If you are interested in learning more about estate planning, the CTEP program is a great option. The program is taught by experienced and knowledgeable professionals, and it will give you the knowledge and skills you need to provide your clients with the best possible advice.

Learn more about the CTEP program at ctepphilippines.org/contact-us.

09/10/2023

Estate planning: don't put it off.

Estate planning is the process of ensuring that your assets are distributed according to your wishes after you die. It's important to have an estate plan in place, even if you don't have a lot of assets. This way, you can make sure that your loved ones are taken care of and that your assets are not subject to probate court.

The Chartered Trust and Estate Planner (CTEP) program can help you create an estate plan that meets your needs.

If you're ready to take care of your loved ones, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

07/10/2023

Marjorie Te, a financial advisor at Pru Life UK, recently completed the CTEP program and was very impressed with the depth and breadth of knowledge she gained. She said that the program helped her to appreciate the intricacies of estate planning and to understand the different strategies that can be used to protect clients' assets and ensure their wishes are carried out.

If you are a financial advisor who is looking to learn more about estate planning, the CTEP program is a great option. The program is comprehensive and informative, and it will give you the knowledge and skills you need to provide your clients with the best possible advice.

Learn more about the CTEP program at ctepphilippines.org/contact-us.

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02/10/2023

Antoine de Saint-Exupéry, a French writer and aviator, said it best: "A goal without a plan is just a wish."

This quote can be applied to estate planning as well. If you have a goal of leaving a legacy for your loved ones, you need to have a plan in place to make it happen. The Chartered Trust and Estate Planner (CTEP) program can help you create a plan that will help you achieve your goals.

If you're ready to turn your goals into reality, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

30/09/2023

Quincy Kaye Quilang, a Sr Premier Wealth Financial Planner at Etiqa Life, recently attended the CTEP seminar and was impressed with the speaker's ability to use practical examples to illustrate and practical analyses to answer questions.

Learn more about the CTEP program at ctepphilippines.org/contact-us.

29/09/2023

Are you ready to embark on a transformative journey into the world of financial planning, estate management, and creating a lasting legacy? Look no further than "The Financial Advisors Congress 2023: Lasting Legacy: The Art and Science of Estate Planning."

Register to this link: https://www.eventbrite.com/e/lasting-legacy-the-art-and-science-of-estate-planning-tickets-723773525097?aff=oddtdtcreator

The Financial Advisors Congress is a prestigious annual gathering that brings together renowned experts, financial professionals, and individuals passionate about securing their financial future and leaving a lasting legacy for generations to come. This year's theme, "Lasting Legacy: The Art and Science of Estate Planning," promises to be an enriching experience like no other.

26/09/2023

Always plan ahead.

This quote can be applied to estate planning as well. No one knows when they're going to die, so it's important to plan ahead and make sure that your affairs are in order. This way, your loved ones won't have to deal with the stress of figuring out what to do after you're gone.

The Chartered Trust and Estate Planner (CTEP) program can help you create an estate plan that meets your needs.

If you're ready to start planning for the future, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

18/09/2023

Winston Churchill, a British statesman and military leader, said it best: "We make a living by what we get, but we make a life by what we give."

This quote can be applied to estate planning as well. When you create an estate plan, you're not just thinking about your own financial security. You're also thinking about how you can use your assets to help others.

The Chartered Trust and Estate Planner (CTEP) program can help you create an estate plan that reflects your values and that gives back to the community.

If you're ready to make a difference in the world, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

16/09/2023

Edlynn Ng is a Financial Advisor who took the CTEP program. She says that the program has helped her understand the importance of estate planning and the different ways to protect her assets. She also says that the facilitators were knowledgeable and helpful.

If you're interested in learning more about estate planning, the CTEP program is a great option. Contact us today to learn more.

ctepphilippines.org/contact-us

12/09/2023

This quote can be applied to estate planning as well. If you're not sure where to start, or if you're having trouble finding a solution that works for you, don't waste your time trying to force something that's not working. Instead, reach out to a professional who can help you create a plan that meets your needs.

The Chartered Trust and Estate Planner (CTEP) program can help you create a comprehensive estate plan that meets your needs.

If you're ready to create an estate plan that works for you, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

09/09/2023

Ma. Martha Angela Casimiro is a financial advisor who took the CTEP program. She says that the program has helped her improve her skills and knowledge in estate and trust planning, which has allowed her to better serve her clients by focusing more on their estate and trust planning needs.

If you're a financial advisor who wants to learn more about estate and trust planning, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us

05/09/2023

Estate planning is one of those things that can seem daunting, but it's important to remember that it's something that you're doing for your future self. By taking the time to create an estate plan, you can ensure that your wishes are carried out and that your loved ones are taken care of after you're gone.

The Chartered Trust and Estate Planner (CTEP) program can help you create a comprehensive estate plan that meets your needs.

If you're ready to do something today that your future self will thank you for, the CTEP program is for you. Contact us today to learn more.

ctepphilippines.org/contact-us