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.”
The CTEP cohort contributes to Sun Life’s sustained investment in advisor development, positioning them among the Philippines’ most qualified trust and estate planning professionals. The designation validates their expertise across critical wealth management disciplines and enhances client confidence in their advisory capabilities.
This also aligns strategically with Sun Life’s recent launch of Sun Life Premier Legacy, a comprehensive financial solution designed for affluent Filipinos seeking structured wealth preservation and multi-generational continuity.
“Our advisors are our greatest asset in serving the high-net-worth segment,” Moreno added. “By continuously investing in their professional development, we ensure Sun Life remains the trusted partner for families navigating complex wealth transfer and legacy preservation decisions.”
