Village Connect
Sun Life Philippines continues to strengthen its position in serving affluent clients by investing in the advanced training of its financial advisors. The company recently announced that 100 of its advisors have successfully completed the Chartered Trust and Estate Planner (CTEP) certification program, a specialized course designed to deepen expertise in wealth preservation, estate planning, and legacy management.
PRESS RELEASE -Â Sun Life Strengthens High-Net-Worth Advisory Capabilities as 100 Advisors Complete Exclusive CTEP Certification Program.pdf
The CTEP program equips advisors with comprehensive knowledge in key areas that are increasingly important to high-net-worth individuals and families. Participants underwent intensive training covering estate planning fundamentals, taxation, wills and trusts, life insurance strategies, business succession planning, gifting arrangements, and special powers of attorney. Through a combination of classroom learning and practical case studies, advisors gained valuable insights that can be applied to real-world financial situations involving family wealth, business continuity, philanthropy, and incapacity planning.
PRESS RELEASE -Â Sun Life Strengthens High-Net-Worth Advisory Capabilities as 100 Advisors Complete Exclusive CTEP Certification Program.pdf
According to Sun Life Philippines Country Head and CEO JJ Moreno, the certification reflects the company’s commitment to ensuring that its advisors possess the expertise needed to address the increasingly complex financial concerns of affluent families. As wealth transfer across generations becomes a growing focus in Asia, clients require more than traditional financial advice. They need guidance on preserving assets, protecting family interests, and creating long-term legacy plans that can benefit future generations.
PRESS RELEASE -Â Sun Life Strengthens High-Net-Worth Advisory Capabilities as 100 Advisors Complete Exclusive CTEP Certification Program.pdf
The completion of the certification by 100 advisors further enhances Sun Life’s advisory capabilities and reinforces its commitment to professional excellence. The globally recognized designation validates the advisors’ specialized knowledge and helps strengthen client confidence in the quality of guidance they receive. It also positions these professionals among the country’s most qualified practitioners in trust and estate planning.
PRESS RELEASE -Â Sun Life Strengthens High-Net-Worth Advisory Capabilities as 100 Advisors Complete Exclusive CTEP Certification Program.pdf
The initiative complements the recent introduction of Sun Life Premier Legacy, a financial solution tailored for affluent Filipinos seeking structured approaches to wealth preservation and intergenerational wealth transfer. Together, the certification program and specialized financial solutions reflect Sun Life’s broader strategy of helping clients navigate the complexities of managing, protecting, and passing on wealth.
PRESS RELEASE -Â Sun Life Strengthens High-Net-Worth Advisory Capabilities as 100 Advisors Complete Exclusive CTEP Certification Program.pdf
By continuously investing in the development of its advisors, Sun Life aims to remain a trusted partner for individuals and families making important decisions about their financial future. As the demand for sophisticated wealth planning continues to grow, the company is positioning itself to provide comprehensive support that extends beyond investment and insurance products to include long-term legacy and estate planning solutions.
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