KP
Kim Mc Ivans Pasion
Chief Risk Officer
Sterling Bank of Asia, Inc.
✓ BSP Accredited Designation Program
Certified Trust ProfessionalCTP
Investment, Trust, and Estate Management Series (ITEMS)
Learn the fundamentals of trust and investment management — and the rigors of trust operations and investment programs — from trust and investment professionals with decades of experience.
Program FeePHP 45,000
Enroll
Why ITEMS
What the program builds in you
ITEMS covers the fundamentals of trust and investment management, with relevant and substantial content on the rigors of trust operations and investment programs.
✓
Comprehensive understanding of trust operations and investment principles.
✓
Learn from trust and investment professionals with high technical competence and decades of experience.
✓
Accelerated compliance with BSP-required training for Trust Officers.
✓
Eligibility to work in the Trust Operations of banks.
CTP
The Designation — Certified Trust Professional
Completion of this course accelerates compliance to the requirements of the Bangko Sentral ng Pilipinas for trust officers to undergo a 90-hour training program. Graduates earn the Certified Trust Professional (CTP) designation.
Curriculum
What you will learn in ITEMS
Twelve topics spanning the trust and fiduciary business, regulation and governance, trust products and operations, and investment principles.
- 01
Basic Trust Overview
- 02
The Trust / Fiduciary Business
- 03
Government Regulation on Trusts
General and basic standards.
- 04
Corporate Governance
Compliance, risk, data privacy, AMLA, FATCA.
- 05
Uses of Trusts for Insurance Planning
- 06
Collateral Trust Functions
- 07
Trust Products and Services
Traditional trusts, employee benefit plans, personal management trust / IMA, corporate & institutional products and services, UITF, PERA.
- 08
Trust Accounting and Internal Controls
- 09
The Trust Organization
- 10
Marketing Trust Products
- 11
Stand Alone Trust Corporations
- 12
Investment Principles
Basic financial math, fixed income investments, equity investments, derivatives, technical analysis, fundamental analysis (passive vs. active), portfolio management, and a workshop on investments.
Who this is for
Open to professionals across financial institutions
Participants from the banking sector, investment houses, insurance companies, and other financial and asset management institutions are welcome to attend ITEMS.
01
Banking sector
02
Investment houses
03
Insurance companies
04
Other financial & asset management institutions
Faculty
Learn from the people who have done the work
Trust, investment, compliance, and banking practitioners with high technical competence and decades of experience.
MC
Atty. Maria Carmina P. Carpio
Head, Portfolio Management Division, Trust & Investments
Rizal Commercial Banking Corporation
JH
Atty. Jose C. Hipolito Jr.
Head of AML
Bank of Commerce
RD
Atty. Robert Miguel I. Dimaculangan
AVP, Head of Trust Operations
East West Bank
NV
Norvin Villa, CPA
Senior Analyst
Infinit Outsourcing
AA
Aurelio C. Alonzo
President & CEO
Wealth Management Center
AC
Atty. Angelo M. Cabrera
Founder and Chairman Emeritus
Wealth Management Center
EV
Eric B. Victoria
Vice President, Trust Division
BDO Private Banking
ML
Maria Lizeth M. Laus
Product Development & Marketing Head, Strategic Initiatives
Rizal Commercial Banking Corporation
PB
Princess Baun-Balingit
Investment and Strategy Officer
FWD Life Insurance Corp.
AG
Alexander Norbert N. Giles, CFA
Consultant and Lecturer for Market Education
First Metro Securities
RM
Rodrigo Alberto D. Maddatu, CFA
Head of Trust Investments
BDO Private Banking Trust Division
HH
Henry Joseph M. Herrera
Former President & CEO, Sun Life Canada (Philippines) Inc.
Former Chairman of the Board, PRU Life UK (Philippines) Inc.
MB
Mari Toni S. Bautista, CFA
Director, Financial Markets Sales
Standard Chartered Bank
JB
Jerik T. Balisi
Vice President & Head, Trust Operations
Rizal Commercial Banking Corporation
Requirements to earn the designation
One program, one designation
To receive the Certificate of Completion and the Certified Trust Professional designation, meet the attendance and assessment requirements below.
Program FeePHP 45,000
ITEMS / CTP full program.
AttendanceMax. 3 absences
The maximum allowed number of absences is three (3).
Assessments3 quizzes + final exam
Pass three (3) quizzes and one (1) final exam. Learning checks are given every two weeks.
AccreditationBSP Accredited
Bangko Sentral ng Pilipinas.
FAQ
Common questions
Who can attend ITEMS?
Participants from the banking sector, investment houses, insurance companies, and other financial and asset management institutions are welcome to attend.
What designation do I earn?
Graduates earn the Certified Trust Professional (CTP) designation, together with a Certificate of Completion, after meeting the attendance and assessment requirements.
How does ITEMS relate to the BSP training requirement?
Completion of the course accelerates compliance to the requirements of the Bangko Sentral ng Pilipinas for trust officers to undergo a 90-hour training program.
How is the course taught?
Through lecture and discussion, with analysis and discussion of cases. An exam is given every two weeks (Learning Checks) and at the end of the course (Final Exam) to test comprehension and retention.
What must I complete to earn the CTP designation?
You may be absent for no more than three (3) sessions, and you must pass three (3) quizzes and one (1) final exam.
How much is the program fee?
The ITEMS program fee is PHP 45,000.
How do I enroll?
Tap “Enroll Now” anywhere on this page to reach the ITEMS enrollment form, or reach out directly at admin@wmc.org.ph.
Certified Trust Professional
Build your career in trust and investment management.
The ITEMS program gives you the knowledge, the credential, and the accelerated BSP-required training to work confidently in trust operations.
Enroll in ITEMS Now →