Certified Estate Planner (CEP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization National Institute of Certified Estate Planners
Qualification and Educational Requirements
Prerequisites Valid current license in either the financial, legal or tax profession or receive permission for enrollment based on some other relevant professional interest
Education Requirements Combination of online and self-study course (eight modules)
Examination Type Proctored exam
Continuing Education Requirements Eight hours every two years in the area of estate planning
Verification, Complaints and Accreditation
Check Designation Status Online Online at Find a Professional
Investor Complaint Process

In writing to:
2125 W. Zartman Road
Kokomo, IN 46902

Published List of Disciplined Designees None
Accredited By None