Skip to main content

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

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 Training Requirements

Valid current license in either the financial, legal or tax profession or receive permission for enrollment based on some other relevant professional interest

Designation Training Requirements

Combination of online and self-study course (eight modules)

Designation Exam Type

Proctored exam

Continuing Education Requirements

Eight hours every two years in the area of estate planning

Verification and Complaints
Online Designation Resource

Online at Find a Professional

Investor Complaint Process

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

Published List of Disciplined Designees