| Designation Essentials |
|---|
| Currently offered and recognized by the issuing organization. |
| Estate Planning Institute |
| Qualification and Educational Requirements |
|---|
| Professional license in one or more of the following areas: securities, insurance, accounting, legal, banking, real estate and other professional areas |
| Self-study program (three segments, completed over a two-day period) |
| Final exam for each of the three segments (online, proctored) |
| Eight CEPP continuing education credits every two years |
| Verification, Complaints and Accreditation |
|---|
| None |
| None |
| None |
| None |
