Chartered Estate Planning Practitioner (CEPP)

Designation Essentials
Status	Currently offered and recognized by the issuing organization.
Issuing Organization	Estate Planning Institute
Qualification and Educational Requirements
Prerequisites	Professional license in one or more of the following areas: securities, insurance, accounting, legal, banking, real estate and other professional areas
Education Requirements	Self-study program (three segments, completed over a two-day period)
Examination Type	Final exam for each of the three segments (online, proctored)
Continuing Education Requirements	Eight CEPP continuing education credits every two years
Verification, Complaints and Accreditation
Check Designation Status Online	None
Investor Complaint Process	None
Published List of Disciplined Designees	None
Accredited By	None