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 |