Skip to main content

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

Chartered Estate Planning Practitioner (CEPP)

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