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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 and Complaints
Check Designation Status Online None
Investor Complaint Process None
Published List of Disciplined Designees None