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Certified Elder Planning Specialist (CEPS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Plan4Life, LLC
Qualification and Educational Requirements
Prerequisites

None

Education Requirements

Ten-module course (in person)

Examination Type

Final certification exam (open-book, non-proctored, multiple choice)

Continuing Education Requirements

None

Verification and Complaints
Check Designation Status Online

None

Investor Complaint Process

None

Published List of Disciplined Designees

None