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Certified Specialist in Estate Planning (CSEP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization National Institute for Excellence in Professional Education, LLC
Qualification and Training Requirements
Prerequisites Accrual of 40 points under the National Institute's guidelines, through education, experience licensing and/or professional designations
Designation Training Requirements Completion of six core and two elective courses
Designation Exam Type Online, timed exam for each course
Continuing Education Requirements 16 hours every two years
Verification and Complaints
Online Designation Resource Online at Designation Holders by State
Investor Complaint Process None
Published List of Disciplined Designees None