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Certified Estate Planner (CEP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization National Institute of Certified Estate Planners
Qualification and Training Requirements
Prerequisites

Candidates must have a valid current license in either the financial, legal or tax profession or receive permission for enrollment based on some other relevant professional interest.

Designation Training Requirements

Combination of interactive online and self-study courses

Designation Exam Type

Online, proctored exam

Continuing Education Requirements

Eight hours every two years

Verification and Complaints
Online Designation Resource

Online at Find a NICEP Professional

Investor Complaint Process

In writing to: NICEP, 2125 W. Zartman Road, Kokomo, IN 46902

Published List of Disciplined Designees

None