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 | 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 online and self-study course (eight modules) |
| Designation Exam Type | Proctored exam |
| Continuing Education Requirements | Eight hours every two years in the area of estate planning |
| Verification and Complaints | |
| Online Designation Resource | Online at Find a Professional |
| Investor Complaint Process | In writing to: |
| Published List of Disciplined Designees | None |
