Certified Estate Planner (CEP)
Designation Essentials | |
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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 |