Chartered Estate Planning Practitioner (CEPP)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Issuing Organization | Estate Planning Institute |
| Qualification and Training Requirements | |
| Prerequisites | Professional license in one or more of the following areas: securities, insurance, accounting, legal, banking, real estate and other professional areas |
| Designation Training Requirements | Self-study program (three segments, completed over a two-day period) |
| Designation Exam Type | Final exam for each of the three segments (online, proctored) |
| Continuing Education Requirements | Eight CEPP continuing education credits every two years |
| Verification and Complaints | |
| Online Designation Resource | None |
| Investor Complaint Process | None |
| Published List of Disciplined Designees | None |
