Certified Specialist in Estate Planning (CSEP)
Designation Essentials | |
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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 |