CSEPCertified Specialist in Estate Planning
- Credentials (Letters): CSEP
- Credentials (Full Name): Certified Specialist in Estate Planning
- Type of Knowledge: Planning
- Sponsor for Credential: The National Institute for Excellence in Professional Education, LLC
- Sponsor/Credential Website: http://www.niepe.org/index.html
Program Information
- Prerequisites: Accrual of 40 points for education, experience, licensing, and/or professional designations
- Curriculum: 6 core and 2 elective courses
- Type of Study: Self study
- Estimated Completion Time: Unknown
- Examination Requirements: Online; timed
- Continuing Education Requirements: 16 hours every 2 years
Investor Functions
- Advisor Look-Up: Please email info@niepe.org to confirm a designation holder or to find a CSEP/CSRP in your area.
- Investor Education: None
- Telephone: 610-688-4574
- Email: info@niepe.org
- Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.