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A new administration means that significant changes are likely in the estate and retirement
planning fields. Now, more than ever, your clients need the guidance
of a qualified specialist to lead them through a tangle of complex
regulations and analyze valuable strategies for maximizing their
financial potential.
With this in
mind, The National Institute for Excellence in Professional Education,
LLC has developed two comprehensive designation programs:
In partnership
with Surgent McCoy CPE, LLC, the recognized leader in continuing
education for tax and financial professionals, the National Institute
has developed and maintains stringent requirements for attaining
and holding these designations, providing assurance to the public
that our designation holders have the practical knowledge and expertise
to be leaders in their field. These requirements include the completion
of a curriculum of core and elective courses, attainment of a passing
grade on a rigorous exam for each course, meeting requirements of
education and experience, and adhering to the National Institute
code of ethics. After completing a program, designation holders
are required to annually renew their designation and meet biannual
continuing education requirements.
Designation
holders are granted use of their designation by the National Institute
and must continue to meet all requirements to maintain its use.
The National Institute is committed to upholding quality standards
for its designation programs, promoting the value of the designations,
and providing a service to our designation holders. To become specialized
through the National Institute is an investment that will make a
valuable difference in your future and that of your clients.
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