Earn a professional designation in estate planning, retirement planning, or management consulting

Program GuidelinesTake an ExamLive Seminar ScheduleSelf-Study Ordering InfoSeminar SponsorsDownload Application FormsFor Designation HoldersDesignation Holders by StateContact UsNational Institute for Professional Education

Continuing Education Reporting Form

Last Name:
First Name:
Middle Initial:
Company Name:
Business Address:
Business Phone:
Business Fax:
Email Address:
Year of Completion:
Course Name Course Sponsor Format Credit

Total Credit Hours Earned:

Affidavit: I attest to the truth and accuracy of all statements in this affadavit. (please initial)

Important Note: Do not send supporting documentation unless requested. However, supporting documentation should be retained in your files for a minimum of two years following the end of the reporting period.

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Certified Specialist in Estate Planning | Certified Specialist in Retirement Planning

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National Institute for Excellence in Professional Education (NIEPE)
237 Lancaster Avenue
Suite 7500
Devon, PA 19333
(610) 688-4574