The National Institute for Excellence in Professional Education

Certified Specialist in Estate Planning® (CSEP)

Because CPAs and other financial professionals are intimately involved in their client's personal financial affairs, they can authoritatively advise clients on estate planning matters. As such, they are uniquely positioned to capitalize on the many recent changes in the area of estate planning, thereby creating alternative sources of revenue.

The Certified Specialist in Estate Planning® (CSEP) program consists of a curriculum of core and elective courses specifically designed to enhance and expand your practical knowledge. Candidates must complete all six core courses, as well as two electives, and pass a related exam for each. The courses offered in the Certified Specialist in Estate Planning® program vary in level of knowledge from basic to advanced and consist of the following:

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  1. How to Settle an Estate for a Client from A to Z (SEAZ)
  2. Mastering the Fundamentals of Estate and Gift Tax Planning (MFEP)
  3. Federal Estate and Gift Tax Returns -- Forms 706 and 709 Workshop (GIFT)
  4. Fiduciary Income Tax Return -- Form 1041 Workshop (1041)
  5. The Complete Trust Workshop (TCTW)
  6. Post Mortem Estate Planning: Forms 706, 1041 and 1040 (PMEP)
Electives (select two):
  1. Advanced Estate Planning and Valuation Issues for the Closely Held Business Owner (EPVI)
  2. Estate and Life Planning Issues for the Middle-Income Client (PMIC)
  3. Advanced Form 1041 Practice Workshop (AP41)
  4. What You Need to Do Now in Estate Planning Under the New Tax Law (NLEP)
  5. Estate and Business Succession Planning Using Life Insurance (ESLI)

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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
Devon, PA 19333
(610) 688-4574