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 growth taking place
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, online 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:
