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

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CPAs need to expand their knowledge in the area of management consulting to meet the growing needs of business. A specialized designation in this area provides CPAs in public accounting and industry with the knowledge they need to meet the increasing demands of a competitive market. The Certified Specialist in Management Consulting® (CSMC) program allows qualified candidates to show their clients that they are receiving the best possible service in this field.

To earn this designation, candidates must meet requirements of education, experience, and ethics. In particular, enrollees are required to complete a curriculum of core and elective courses, ranging from basic to advanced and covering a broad range of issues. A candidate must complete a total of seven courses, and, for each, receive a passing grade on a related exam. The courses included in the CSMC program consist of the following:

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Core Courses:

  1. The Inventory Course -- Valuations, Methods, and Uniform Capitalization (IVMU)

Elective Courses:

  1. World Class Technologies for Manufacturing (WCTM)

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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