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

Contact Information

To ask general questions about National Institute designation programs, please email info@niepe.org.

To request an application form, please email application@niepe.org. Applications may be sent by email, fax, or regular mail.

For questions about testing, please email exam@niepe.org .

The National Institute may also be contacted by phone at (610) 688-4574, fax (610) 688-3395 or regular mail:

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

To request a Surgent McCoy Self-Study CPE, LLC self-study catalog, ask about a self-study course, or to receive live seminar scheduling information, please email info@cpenow.com. Scheduling and registration information for live seminars may also be obtained through your state society of CPAs. For Maryland seminar information, please click here.


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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