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

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The estate planning field continues to grow at an amazing pace. 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 capatalize on the growth and expansion 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. 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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Core:
Electives (select two):


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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