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

To enroll in a National Institute designation program, it is necessary to first submit an application form, which can be downloaded from this screen. To submit the form, please either mail or fax using the contact information on the form. Please note that you may attend one or more seminars or purchase self-study courses without first being enrolled; however, no testing may be taken before application has taken place.

The points worksheet/related experience form and ethics statement may be submitted at the time of application or at any time before the designation program is completed. All enrollees must fill out the points worksheet and ethics statement; however, the related experience form need only be filled out if the points requirement cannot be met another way. All of these forms may also be downloaded from this screen.

If you have any questions about these forms, please call (610) 688-4574 or email info@niepe.org.

Application Form
Ethics Statement
Points Worksheet
Related Experience Form

 

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Certified Specialist in Estate Planning | Certified Specialist in Retirement Planning

Program Guidelines | Take an Exam | Live Seminar Schedule | Self-Study Order Info | Seminar Sponsors
Download Application Forms | For Designation Holders | Designation Holders by State | Contact Us | Home

National Institute for Excellence in Professional Education (NIEPE)
237 Lancaster Avenue
Suite 7500
Devon, PA 19333
(610) 688-4574