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

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SUBMIT CONTINUING EDUCATION

All CSEP and CSRP designation holders are required to report 16 hours of continuing education by December 31 of every second year. A reporting form is mailed to all designation holders 60 days prior to their deadline; designation holders may either submit that form or fill out the online form on this page. All items on the reporting form must be completed, but proof of course completion need not be included unless requested by the National Institute.

Please contact the National Institute with any questions regarding reporting deadlines or course completion: (610) 688-4574 or email info@niepe.org.


If you do not wish to submit online and do not have a hard copy of the reporting form, click here to print the form.

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To print this form, your printer must be set to Landscape orientation. When Acrobat Reader displays the form, select Page Setup from the File menu. Under the Orientation heading (lower left), click Landscape. Then, print the document.

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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