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

Ordering Information | Individual Courses | Designation Packages
Quality Guarantee
| Contact Info

Placing an Order

You may order any of our self-study courses online at this web site or at www.cpenow.com or call (610) 688-4574. Please be prepared to use Visa, MasterCard, Discover, or American Express.


Ordering Individual Courses

Click on a course title for more information.

Certified Specialist in Estate Planning® (CSEP)

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Certified Specialist in Retirement Planning® (CSRP)

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Designation Packages

One serial number provides you with access to 6 core courses and 2 electives for the Certified Specialist in Estate Planning or 5 core courses and two electives for the Certified Specialist in Retirement Planning. Choose from an online download format or a CD-ROM + download format. Plus, enroll in a designation program within 30 days of purchasing the related designation package and receive $50.00 off your enrollment fee!

Single-user site license fee:

$479 for online download
$499 for CD-ROM + download

Each printed text manual:

$15 per text manual*

Shipping and handling:

FREE

* Text manuals may be purchased at this low price when bought in combination with the related course in the CSEP or CSRP package. Price applies only at the time of purchase of the package. Top


Quality Guarantee

If you are not completely satisfied with any self-study product, you may return it to us within 30 days for a full refund or credit of the product price. The item must be in saleable condition. Shipping and handling charges are non-refundable. Top


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. Or you can download an application from here.

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

The National Institute may also be contacted by phone at (610) 688-4574 or fax (610) 688-3395.

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

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