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

NOTE TO ENROLLEES:
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Click a course title to take the final exam. Then enter your authorization code.

Core

  A Complete Guide to the Administration of Trusts and Estates (GATE)
  Mastering the Fundamentals of Estate Planning (MFEP)
  Federal Estate and Gift Tax Returns - Forms 706 and 709 Workshop (GIFT)
  Fiduciary Income Tax Return - Form 1041 Workshop (1041)
  The Complete Trust Workshop (TCTW)
 

Elective

  Advanced Estate Planning and Valuation Issues for the Closely Held Business Owner (EPVI)
  Advanced Form 1041 Practice Workshop (AP41)
  Best Estate Planning Update Course (BEUC)
 
 
 

 

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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