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Chartered Estate Planning Practitioner (CEPP)


Summary:

Holders of this designation are trained to work with legal, financial and insurance professionals in order to fully address the estate planning needs of a client. Candidates must first hold a professional license (e.g. insurance, securities), then complete a three segment course and the accompanying exams. Continued education is also required.

Issuing Organization:

Estate Planning Institute

Website:

www.cepp-epi.com



Please select another Financial Advisor Designation below to view details:

Accredited Asset Management Specialist (AAMS)
Accredited Business Accountant (ABA)
Accredited Buyer Representative (ABR)
Accredited Buyer Representative Manager (ABRM)
Accredited Estate Planner (AEP)
Accredited Farm Manager (AFM)
Accredited Financial Counselor (AFC)
Accredited Land Consultant (ALC)
Accredited Management Organization (AMO)
Accredited Residential Manager (ARM)
Accredited Rural Appraiser (ARP)
Accredited Senior Appraiser (ASA)
Accredited Tax Advisor (ATA)
Accredited Tax Preparer (ATP)
Accredited Wealth Management Advisor (AWMA)
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Associate of the Conference of Consulting Actuaries (ACA)
Associate of the Society of Actuaries (ASA)
Board Certified in Estate Planning (BCE)
Board Certified in Insurance (BCI)
Board Certified in Mutual Funds (BCMF)
Board Certified in Securities (BCS)
Certified Annuity Advisor (CAA)
Certified Annuity Consultant (CAC)
Certified Annuity Specialist (CAS)
Certified Asset Protection Planner (CAPP)
Certified Buyer Representative (CBR)
Certified College Planning Specialist (CCPS)
Certified Commercial Investment Member (CCIM)
Certified Divorce Financial Analyst (CDFA)
Certified Divorce Planner (CDP)
Certified Employee Benefit Specialist (CEBS)
Certified Estate Advisor (CEA)
Certified Estate Planner (CEP)
Certified Federal Employee Benefits Specialist (CFEBS)
Certified Financial Planner (CFP)
Certified Financial Services Security Professional (CFSSP)
Certified Fund Specialist (CFS)
Certified IRA Services Professional (CISP)
Certified International Property Specialist (CIPS)
Certified Investment Management Analyst (CIMA)
Certified Investment Management Consultant (CIMC)
Certified Investment Specialist (CIS)
Certified Management Accountant (CMA)
Certified Manager of Community Associations (CMCA)
Certified Pension Consultant (CPC)
Certified Philanthropic Development (CPhD)
Certified Property Manager (CPM)
Certified Public Accountant (CPA)
Certified Real Estate Appraiser (CREA)
Certified Real Estate Brokerage Manager (CRB)
Certified Regulatory Compliance Manager (CRCM)
Certified Retirement Administrator (CRA)
Certified Retirement Counselor (CRC)
Certified Retirement Financial Advisor (CRFA)
Certified Retirement Services Professional (CRSP)