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Home > Financial Advisor's Designations > Chartered Estate Planning Practitioner (CEPP)

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

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