Description: National Institute for Excellence in Professional Education: designations for financial professionals - Certified Specialist in Estate Planning CSEP; Certified Specialist in Retirement Planning CSRP - Live seminars or self-study courses that qualify for continuing education for CPAs, CFPs, CLUs, and ChFCs
cpa (5427) estate planning (1997) retirement planning (1178) cpe (205) designation (30) csep (7) csrp (3) certified specialist in estate planning (2) certified specialist in retirement planning (2) professional designation (2)
In the complicated fields of estate and retirement planning, clients need the guidance of a qualified specialist to lead them through a tangle of complex regulations and analyze and implement valuable planning strategies. Since 1999, two professional designations have given financial professionals the tools and practical knowledge they need to be leaders in these fields, and helped their clients to maximize their financial potential:
CSEP and CSRP designation holders have met stringent requirements for attaining and holding these designations. These requirements include the completion of a curriculum of core and elective courses, attainment of a passing grade on a rigorous exam for each course, meeting requirements of education and experience, and adhering to a code of ethics. After completing a program, designation holders are required to meet annual continuing education requirements.
New renewal requirements for the CSEP/CSRP designation programs, effective as of December 2016: