Everyone Needs An Estate Plan

Earn Your CEP® Certification

Are you ready to add significant value to your practice? Earning the Certified Estate Planner™ (CEP®) certification demonstrates your commitment to a deep understanding of complex estate planning strategies, positioning you as a trusted advisor to those clients who are seeking to protect and transfer their wealth. The CEP® certification will not only boost your professional stature in a competitive market but will also instill a sense of confidence in your clients, who seek advisors with proven qualifications. Furthermore, it opens doors to a network of like-minded professionals, allowing for ongoing learning and collaboration in the ever-evolving field of estate planning. Overall, the CEP® is a valuable investment in client trust, credibility, and professional growth.

Find a NICEP Professional

Putting together a qualified and trustworthy team of professionals is vital to the creation and ongoing maintenance of a proper estate plan. It all starts with a contact. Don't hesitate to interview, ask for references, and check credentials. After all, they're going to work for you. Now is the time to start the process and this is a very good place to begin.

About the NICEP

Whether you are a professional person interested in obtaining the distinctive CEP® education and certification, or a consumer looking for guidance and support in estate planning, you have come to the right place.

The NICEP is one of our nation's foremost professional educational and support organizations in the area of estate planning. Our graduates include some of the most sophisticated and astute Financial Advisors, Attorneys, CPAs and other related professionals in the industry.

    • We work with qualified financial, legal, and tax professionals who understand the importance of estate planning.

    • We train them to work together as a team to bring to every client a custom tailored estate plan.

    • We stress that every estate plan should be designed to preserve, protect, and pass on that individual's estate to whom they want, when they want, and how they want.

    • We think each client should also enjoy the peace of mind that comes from knowing their estate will be managed during their lifetime as they have directed, should they ever become incapacitated.

    • We believe every American adult deserves an estate plan that allows these goals to be accomplished in the most efficient manner available under the law, and that minimizes costs both now and in the future.

"This course was an excellent way to prepare for the CEP® exam. The course was fast moving, and questions were answered directly. It greatly increased my knowledge on trusts and estate planning. I can't wait to use the concepts learned in my business.”

Jim D, Florida

FAQ

  • The NICEP prerequisite policy is that applicants for this course must hold a valid current license in either the financial, legal, or tax profession, or receive permission for enrollment based on some other relevant professional interest.

  • The CEP® enrollment fee is $1695 which includes the cost of the course, materials, exam. as well as the certification renewal fee for the use of the CEP® certification through to the anniversary of one’s award date. When an enrollment is discounted, payment of certification renewal fees may commence sooner.

  • While candidates have one year from their enrollment to complete the program, the average time spent in preparation for the proctored qualifying examination is 5-6 months.

Get In Touch

(765) 453-4300 | info@nicep.org