Please read, print and fax with your
credit card enrollment information to: 703 995 0320
I have reviewed and agree to abide by the laws of the state of my professional license and the Code of Professional Ethics adopted by the national professional organization of my profession and the state organization's Code of Professional Ethics and also the Code of Professional Ethics of the Estate Planning Institute. See for a list of some organizations @ http://www.agent-central.com/ls/assoc.htm. I pledge to support, cooperate, and assist my fellow CEPP®-EPI members with honor, integrity, teamwork and due diligence. I understand that I do not practice law, nor provide any legal, financial or insurance advice unless I am licensed to do so. I understand that each state has different compliance regulations regarding the use of printed materials, advertising, licensing and use of professional designations and it is my responsibility to inquire with the regulatory agency for my state so that I am in compliance.
I understand that CEPP® is not a designation to certify any expertise in estate planning. CEPP® designation represents a practitioner of estate planning that has completed the CEPP training program and is a practitioner committed towards regular continuing education in the industry; and a CEPP Graduate does not practice estate planning alone, but with a team of professionals. CEPP® professionals are committed to continued estate planning education as a requirement – humbly respecting the discipline of proper and essential steps of doing complete asset protection and estate planning assessments - working with a team of legal, financial and insurance professionals.
I am committed to working with a team of professionals, dedicated to protecting assets one family at a time. I will strive to obtain estate planning awareness and educational programs in my community and to assist other CEPP-EPI members to do the same. I dedicate my practice to help raise awareness for the care of the elderly and to bring families together to care for each other with multi-generational estate planning.
that no legal services are provided for members or their clients. I
that no legal services are offered or rendered through the Estate
Institute and that no memberships are transferable or re-salable to any
other individual, firm or entity. I understand that (1) all educational
material provided in the CEPP®program is the
of EPI and is intended solely for the educational purposes of the CEPP®
of this material may be modified or duplicated other than
for student CEPP® educational
purposes, edited or shall it be
to any other person without the written permission of EPI; (2) all
is nonrefundable; (3) any disputes involving legal action shall be
according to Virginia law and in the state of Virginia; (4) EPI may
and/or modify any part of the CEPP® program including
prior notice; (5) a professional designation such as CEPP® represents
completion of the education program only and that CEPP® only has the
competence, professional image and confidence to the public that the CEPP®
graduates represent to peers, clients and the general public; (6) that
there is no procedure in most states for approving or certifying
education organizations. (7) that EPI assumes no responsibility of any
actions of CEPP® graduates.
I have read, understood and agree to the above terms for review and/or enrollment for the CEPP® professional designation program of The Estate Planning Institute. I understand that any unethical or illegal actions by me as perceived by the Estate Planning Institute could terminate my CEPP-EPI membership and designation with the Estate Planning Institute. I understand that any breach of protecting the Ways and Means of delivering the CEPP program to others is also a breach of this agreement, except to others that are enrolled and members of the Estate Planning Institute and LIFE PLanners Association TM.
Payment Option: 1 _____
Credit Card Information:
Print Name: _________________________ Signature: __________________________ Date _________
Address: ______________________ City ______ ______ State ________ Zip
<> Witness: ___________________________ Print Name: _________________________ Date _________>
This form must be printed and faxed to have your signature on file with the witness.