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CEPP Designation Program

Estate Planning Institute CEPP®
Memorandum of Understanding and Agreement Terms for
CEPP® Study Program Designation Enrollment

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Please read, print and fax with your
credit card enrollment information to: 703 995 0320

Please read, print and fax with your

credit card enrollment information to: 703 995 0320

Memorandum of Understanding and Agreement Terms for
CEPP® and LIFE Planners Advocate Study Program Designation Enrollment

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 @ 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.

I understand that no legal services are provided for members or their clients. I understand that no legal services are offered or rendered through the Estate Planning 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 confidential proprietary property of EPI and is intended solely for the educational purposes of the CEPP®  student. None of this material may be modified or duplicated other than for student CEPP® educational purposes, edited or shall it be distributed to any other person without the written permission of EPI; (2) all tuition is nonrefundable; (3) any disputes involving legal action shall be construed according to Virginia law and in the state of Virginia; (4) EPI may change and/or modify any part of the CEPP® program including designation(s) without prior notice; (5) a professional designation such as CEPP® represents the completion of the education program only and that CEPP® only has the integrity, 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 professional education organizations. (7) that EPI assumes no responsibility of any actions of  CEPP® graduates.

I understand that I will protect and not utilize any materials or online delivery system of this study program to compete with the Estate Planning Institute.  I will not assist any other entity to view, utilize or compete in any way by sharing my experience and knowledge against the Estate Planning Institute. I will only use and share what is permitted in writing by the Estate Planning Institute what I learn from how this program and how it is delivered.

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   _____    $950

Credit Card Information:
Type of Credit Card: _______
Credit Card Number __________________________   Security Code on Back of Card _____
Billing Credit Card Address: ___________________________
Please debit my credit card for the above amount I have checked.

    Print Name: _________________________ Signature: __________________________ Date _________

    Address: ______________________ City ______ ______ State ________ Zip ____ Phone:  ____________<>

<>    Witness: ___________________________ Print Name: _________________________ Date _________


This form must be printed and faxed to have your signature on file with the witness.

For your convenience and faster processing
You may submit using the submit button at bottom of this page -
and phone in your credit card info @ 800 231 6890
Please forward your printed signed copy along with a copy of your professional license,
business card and photo ID with this signed agreement to:
I agree to the above terms and will fax or mail the above
703 995 0320 or mail to EPI Enrollment P O Box 669 - Luray, VA  22835
Upon receipt of your agreement and when we complete your credit card transaction
we will be contacting you with your user name and password to start your online studies.
We look forward to getting you started within the next 24 hours.

Thank You,
EPI Staff

Online Application