CEPP is designed for financial, insurance, securities, banking, accounting, employee benefit and other professional advisors that work with families, individuals, groups and Seniors on matters of Asset Protection, Retirement, Long Term Care, Financial, Income and Estate Planning Issues. CEPP is not a designation that certifies you as an estate planning expert. It is only a designation that shows you are a student of estate planning disciplines and process and that you are committed towards continuing education in the industry. It represents that you do not work alone, but with a team of legal and financial professionals. CEPP professionals are committed to education as humble students respecting the seriousness of the industry and honoring the discipline of proper and essential steps of doing complete asset protection and estate planning assessments working with a team of professionals.
CEPP will help towards providing you with discipline and practical experience as you complete the steps of doing your own estate planning to prepare to meet with an attorney. Experience is an important step when you're going to be offering asset protection and estate planning assessment services to the public. Also as importantly CEPP Program helps you market, build and protect your practice while you strive foremost to protect your clients assets and help reduce or avoid E&O Claims.
CEPP Graduates pride themselves in striving to seek continuing education and to help educate other Professionals and the Public on matters of Retirement-Long Term Care - Estate Planning, caring for the elderly and providing multi-generational estate planning to protect America's assets one family at a time!
CEPP GRADUATES Enjoy Greater
Gain Success Confidence,
Enroll Yourself, Your Agency,
The Ultimate Online Learning Experience
CEPP is especially designed to provide you with practical experience in approaching an estate planning case by conducting a more thorough and proper asset protection and estate planning assessment. Then, working with a team of professionals provide solutions to complete in a timely manner a comprehensive and essential asset protection and estate plan that suits the need of the client and family. CEPP also helps you market, build and protect your practice and reduce or avoid E&O claims. Segment One Includes doing your own estate planning assessment - preparing you to have legal documents prepared by an estate planning attorney.
Each segment is designed to complete in a weekend
or at your own pace. Each course is downloaded from your computer
and you can print or read online. When you are ready - you with a
proctor take the exam online - closed book. You have 2 hours for
each multiple-choice exam. Segment one and two have 100 questions. Segment
three has 50 questions. When you've completed all three exams with all
requirements being met - you will receive your CEPP designation and certificate
within 30 days in the mail. (Classroom program with instructor for groups
of 12 or more may be available upon request - fee based).
Your CEPP-EPI Oath with 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 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 advice unless I am licensed to do so.
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