Earn a professional designation in estate planning, retirement planning, or management consulting

Program GuidelinesTake an ExamLive Seminar ScheduleSelf-Study Ordering InfoSeminar SponsorsDownload Application FormsFor Designation HoldersDesignation Holders by StateContact UsNational Institute for Professional Education


FEES FOR THE CSEP AND CSRP DESIGNATION PROGRAMS


Application Fee : must be paid by all candidates upon entering a program

  • Regular fee -- $350 per applicant, per program
  • Discounted fee -- $300 per applicant, per program. Available to applicants who have purchased or are planning to purchase the full CSEP or CSRP package of self-study courses. To obtain the discount, program application and purchase of self-study materials must take place within thirty days of each other, in any order.

Course Fees : for each designation candidate, all courses must either be purchased in a self-study format or taken in a live seminar format. Total course fees vary greatly depending on the method of purchase chosen by each candidate. The options for purchase are outlined below:


CSEP or CSRP Self-Study Package (best value)

Includes : all core courses and two electives for either of the programs. Also includes a CPE exam (for CPE credit for CPAs) for each course. Elective courses must be chosen at the time of purchase.

Deadline : 18 months from date of purchase for completion of all designation exams and CPE exams (if needed).

Price : $479 for online download format; $499 for CD-ROM + online download. Optional textbooks: $15 each with purchase of a package.

How to order : Click here to order the CSEP package. Click here to order the CSRP package. Or, call (610) 688-4574.

Individual Self-Study Courses

Include : any of the courses in either program in online download, textbook, or CD-ROM format. Also includes a CPE exam (for CPE credit for CPAs).

Deadline : one year from date of purchase for completion of designation exam and CPE exam (if needed).

Price : varies per course and format:

How to order : Click here to order CSEP courses. Click here to order CSRP courses.


CSEP Core Courses

CSEP Elective Courses


CSRP Core Courses

CSRP Elective Courses


Re-Test Fees:There is no fee for the first attempt at any exam in the CSEP or CSRP designation program. However, if the required score of 70% is not attained on any test, a new serial number must be obtained and a new test taken. The fee for any re-test is $30.

Renewal Fee: Once a designation has been attained, it must be renewed each year, with payment due by January 31 (continuing education must be submitted every two years). The renewal fee is $75.00 per year for each designation held.

top


site map

Certified Specialist in Estate Planning | Certified Specialist in Retirement Planning

Program Guidelines | Take an Exam | Live Seminar Schedule | Self-Study Order Info | Seminar Sponsors
Download Application Forms | For Designation Holders | Designation Holders by State | Contact Us | Home

National Institute for Excellence in Professional Education (NIEPE)
237 Lancaster Avenue
Suite 7500
Devon, PA 19333
(610) 688-4574