National Institute for Excellence in Professional Education Site Map

Contact Us

• Link to Surgent McCoy CPE, LLC
• Link to State Societies
• Email Us

Program Guidelines

Certified Specialist in Estate Planning (CSEP) Program

• Core Courses
• Elective Courses

Certified Specialist in Retirement Planning (CSRP) Program

• Core Courses
• Elective Courses

Take an Exam

• CSEP Course Exams
• CSRP Course Exams

• Frequently Asked Questions
• Print Test Instructions

Live Seminar Schedule

• All courses
• All CSEP courses
• Specific course
• Specific state
• Date range
• Multiple criteria

Self-Study Ordering Information

Seminar Sponsors

Download Application Forms

• Application Form
• Ethics Worksheet
• Points Worksheet
• Related Experience Form
• Download Adobe Acrobat Reader

For Designation Holders

• Submit Continuing Education
• Continuation Requirements
• Post Your Contact Information
• CSEP Newsletter/Downloads

Designation Holders By State

• Certified Specialist in Estate Planning (CSEP)
• Certified Specialist in Retirement Planning (CSRP)