Where Can I Find a Certified Estate Planner Course Online?

If you're a working professional interested in pursuing estate planner certification, an online course may provide you with the knowledge you're seeking in a convenient manner. Read below for details regarding some of the online certified estate planner courses available. Schools offering Chartered Financial Analyst (CFA) degrees can also be found in these popular choices.

Estate Planners

Estate planners utilize a combination of legal and financial knowledge to aid people in the disposal of their estates. Individuals in this field are typically working professionals, such as lawyers or financial advisers, who serve a valuable purpose in the allocation of assets. Using a wide range of complex legal and financial mechanisms, estate planners attempt to lessen the tax liability of an estate while following the specifications of the estate owner.

Important Facts About Estate Planner Certification

Prerequisites Degree in related field with minimum GPA, GMAT test scores, and professional work experience
Programs Matriculated and non-matriculated options are available
Possible Careers Enhance analyst, financial adviser, portfolio manager, and investment advisor careers
Continuing Education CLE and CPE credit to certificate holders is available

Online Certification Options

Because estate planners' services are in great demand, a number of certifications are available. To be eligible for certification, you must hold an advanced degree in a related field or have relevant work experience. In some cases, both of these are required. An online certification course will allow you to work at your own pace and to complete the coursework and final exams from home. Below are a few of the online estate planning certification programs available.

NICEP Certified Estate Planner

The National Institute of Certified Estate Planners (NICEP) is dedicated to educating professionals in the subject of estate planning. Upon completion of the necessary coursework and testing, the NICEP will issue the Certified Estate Planner (CEP) designation. You'll need to pass examinations for various courses, including:

  • The Basics of Estate Planning
  • Client Decision for Wills or Trusts
  • Types of Wills & Revocable Living Trusts
  • Elements of a Good Will & Living Trust

Students must pass each course examination with a score of at least 70%. The NICEP offers a CEP training program that is available entirely online. A Master Certified Estate Planner (MCEP) designation is also offered by the NICEP.

NIEPE Certified Specialist in Estate Planning

The National Institute for Excellence in Professional Education (NIEPE) presents a certification course that can be completed entirely online. You'll need to complete six core courses on topics including tax returns and estate planning fundamentals. You'll also be required to choose two elective courses. Each course has a corresponding timed exam which must be passed to gain certification. If you complete the program successfully, you'll earn the Certified Specialist in Estate Planning (CSEP) designation.

To continue researching, browse degree options below for course curriculum, prerequisites and financial aid information. Or, learn more about the subject by reading the related articles below:

  • 1. Degree Options:
The schools in the listing below are not free and may include sponsored content but are popular choices among our users. Tuition and costs will vary across programs and locations. Be sure to always request tuition information before starting a program.

Popular Schools

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