Continuing Education

Certified Estate Planning Assistant Program

Certified Estate Planning Assistant program

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Our members have indicated a strong need to support the ongoing training and professional development of their estate planning team. The result, the Certified Estate Planning Assistant program. WealthCounsel’s vision is that this program will help our members build successful practices and contribute to the development of a network of well-trained support professionals. 

Email listserv@wealthcounsel.com to sign up for the Team Listserv. 
 

Admission Requirements

You must have earned the equivalent of a high school diploma and possess a strong desire to work in the estate planning field. Complete the application form and return it to WealthCounsel.  Download application here. 
 

Program Costs

The first 20 hours of the program are available free online after the $100 member enrollment fee. The last 14 hours of the program will be available to members at $25 per course hour. Courses can be ordered online or with our printable order form.

Following the completion of the coursework, team members may obtain the Certified Estate Planning Assistant (CEPA) designation by completing a comprehensive test. Team members maintain their CEPA designation by completing 12 hours of approved continuing education and paying an administrative renewal fee every two years. More details are included in the CEPA Overview & Application document downloadable above.

Contact Us

General program questions should be directed to Monica Comfort 888-659-4069, ext. 823. You can also email her at registration@wealthcounsel.com.