Certified Estate Planning Assistant Program
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Email firstname.lastname@example.org to sign up for the Team Listserv.
Admission RequirementsYou 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 CostsThe 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.