5 дней назад · Certified specialist in estate planning (CSEP) is a financial advisor certification that helps advisors become experts in estate planning.

Certified Specialist in Estate Planning (CSEP) ; Completion of six core and two elective courses · Online, timed exam for each course · 16 hours every two years.

To advance a reliable national certification of an enhanced level of competency in estate planning for consumers, lawyers, and referral sou rces.

Completion of 8 hours of continuing education in estate or retirement planning every calendar year is mandatory; however, reporting is no longer required.

California Estate Planning Attorney explains why you need a Certified Specialist in Estate Planning, Trust, and Probate Law.

Earning an estate planning certification typically requires training courses in ethics, financial planning, tax law, compliance, and the regulatory environment.

John L. Wong is a Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Specialization.

Certified Estate and Trust Specialist (CES) ; Self-study course, including written case study · Online, proctored, closed-book exams · 30 hours every two years.

As a certified specialist in estate planning, trust and probate law, Del is required to take many additional hours per year in this area of expertise.

An attorney who is committed through certification to maintaining proficiency in estate planning, trust, and probate law through continual practice and ...