CSEP® - Certified Specialist in Estate Planning

The Certified Specialist in Estate Planning® (CSEP®) program consists of a curriculum of core and elective courses specifically designed to enhance and expand practical knowledge. Candidates must complete six courses, as well as two electives, and pass a related exam for each. The courses offered in the CSEP® program vary in level of knowledge from basic to advanced. CSEPs are required to take continuing education courses to maintain their certification.
 
 

D3 Team Member with the CSEP® Designation

Donald Duncan

CFA®, CFP®, CPA/PFS, CSEP®, MBA