To Provide Meaningful - Practical - Hands On Due Diligence Training and Experience for Professionals Seeking To Advance In Their Estate Planning Career. 

Prepare Advisors and Equip Them For Public Seminar Presenting That Can Be Most Rewarding For The 
Community and The Advisor.

 Provide Basic - Intermediate - Advanced  Assessment Discipline Training To Raise The Standard of Estate Planning Practices - Utilizing Practical Steps in Education Material To Allow Opportunity for 
Experience and Build Confidence.

Make Available Training Towards Helping Advisors Better Protect Families and Businesses From Avoidable Losses - And Help Them Reduce Risks of E&O Law Suits from Dis-satisfied Heirs in the Future.

The CEPP Designation is your first step towards achieving estate planning excellence for you and your clients. CEPP is designed for Insurance Life/Health and Property/Casualty, Securities, Financial, Banking, Accounting, Legal and other Professionals that advise people on Legal and/or Financial matters. CEPP Professionals are dedicated to working with a team of Legal, Financial and Insurance Professionals.  CEPP Graduates strive towards raising the standards for disciplined and proper Legal & Financial - Insurance, Retirement, Long Term Care and Estate Planning assessments, counsel, practices and services. Discipline means using due diligence by always putting 
client's needs first and foremost. Estate Planning discipline also includes doing a thorough assessment to properly Identify and address asset exposures. To achieve protection solutions working with a team of Legal, Financial and other professional advisors.

1. To practice due diligence and build integrity, discipline, experience and confidence with specific estate planning steps and tools while preparing you for a very exciting and growing need with 
Seniors and their families.

2. For support with workshops, slides, and marketing tools so you can help raise awareness for the needs and concerns of families, seniors, and the growing elderly 
population in your community.

3. So you can build a reputation of raising the standards of proper Legal-financial Estate Planning Professional services and the importance of working with a team of professionals in the Senior needs, asset 
protection and  and Estate Planning arena.

4.  To better understand and educate your clients and the community about the benefits of early and preventive Estate Planning for business owners, 
Seniors and their families.

5. To be equipped to help raise awareness, the need and advantages of preventive and multi-generational  Estate Planning, rather than 11th hour crisis planning.

6. So you can build a reputation of helping families protect their quality of life, security and 
control over their destinies.

7. So you can learn strategies and solutions to better protect your clients assets, your own assets, your agency's assets, and /or your company now and 
later from devastating lawsuits. 

8. To understand steps towards minimizing and/ avoidance of Estate Planning errors and omissions complaints and law suits in the 21st Century.

9. To help you build and increase your time management and productivity in the Senior, Long Term Care and Estate Planning market for your increased rewards personally and for your agency and/or 
company today and tomorrow.

Dean of studies, Stephen J. Kaufmann, 
Virginia Attorney at Law, JD, MBA, CLU, ChFC, CPCU, FLMI, CEPP
Former Virginia Deputy Commissioner of Insurance

CEPP 1996 - 2003 Copyright EPI - CEPP Trademark 
Estate Planning Institute - All Rights Reserved

Estate Planning 

marketing Programs 

with Over 250 Estate 

Planning Slides 

to choose from

Workshop Planning

Assistance to suit your specific needs within your compliance requirements

Workshop 

Presentation 

Videos, and/or Speakers

CEPP TV and 
Radio 

Commercials designed to market your estate planning practice in your community

CEPP marketing Coaching with 
client building products and 
services available 
to CEPP Graduates