Self-study
CERTIFIED SPECIALIST IN ESTATE PLANNING® (CSEP) COURSES

Click the course acronym or title for a description of the course.

Core Courses:

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

1041

Fiduciary Income Tax Returns - Form 1041 Workshop

16

Taxes

GATE

A Complete Guide to the Administration of Trusts and Estates

10

Taxes

GIFT

Federal Estate and Gift Tax Returns -- Forms 706 and 709 Workshop

16

Taxes

MFEP

Mastering the Fundamentals of Estate Planning

10

Taxes

PMEP

Post-Mortem Estate Planning: Forms 706, 1041 & 1040

12

Taxes

TCTW

The Complete Trust Workshop

20

Taxes

Elective Courses:

ACRONYM

COURSE TITLE

CREDIT HOURS

FIELD OF STUDY

AP41

Advanced Form 1041 Practice Workshop

12

Taxes

BEUC

The Best Estate-Planning Update Course by Surgent McCoy

10

Taxes

EPBB

The Top 50 Bloopers and Blunders and How to Fix Them: Estate Planning and Administration

8

Taxes

EPVI

Advanced Estate-Planning and Valuation Issues for the Closely Held Business Owner

10

Taxes

ESLI

Estate and Business-Succession Planning Using Life Insurance

10

Taxes

SCEP

Selected Critical Issues for the Estate Planner

16

Taxes


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