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

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 McCoy CPE

10

Taxes

EPBB

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

10

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