Chartered Estate Planning Practitioner (CEPP) The CEPP curriculum now includes provisions from the SECURE 2.0 Act, reflecting how tax law shifts reshape estate planning strategies. Practitioners must navigate updated beneficiary designation rules, expanded retirement account transfer options, and revised charitable giving mechanics. These changes directly influence client outcomes across trust structures and wealth transfer approaches.
| Exam Name | Chartered Estate Planning Practitioner |
| Exam Code | CEPP |
| Format | PDF & Practice Test Engine |
| Target Year | 2026 Updated |
| Features | 100% Verified Q&As |
