Requirements of the Master Certified Estate Planner Credential


Master Certified Estate Planner pic

Master Certified Estate Planner

Sue Ann Ma is an experienced finance and accounting professional who serves as president of Seminal Financial Group in Texas. A graduate of Lamar University, Sue Ann Ma holds several certifications including Certified Public Accountant (CPA) and a Master Certified Estate Planner (MCEP) credentials.

A professional membership organization that represents the estate planning profession, the National Institute of Certified Estate Planners (NICEP) administers the MCEP and CEP certifications. To earn the credential, candidates must qualify by first holding a professional license in a financial, legal, or tax field prior to enrolling in the course. The educational component of the certification consists of a series of eight online self-study modules. In addition, candidates must participate in 16 hours of interactive discussion that covers the educational material.

The NICEP recommends candidates spend five to six months of preparation time prior to taking the final certification exam. Following the exam, which is a proctored test, candidates must complete eight hours of continuing education requirements every two years to maintain the MCEP certification. For additional information on the certification, visit