The Estate Planning Institute (EPI) is a B2B organization dedicated to equipping financial professionals with the knowledge and tools necessary to integrate estate planning into their services. Its mission is to help advisors provide more comprehensive and holistic planning for their clients. EPI offers various educational programs, including the Certified Estate Planner™ (CEP®) designation, along with ongoing support, software tools, and marketing resources for its members. The company focuses on practical, applicable training rather than just theoretical knowledge.

Founded in

United States