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CELP® for CPAs
Be the advisor families turn to when it matters most.
CPAs are trusted — but end-of-life financial complexity extends well beyond tax filing. CELP® equips you to coordinate the full financial picture: estate assets, survivor income, benefit elections, and legacy planning. Clients who work with a CPA who holds CELP® rarely need to engage a separate estate coordinator.
WHY CELP® FITS YOUR PRACTICE
What CELP® Changes for CPAs
- Coordinate the full financial picture: estate assets, survivor income, benefit elections, and legacy planning.
- Serve as the single trusted advisor families no longer need to assemble from multiple sources.
- Add end-of-life planning to your existing tax and accounting relationships — a natural extension of trust.
- Differentiate your firm with the only credential built for cross-discipline financial coordination at end of life.
$80T+Great wealth transfer underway — and most families have no coordinator
11,000+Americans reach 65 every day, all needing end-of-life planning
70%Of families leave financial disorder at death — CELP® solves this
Ready to earn the CELP® credential?
One enrollment. Complete preparation. Everything you need to serve families through the most complex financial transition of their lives.
Questions? Contact us — we're happy to help you choose the right path.