NICEP - CEP Professional Training Program

 



As the current president of the Seminal Financial Group, Inc., Sue Ann Ma provides certified estate planning services for companies and individuals. Sue Ann Ma holds certificates as a Certified Public Accountant (CPA) and a Master Certified Estate Planner (MCEP), working for more than 20 years in the financial services industry. She has also been named as a Super Banker in 1986 by Texas Commerce Bank as well as being a recipient of the Circle of Excellence Award in 1995 by Chase Bank.

The National Institute of Certified Estate Planners (NICEP) has created the CEP Professional training program to help those in the financial services industry who would like to become certified estate planners. The CEP Professional training program includes topics such as defining estate planning, planning for death, estate planning documents, and advanced medical directives. Classes are conducted online for the students convenience, providing a more flexible schedule for completing the course.