Resources and Links

Course reviews and continuing education opportunities are often offered by industry organizations such as those listed below.

Although the CEP Institute makes this information available to candidates, we do not endorse educational programs. The candidate must determine whether the program is suitable for his/her needs.

Because educational offerings are so varied, consider asking the following questions when evaluating a program:

• What educational level is the curriculum (beginning, intermediate, advanced)?
• How long does it take to complete the curriculum?
• How much does the program cost? Does that amount include books, tests and other fees?
• How are the courses scheduled? How often are courses offered?
• Is the education program offered online or is it paper-based?
• What are the credentials of the faculty?
• Overall, how will this program prepare me to obtain the certified equity professional designation?
• What is the pass rate of previous program participants?

Educational Service Providers: if you have a course geared to any of the three levels of the CEP Institute program, or our continuing education requirement, please contact cepi@scu.edu to be listed on this site.

Please note that all sample exams and sample questions are developed independently by the individual educational service providers, not the CEPI. The CEPI does not release sample questions or sample exams.

Exam Preparation Course Providers

FRS (FatRabbit Services) Equity Strategies - CEP Sample Exams, CEP Exam Prep Teleconference Classes, Exam Prep Webinars, and Boot Camp Seminars
National Association of Stock Plan Professionals (NASPP)
National Center for Employee Ownership (CEP Exam Prep Course, Sample Questions, Preparation Webinars, and Quick Reference Guides)

Education Service Providers

Executive Development Center - Santa Clara University
FRS (FatRabbit Services) Equity Strategies
Global Equity Organization (GEO) and GEO Web Seminars
Linklater's LLC [International Issues] (ICSA Certificate in Employee Share Plans)
My Equity Comp
National Association of Stock Plan Professionals (NASPP)
National Center for Employee Ownership
Romeo & Dye's Section16.net
Stock & Options Solutions, Inc. (SOS)
Transcentive

Industry Resources

Benefits Link (Internal Revenue Code Sections Affecting Employee Benefit Plans)
FASB Statements (Full Text, Summaries and Status)
Federal Reserve Board Regulations
U.S. Securities and Exchange Commission (Forms and Associated Regulations)
University of Cincinnati College of Law—Securities Lawyer's Deskbook