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Continuing Professional Education (CPE) Requirement     

Ten (10) hours per year of Continuing Professional Education (CPE) is required for Certified Specialists in Planned Giving (CSPG^CM) designation holders, to maintain their CSPG^CM professional designation in an active and current status. CPE can be obtained through attendance at your local planned giving roundtable or council, regional and national planned giving conferences, and other relevant seminars, workshops, or training sessions.

The CPE requirement begins the year after the program is completed.  If the program is completed in 2023, 10 CPE hours would be required in 2024.

CPE hours can be forward it to:

Bridgette Pruitt
American Institute for Philanthropic Studies
ºÚÁÏÍø Research Foundation
6300 State University Dr. Suite 332
Long Beach, CA 90815
Phone: 562.985.8466
Fax: 562.985.7951
Email: b.pruitt@csulb.edu

A certificate will be awarded at the conclusion of each year to document completion of the Continuing Professional Education requirement.

Interested in Obtaining the Accredited Estate Planner Designation?

Did you know the CSPG course is an approved gateway credential for the Accredited Estate Planner (AEP) Designation Program. The CSPG designation is one of the 12 approved credentials an applicant must have to apply for the NAEPC AEP® designation.