Schedule and Fees


Click here to download CPE Brochure pdf icon

Payment Options

1. Early Bird Rate discount has been extended:

  • $5,600 if you register and pay in full by August 18, 2017

2. Individual module price: $930 per module (modules 1-5) $1,225 (module 6) Practicum Review Fee: $225

Module One

  • Financial Planning - James F. Normandin & Juan Ros
  • For more details, click here

Module Two

  • Tax Planning - Donita Joseph
  • Marketing Planned Giving - Vincent J. Fraumeni
  • For more details, click here

Module Three

  • Estate Planning - Part I and II - Jessica Dorman-Davis & Reynolds T. Cafferata
  • For more details, click here

Module Four

  • Charitable Gifting Part One: Assets and Entities - Stephanie Buckley
  • Charitable Gifting Part Two: Other Deferred Gifting Techniques - Claudia B. Sangster & Steve Chidester
  • For more details, click here

Module Five

  • Charitable Gifting Methods: Charitable Remainder Trusts - Lynda L. Sands
  • International Gift Planning - TBA
  • For more details, click here

Module Six

  • Administration and Operation of Planned Giving Programs - Lynda L. Sands
  • Elder Care - John Lansing
  • For more details, click here

Practicum Evaluation

To earn your CSPGCM Designation, you must complete Modules One-Six and the Practicum