Schedule and Fees


Click here to download CPE Brochure pdf icon

Payment Options

1. Early Bird Rates:

  • $5,500 if you register and pay in full by July 11, 2014
  • $5,600 if you register and pay in full by August 08, 2014
  • $5,875 if you register and pay in full by August 29, 2014

2. Pay per individual module:

  • Module 1,2,3,5,and 6 - $930 each
  • Module 4 - $1,225
  • Practicum - $225

Module One

  • Financial Planning - James F. Normandin & Daniel E. Parr
  • For more details, click here

Module Two

  • Tax Planning - Bill Hranchak
  • 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 - Jason Whiting
  • 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 - Jane Peebles
  • For more details, click here

Module Six

  • Administration and Operation of Planned Giving Programs - Charles J. McLucas, Jr
  • 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