Download the Certified Succession Planner™ Program Guide
Get a detailed look at the CSP® curriculum, learning objectives, program format, time commitment, 26.5 CFP® CE hours, and the capabilities you’ll develop to guide broader succession planning engagements.
Complete the form to access the program guide.
Know What the CSP® Program Covers
Prospective participants often want to review the curriculum and learning objectives before deciding whether the designation fits their practice. The CSP® Program Guide brings those details together in one place.
See the Complete Learning Path
Review all 12 modules, from defining succession success through the personal, financial, business, management, leadership, successor, and family issues that influence a transition. You’ll also see the practical capabilities participants are expected to develop.
Understand What Earning the Designation Involves
Find the program format, expected time commitment, online certification exam details, CFP® continuing education information, and ongoing designation requirements.
Prepare to Guide the Connected Decisions Behind Succession
An owner may begin with a question about retirement income, an estate document, or transferring ownership. Leadership readiness, business performance, family expectations, and the owner’s personal financial independence may ultimately determine whether the recommendation will work.
Built around the Succession Matrix®, the CSP® program helps advisors recognize these interdependencies before plans move forward. Participants learn to identify planning gaps, coordinate the appropriate professional expertise, and help owners consider how one decision may affect the rest of the succession plan.
This perspective can help you take a more active role in succession planning engagements while respecting the specialized knowledge each professional brings to the client’s planning team.
The CSP® Program at a Glance
12
SELF-PACED MODULES
26.5
CFP® CE
HOURS
1
SELF-ADMINISTERED CERTIFICATION EXAM
INCLUDED WITH ACTIVE ISPA MEMBERSHIP
Is the CSP® Right for Your Practice?
Download the guide to review the program in detail and see how the curriculum aligns with the clients you serve, your advisory role, and the succession planning work you want to lead.