Schedule and Fees


Click here to download CPE Brochure

Payment Options

Receive a $100 early bird discount off the pay in advance rate when you register between now and August 2, 2019. Payment of $5,500 must be paid in full by August 2, 2019.

1. Pay in advance discount:

  • $5,600 if you register and pay for all 6 modules up front

2. Individual module price for 2019-2020: $975 per module Practicum Review Fee: $250

Module One

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

Module Two

  • Tax Planning - Craig Wruck
  • Marketing Planned Giving - Cathy R. Sheffield
  • For more details, click here

Module Three

  • Estate Planning - Part I and II - Jerad Beltz & 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 - Jane Peebles
  • For more details, click here

Module Six

  • Administration and Operation of Planned Giving Programs - Philip M. Purcell
  • 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