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Potential CEPs


Potential CEPs

Since 1989, the Certified Equity Professional Institute has focused on the needs of the equity compensation industry. The CEPI provides the expertise required for designing, managing and administering equity compensation plans. The CEPI offers the only internationally recognized designation for equity compensation professionals. Combined with its relevant industry research, professional development opportunities and extensive networking connections, the CEPI is an essential resource for all equity compensation professionals.

Be part of the exciting world of equity compensation. CEPs have:

  • exCEPtional SKILLS

  • exCEPtional Knowledge

  • exCEPtional Training

Be exCEPtional!

The CEP designation demonstrates that you are an expert in the equity compensation field. It gives you, and your employer, confidence in your skills, abilities and knowledge.

Equity compensation is a non-cash compensation that represents a form of ownership interest in a company. Due to the complexity of implementing an equity compensation program, companies must plan and use proper legal, accounting, and tax advice and planning.

Equity compensation is headline news these days, with high-profile companies rethinking their employee ownership strategies. No matter which equity plans are selected - stock options, restricted stock grants, stock appreciation rights, employee stock purchase plans or performance arrangements - they are only as effective as the people who administer them and the processes by which they're administered.

Much of equity compensation covers activities that are performed by multiple individuals in various departments. With communication gaps almost inevitable, administrative tasks may be overlooked. Without a single point of contact to coordinate, communicate, and maintain internal controls, equity plan administration ends up being disorganized, and record keeping incomplete. Potentially serious consequences will result.

The CEP designee is an experienced stock plan professional who can serve as a liaison between all internal and external constituencies, with a complete understanding of the interrelated responsibilities of each.

Carole Payne, CEP
“The CEP certification has enhanced my performance and credibility at my company while giving me greater confidence in my abilities.”
  • the highest industry standard for knowledge in comprehensive equity compensation matters
  • an industry-recognized standard for job related knowledge
  • national recognition of professional achievement
  • the essential tool for maintaining high professional standards
  • commitment to a comprehensive understanding of equity compensation core disciplines
  • Issuers like Apple, Proctor & Gamble and Twitter
  • Law firms like Baker & McKenzie LLP and Perkins Coie LLP
  • Brokerage companies such as Fidelity, Bank of America, and UBS
  • Finance, Audit and Tax firms such as Deloitte, PwC, Ernst & Young
  • Service providers like Radford, an AON Hewitt Company and Equity Methods
  • Consulting firms like Moss Adams and Towers Watson
  • Industry associations like NASPP and GEO
  • And many others
  • Founded in 1989
  • Three exams required for certification: basic (Level I), intermediate (Level II), and advanced (Level III)
    • Level 1 and 2 have 110 multiple choice questions; Level 3 has 77 multiple choice questions.
    • Exam questions are based upon readings from self study curriculum
  • Curriculum covers Accounting, Corporate and Securities Law, Equity Plan Design, Analysis, and Administration, and Taxation
  • Participants benefit from greater opportunities for professional advancement and career growth
  • Self Study curriculum
  • Open book exam format
  • Exams offered twice a year (June and November)
  • Exam questions are based upon readings from self study curriculum

Why earn the CEP designation?

Because equity compensation is the center of the universe!


Open the door to a career with unlimited potential. Earn the CEP designation and see how exciting it is to be at the center of the universe!

2017 CEP Exam

Register Now!