Affiliate Platform
- How can I see how much credits / wills do I have as a CEP?
- [OLD CREDIT SYSTEM] How do I check if I have hit the 5 credits waiver requirement?
- Why am I still a "Certified Estate Planner (Pending)" even though I have completed the course?
- Is it mandatory to use "Get Consent & Prep"? Can I just jump straight into the Will drafting process for my clients?
- [OLD CREDIT SYSTEM] How does the 5 credit waiver work and how do I know if I have achieved it?
- How do I update my bank / PayNow details for the transferring of Introduction Fees?
- How do I upgrade from a Member account to a Certified Estate Planner account?
- Assets not listed under "Summary of Gifts" in Snapshot
- What does the "Delink Will" button do?
- How do I buy name cards?
- How do I add my Certified Estate Planner (CEP) certification to my LinkedIn profile?