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June 2018 CEP Exam Registration Deadline is Quickly Approaching
June 9, 2018

Do you plan to take the June 2018 CEP exam? Registration closes on April 27. For more information on the CEP Designation, or to register for the exam, please visit our website today. Don’t miss your opportunity to test in June. The next exam date is November 3, 2018.

14th Annual CEP Symposium was a big success

Thank you to all of the sponsors, speakers and attendees who helped to make the 2018 Symposium the best ever! Over 430 attendees enjoyed a great day of educational sessions, sponsor exhibits and networking on a beautiful spring day at the SCU campus. A big thank you to the sponsors who make this event affordable for all attendees:

Bank of America Merrill Lynch     
Charles Schwab
Morgan Stanley

Group 5

Baker McKenzie
Equity Methods
Stock & Option Solutions     
TD Ameritrade



If you missed the Symposium and would like to see the presentations, please visit our website.

Volunteer Excellence

The CEP Institute would not exist without the hard work and dedication of our amazing volunteers. Recipients of the Volunteer Excellence Award are selected each year based on the quality and amount of service they have provided to the CEP Institute, as well as their enthusiasm and support for the program. The 2018 award recipients were announced at the March Symposium. Congratulations to all of the recipients, and thank you once again for your support!

Jennifer Baehr, CEP Barbara Baksa, CEP Tami Bohm, CEP 
Susan Boyd, CEP Carman Callahan, CEP   Jessica Carbudillo, CEP  
Harrison Celone, CEP   Nancy Dartez, CEP Ruth Doyle, CEP 
Susan Friedgen, CEP  Andrew Hardie, CEP  Helen Hauge, CEP
Stacy Hisman, CEP  Rose Hoffman, CEP  Sorrell Johnson, CEP 
Andrea Kagan, CEP Dan Kapinos, CEP  Malinda McDonald, CEP  
Julie Morton, CEP  Benjamin Needham, CEP  Madori Playford, CEP 
Rachel Southorn, CEP    Steve Tamsula, CEP  Heidi Thomerson, CEP
Marlene Zobayan, CEP    Jacobin Zorin, CEP  Christine Zwerling, CEP  

Are you interested in volunteering for the CEP Institute? Please visit our website.

Continuing Education
Illustration of a Calendar

To protect and enhance the reputation of the CEP designation, designees are required to complete and report 30 hours of industry-related continuing education every two years in order to continue using the CEP designation. If you need to know when your CE is due, please log into your MyCEP account. Note that with the update of the MyCEP system, there are some changes to our Continuing Education reporting. We will no longer be offering extensions on Continuing Education applications, so please be sure to submit your applications on time. The grace period is extended until March 31, to give you a little extra time. If you have any questions about Continuing Education, please visit our website. For a list of continuing education opportunities, please see our Continuing Education Calendar on our website.

Representing the CEP Designation
CEP Badge

The CEPI encourages people to highlight their participation in the CEP Program in their resumes, LinkedIn profiles, on name badges at conferences, in bios when speaking at industry events, in membership directories, etc.  The CEPI has worked hard for many years to build the credibility of the CEP mark and we appreciate it being used appropriately.  The CEPI has some guidelines on how to include your participation in the program. 

For CEPs: Please highlight your important achievement by using the CEP mark (CEP preceded by a comma) following your first and last name.  You may also list your certification in your resume or bio.  On your LinkedIn profile, please list your designation under the Education section with a link to the Leavey School of Business at Santa Clara University.  You may also list your designation under Certificates and specify the date you received your certification. 

For candidates who have completed Level One or Level Two: Until a candidate has passed all three levels of the program, the candidate may describe their accomplishment in their professional biography, resume or LinkedIn profile (under Education section) as "Jane Doe has completed Level 1 [or Level 2] of the CEP program through the Certified Equity Professional Institute at Santa Clara University."  You may use the link to the Leavey School of Business at Santa Clara University.

Questions? We are here to help. Feel free to email us at, or give us a call at (408)554-2187.

Get to know us:  Join the Conversation.

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Executive Development Center
Leavey School of Business
Santa Clara University
500 El Camino Real
Santa Clara, CA 95053 

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