Santa Clara University

Quick Facts About the CEP Program

  • Founded in 1989
  • Three exams required for certification: basic (Level I), intermediate (Level II), and advanced (Level III)
  • Self Study curriculum
  • Exams offered twice a year (June and November)
  • More information and quick facts on the Frequently Asked Questions page - CLICK HERE

What is a CEP Designee?

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. The designation provides:

  • 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
“The CEP certification has enhanced my performance and credibility at my company while giving me greater confidence in my abilities.”
Carole Payne, CEP, Netflix, Inc.
Printer-friendly format