What is the CEP for?

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Sep 15, 2005 11:58 pm

I was recently hired by Merrill Lynch after working for Equiserve(Now
ComputerShare) for a while. One of the contingents of my employment was
taking the Series 7 which I’m currently working on. My friend who still
works at EquiServe was recently tapped to take the CEP exam?? What the
hell is it and is it on a higher level than the 7?? Thanks…


Sep 16, 2005 12:48 am

Sure it wasn't the CFP? I've never heard of the CEP...

If it's the CFP, then yeah, it's a higher level test, but it's not eally related to the series 7.

Sep 27, 2005 10:46 pm


Sure it wasn’t the CFP? I’ve never heard of the CEP…

If it's the CFP, then yeah, it's a higher level test, but it's not eally related to the series 7.


No, it was definitly CEP.... Certified Equity Professional he said. Touted it like he was going to get a massive raise from taking it???
Sep 28, 2005 12:39 am

I discovered the same after doing a bit of research.  From what little I know about it, I don't see it being all that valuable from a customer perspective, since it is an unknown to customers.  It is probably more valuable to your friend's firm, perhaps from a research perspective.

From the customer perspective, I think getting a CFP would be infinitely more valuable as more and more customers recognize the designation and attach a level of expertise and confidence to it.  Assuming your job function is related to working with investment clients, the CFP is the better alternative.  If you're a research analyst for equities, perhaps this CEP is of some value.

Maybe eventually someone who knows more about this designation than I do will enlighten us on the subject...sorry I can't shed much light on the subject...

Sep 28, 2005 10:18 pm

It’s ok… him and I have a sort of running competition on whos job is
more important and so on. I know all he does is answer calls for
employee stock options accounts. I know this because I used to do the
exact same to a degree.