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Frequently Asked Questions about using a Certified Educational Planner (CEP)

What can we expect from a CEP? 

You can expect a knowledgeable, informed and current overview of appropriate options. CEPs will guide and advise. Planners desire to empower, inform and educate your family to make a good decision about your child's future.

Why should we use the services of a CEP? 

CEPs represent the highest level of professional standards. They demonstrate extensive knowledge, expertise and experience in the field of educational planning. CEPs provide you with the broadest and most informed educational choices for your child.

What service do CEPs provide? 

CEPs specialize in one or more of the following areas:

  • college and graduate school
  • pre-K through 12
  • boarding school
  • special needs/emotional growth
  • summer opportunities
  • interim/year off/study abroad opportunities
  • financial aid planning/grants/scholarships
  • testing/test preparation

What kind of commitment does a CEP make to each student? 

CEPs are committed to providing his/her very best advice, finding appropriate educational options for each student, and giving each student, regardless of school, educational background, or personal attributes, equal time and attention.

What questions should I ask before beginning work with an educational planner/counselor?

  • Are you certified by the American Institute of Certified Educational Planners?
  • What are your areas of expertise?
  • What is your background and training?
  • How many years of experience do you have?
  • How many educational institutions have you visited in the past 12 months?
  • Are you active in professional associations?
  • What expenses might I expect to incur during the counseling process?

Are CEPs sensitive to and aware of a family's financial considerations in the school search? 



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