Certified Equity Professional Institute (CEPI) Qualification
The Certified Equity Professional Institute (CEPI) was founded in 1989 by a group of equity compensation professionals. Their mission was to establish, promote, and provide certification and continuing education for the equity compensation industry.
Since its founding, the CEPI's self-study curriculum has served as the industry's educational standard. Organizations and individuals use CEPI exams as a measurement of basic (Level 1), intermediate (Level 2), and advanced (Level 3) knowledge, skills, and abilities related to equity compensation.
The CEPI curriculum focuses on the core disciplines of equity compensation:
- Equity Plan Design,
- Analysis and Administration;
- Corporate and Securities Law; and
The CEP designation is granted to individuals who have passed all three exams, and have demonstrated mastery of equity compensation related issues in all of the core disciplines. The program is also open to individuals seeking only basic or intermediate knowledge. Candidates can select to complete one, two or all three levels of the program.
Shares has six level three CEP qualified employees. All other share
plan analysts have achieved either level one or level two CEP
qualification and are studying towards completing the final level. All
Global Shares employees are strongly encouraged to sit the CEP exams.