Course curriculum

    1. User Agreement: Read Before Using the Course

    1. Welcome from Prep Course Manager Jessica Castro, CEP

    2. How to Use This Course

    3. How to Prepare for the CEP Exam - 2026

    4. A Note on the 2026 Curriculum

    1. Quick Reference Guide for 2025 and 2026

    1. 2025 XYZ Employee Stock Purchase Plan (ESPP) (Note: No changes have been made to the CEP 2024 ESPP)

    2. 2025 XYZ ESPP - Table of Contents

    3. 2025 XYZ Equity Incentive Plan (Note: No changes were made to the CEP 2024 EIP)

    4. 2025 XYZ Equity Incentive Plan - Table of Contents

    5. ESPP 25k Carryover Calculation

    6. Non-Qualified Option Tax Worksheet

    7. Net and Pyramid Exercises - Worksheet

    8. Short Swing Profits Worksheet

    9. Straight-line v. Accelerated Attribution Worksheet

    10. XYZ Plan Reserve Worksheet

About this course

  • 16 lessons