Become a Certified Bankruptcy Petition Preparer
Professional workflow, intake, and document preparation training for non-attorney bankruptcy petition preparers.
What You'll Learn
Nine skill areas covering everything you need to run a professional, compliant bankruptcy preparation practice.
Bankruptcy Workflow Operations
Organize and execute a repeatable preparation workflow from intake to final packet.
Intake Management Systems
Build reliable intake pipelines that capture all required consumer information accurately.
Petition Preparation Workflow
Follow a structured, verified process for preparing court-ready bankruptcy petition documents.
Federal Disclosure Requirements
Understand and apply every disclosure requirement under 11 U.S.C. § 110 correctly.
Client Document Organization
Collect, name, sort, and store consumer documents in a consistent, court-ready structure.
Ethics and Non-Attorney Compliance
Recognize the boundaries of authorized preparation work and document every decision.
Consumer Communication Standards
Communicate professionally with consumers without crossing into advice or representation.
Court-Ready Packet Preparation
Assemble complete, ordered, and correctly formatted packets for consumer filing.
Professional Case Organization
Maintain clear, consistent case files that support accuracy and long-term professional practice.
Certification Structure
A structured, step-by-step curriculum built around real bankruptcy preparation workflows.
Introduction to Bankruptcy Petition Preparation
30 minOverview of the BPP role, scope of work, and how the certification program is structured.
Chapter 7 vs Chapter 13 Overview
45 minOperational differences between Chapter 7 and Chapter 13 from a document preparation perspective.
Federal Disclosure Requirements
50 minRequired disclosures under 11 U.S.C. § 110, timing, documentation, and compliance procedures.
Intake and Client Workflow Systems
55 minHow to build and run a reliable intake process from first contact to completed file.
Document Collection and Organization
60 minCollecting, naming, and organizing all required consumer documents for a complete case file.
Petition Preparation Workflow
65 minStep-by-step workflow for preparing petition schedules, statements, and supporting documents.
Ethics and Non-Attorney Limitations
45 minClear operational boundaries, prohibited activities, and escalation procedures for BPPs.
Consumer Communication Standards
40 minProfessional communication practices, response standards, and documentation requirements.
Court Packet Readiness
50 minHow to assemble, review, and hand off a complete, court-ready document packet.
Final Assessment
45 minComprehensive review covering all modules and workflow scenarios from the certification program.
What This Certification Prepares You For
Remote Workflow Support Roles
Support bankruptcy preparation operations from a remote or home-based environment using organized, documented workflows.
Intake Coordination and Document Organization
Manage intake pipelines, collect required documents, and maintain organized case files across multiple consumers.
Professional Petition Preparation Operations
Prepare complete, accurate bankruptcy petition documents using repeatable professional workflows.
Consumer Guidance Through the Process
Guide consumers through the document preparation process clearly, professionally, and within the boundaries of your authorized role.
Built for Non-Attorney Document Preparers
This certification is designed specifically for the scope and standards that apply to non-attorney BPPs. Every module reflects that.
Operational Training Only
This program does not train attorneys or authorize the practice of law. All content covers document organization, intake systems, and workflow operations.
Operating Under 11 U.S.C. § 110
Bankruptcy Petition Preparers operate under a specific federal statute that defines the scope and limits of their work. This certification is built around those requirements.
No Legal Strategy or Representation
Preparers may not provide legal strategy, case recommendations, or represent consumers in court. This program does not train for those activities.
Workflow, Organization, and Intake
Every module in this certification focuses on professional document preparation operations: intake workflows, document collection, petition preparation, and packet assembly.
Common Questions
Start Your Certification Today
Step-by-step training built for professional document preparers.