Candidate must:

• be actively engaged in estate planning as an accountant (CPA), attorney (JD), insurance and financial planning professional (CFA, CFP^®, ChFC^®, CLU^®, CPWA^®, MSFS, or MST), philanthropic professional (CAP^®, CSPG), or trust professional (CTFA);
• be in good standing with their professional organization and not subject to disciplinary investigation;
• have a minimum of 5 years experience in estate planning in one or more of the prerequisite professions;
• devote at least 1/3 of their time to estate planning;
• provide three professional references; and
• have a current membership in an affiliated local estate planning council.

Two graduate level courses administered by The American College or from another accredited graduate program (waived for applicants with 15 or more years of experience as an estate planner)

Proctored final course exams

30 hours every two years, including 15 hours in estate planning.

Online at Search Accredited Estate Planners

Complaint procedure and form available online at Accredited Estate Planner Complaint Procedure

None