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Accredited Estate Planner (AEP)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization National Association of Estate Planners & Councils
Qualification and Training Requirements

Candidate must:

  • be an attorney (JD), accountant (CPA), insurance professional and financial planner (CLU/ChFC, CFP) or trust officer (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.
Designation Training Requirements

Two graduate level courses administered by The American College or from another accredited graduate program unless applicant has 15 or more years experience as an estate planner

Designation Exam Type

Proctored final course exams

Continuing Education Requirements

30 hours every 24 months, including 15 hours in estate planning. Recertification required annually.

Verification and Complaints
Online Designation Resource

Online at Search Accredited Estate Planners

Investor Complaint Process

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

Published List of Disciplined Designees