Accredited Estate Planner (AEP)
Designation Essentials | |
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Status | Currently offered and recognized by the issuing organization. |
Issuing Organization | National Association of Estate Planners & Councils |
Qualification and Training Requirements | |
Prerequisites | Candidate must meet all of the following requirements:
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Designation Training Requirements | 2 graduate level courses administered by The American College or from another accredited graduate program as part of a master's or doctoral degree unless applicant has 15 or more years experience as an estate planner |
Designation Exam Type | Final exam for each course. If self-study through The American College, must be taken at Pearson VUE testing centers, which are proctored. |
Continuing Education Requirements | 30 hours every 24 months, including 15 hours in estate planning. Re-certification 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 | None |