| Designation Essentials |
|---|
| Currently offered and recognized by the issuing organization. |
| National Association of Estate Planners & Councils |
| Qualification and Educational Requirements |
|---|
Candidate must meet all of the following requirements:- Must be an attorney (JD), accountant (CPA), insurance professional and financial planner (CLU/ChFC, CFP) or trust officer (CTFA)
- Must be in good standing with their professional organization and not be subject to disciplinary investigation
- Must have a minimum of 5 years experience in estate planning in one or more of the prerequisite professions
|
| 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 |
| Final exam for each course. If self-study through The American College, must be taken at Pearson VUE testing centers, which are proctored. |
| 30 hours every 24 months, including 15 hours in estate planning. Re-certification required annually. |
| Verification, Complaints and Accreditation |
|---|
| Online at Search Accredited Estate Planners |
| Complaint procedure and form available online at Accredited Estate Planner Complaint Procedure |
| None |
| None |
