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 Educational Requirements
Prerequisites 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
Education 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
Examination 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, Complaints and Accreditation
Check Professional Status Online 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
Accredited By None