Accredited Estate Planner (AEP)
|Status||Currently offered and recognized by the issuing organization.|
|Issuing Organization||National Association of Estate Planners & Councils|
|Qualification and Educational Requirements|
Candidate must meet all of the following 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
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|
|Check Designation 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||