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 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	None
Accredited By	None