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
• Must devote at least 1/3 of one's time to estate planning
• Must provide three professional references
• Must have a current membership in an affiliated local estate planning council

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.

Online at Search Accredited Estate Planners

Complaint procedure and form available online at Accredited Estate Planner Complaint Procedure

None

None