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Certified Estate and Trust Specialist (CES)

Designation Essentials
Status Currently offered and recognized by the issuing organization
Designation Notes

Formerly known as Board Certified in Estate Planning (BCE)
Issuing Organization Institute of Business & Finance
Qualification and Training Requirements
Prerequisites

Candidate must have:

  • a bachelor's degree or
  • one year of financial services work experience.
Designation Training Requirements

Self-study course, including written case study
Designation Exam Type

Online, proctored, closed-book exams
Continuing Education Requirements

30 hours every two years
Verification and Complaints
Online Designation Resource

Online at Find an Advisor
Investor Complaint Process

Submit complaints via mail to Executive Director, Institute of Business & Finance, P.O. Box 371243, San Diego, CA 91237.
Published List of Disciplined Designees

None