Certified Estate and Trust Specialist (CES)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Designation Notes | Formerly Board Certified in Estate Planning |
| Issuing Organization | Institute of Business & Finance |
| Qualification and Educational Requirements | |
| Prerequisites | Candidate must meet one of the following requirements: Bachelor's degree or 2,000 hours of financial services work experience |
| Education Requirements | Candidate must complete Self Study Program (six modules) |
| Examination Type | Three exams and a case study |
| Continuing Education Requirements | 30 hours every two years |
| Verification and Complaints | |
| Check Designation Status Online | Online at Search for an IBF Designee |
| Investor Complaint Process | Online at Concerns and Complaints. Complaints may be submitted by phone or email. |
| Published List of Disciplined Designees | None |