Certified Estate and Trust Specialist (CES)
Designation Essentials | |
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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, Complaints and Accreditation | |
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 |
Accredited By | None |