Skip to main content

For updates and guidance related to COVID-19 / Coronavirus, click here.

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

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

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