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:
|
| 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 |
