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Registered Estate Planner (REP)

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

This designation can be earned and used immediately by registering, and becoming appointed, with EstateCLOUD and by paying the required monthly REP licensing fee. See

Issuing Organization EstateCLOUD
Qualification and Educational Requirements

Licensed, registered, credentialed or currently employed in one or more of the following fields: Life & Health insurance, Property & Casualty insurance, securities sales, investment advice, tax, law, employee benefits, mortgage lending and mergers & acquisitions

Education Requirements


Examination Type


Continuing Education Requirements

No continuing education requirements. However, to maintain the designation, designee must produce at least one EstateCLOUD membership per year.

Verification, Complaints and Accreditation
Check Designation Status Online


Investor Complaint Process


Published List of Disciplined Designees


Accredited By