Candidate must:

• be an attorney (JD), accountant (CPA), insurance professional and financial planner (CLU/ChFC, CFP) or trust officer (CTFA);
• be in good standing with their professional organization and not subject to disciplinary investigation;
• have a minimum of 5 years experience in estate planning in one or more of the prerequisite professions;
• devote at least 1/3 of their time to estate planning;
• provide three professional references; and
• have a current membership in an affiliated local estate planning council.

Two graduate level courses administered by The American College or from another accredited graduate program unless applicant has 15 or more years experience as an estate planner

Proctored final course exams

30 hours every 24 months, including 15 hours in estate planning. Recertification required annually.

Online at Search Accredited Estate Planners

Complaint procedure and form available online at Accredited Estate Planner Complaint Procedure

None