Accredited Estate Planner (AEP)
Certification Provider
National Association of Estate Planners & Councils (NAEPC)
Best For
Estate Planning Attorneys, Certified Financial Planners, Trust Officers with estate planning focus, Senior Wealth Advisors, Insurance Professionals specializing in estate planning, Accountants with a focus on estate taxation and planning
Description
The Accredited Estate Planner (AEP) certification, offered by the National Association of Estate Planners & Councils (NAEPC), is a prestigious credential for professionals in the estate planning field. It signifies advanced expertise, commitment to interdisciplinary collaboration, and adherence to the highest ethical standards. Candidates must have relevant professional qualifications, experience, and complete rigorous education requirements. The AEP designation is designed for attorneys, accountants, insurance professionals, and financial planners who seek to enhance their estate planning acumen and provide comprehensive guidance to clients.
Includes Certification
Yes
Prerequisites
Minimum of five years of experience in estate planning, which must be substantiated by a detailed professional biography.
Must currently hold one or more of the following credentials: Attorney (JD), Certified Public Accountant (CPA), Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Trust and Financial Advisor (CTFA), Chartered Advisor for Senior Living (CASL), or Certified Private Wealth Advisor (CPWA).
Completion of two graduate-level courses through The American College of Financial Services, unless the applicant holds a CLU®, ChFC®, or CPWA® designation, a master's degree in financial planning, or an ABA-accredited law degree.
Must demonstrate commitment to the team concept of estate planning by providing five professional references from peers.
Adherence to the NAEPC Code of Ethics.
Continuing education requirements must be met to maintain the certification, including 30 hours every 24 months, 15 of which must be estate planning specific.