Earning an estate planning certification typically requires training courses in ethics, financial planning, tax law, compliance, and the regulatory environment.

Applicants for this course, therefore, must hold a valid current license in either the financial, legal, or tax profession, or receive permission for enrollment ...

Combination of online and self-study course (eight modules) · Proctored exam · Eight hours every two years in the area of estate planning.

The AEP designation recognizes true expertise and excellence in estate planning. Enroll in our AEP program today to begin your journey.

Pre-requisite Requirements. Candidates must hold ANY of the following Financial Planning designations (PFP®, CFP®, Pl. F.) or the Wealth Management Essentials ( ...

От 225,00 $ до 335,00 $ The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning. $225 - $335. Do ...

23 авг. 2023 г. · Enrolling in the CES program requires only one year of experience in the financial industry and a B.A. degree. However students can complete the ...

An ACCREDITED ESTATE PLANNER® applicant must meet ALL of the following requirements as established by the National Association of Estate Planners & Councils:.

AEP applicants must complete two graduate-level courses through The American College, one in advanced estate planning and one approved elective, or pass two 2- ...