National Association of Estate Planners and Councils

Council Nominated AEP® Program

Estate planning councils affiliated with the National Association of Estate Planners & Councils have the special honor of nominating qualified individuals to apply for the Accredited Estate Planner® (AEP®) designation through the “AEP® Council Nomination Program.”  Your council’s participation affirms the multi-disciplinary approach to client service and the core value that brings all members of NAEPC together. excellence in estate planning. 

The only graduate level, multi-disciplinary credential in estate planning, the AEP® designation is awarded by NAEPC to professionals who meet special requirements of education, experience, knowledge, and professional reputation.   Available to actively engaged estate planning professionals, holding the AEP® designation helps clients and colleagues understand the designee’s dedication to the collaborative approach to estate planning.  Individuals must meet strict requirements to be considered for a council nomination and applicants must meet stringent qualifications at the time of application, complete the special council nomination application, and commit to ongoing recertification requirements.  A partial review of the qualifications follows:

  • Active practice for a minimum of fifteen years within the following disciplines: accounting; insurance and financial planning; law; philanthropy; and trust services
  • Devote at least 1/3 of one’s time to estate planning
  • One or more of the following professional credentials: JD (active law license required if this is the only credential with which the applicant is applying), CPA, CLU®, CFP®, ChFC®, CPWA®, CFA, CAP®*, CSPG, CTFA, MSFS, and MST**
  • Membership in council must be current 
  • Council leadership must complete a Council Nomination Resolution signifying the board's support of the nomination

It’s important to note that the AEP® Council Nomination Program is not your members’ only pathway to obtain the AEP® designation.  While one is able to self-nominate, your council’s nomination benefits the member by streamlining the application process, reducing the application fee by half, and acknowledging those members who are also recognized within your community as exemplary estate planning professionals. Active designees are required to maintain a membership in an affiliated local council and most often when having received a council nomination, this council will be yours so there may be an additional benefit of member retention.

We are pleased to offer your council an incentive to hold an AEP® Informational Reception in a format that fits your schedule and vision so that the AEP® designation can be reviewed in depth with those who have an interest, or those whom your council may like to nominate.  NAEPC will reimburse your council for expenses of up to $500 to co-host this event. Our administrative staff is always available to share how other councils have chosen to host successful events. To get started, please return a commitment form to our national office.  We’ll be in touch soon after to review the program requirements, answer any questions your leadership may have, and to make sure you have a supply of all of the necessary materials. 

For additional information or to obtain a copy of the AEP® Council Nomination Program application, please contact Susan Austin-Carney, Designation and Certification Program Administrator.

*All applicants applying with CAP® designation only must have successfully completed GS 815 – Advanced Estate Planning through The American College prior to applying.
**Special requirements must be met and approved by the national office before applying.