Accredited Estate Planner® Designation
Professional estate planners can obtain an accreditation that acknowledges their experience and specialization in estate planning. Simply put, the Accredited Estate Planner® designation means “I believe in the team concept of estate planning.”
Awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character, the AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of estate planning.
The designation is available to credentialed professionals in the following disciplines – accounting (CPA); insurance and financial planning (CLU®, ChFC®, CFP®, CPWA®); legal (JD); philanthropy (CAP®, CSPG); and trust services (CTFA) – who are devoting at least a third of one’s professional time to estate planning. Eligible applicants must meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.
- With a minimum of 5 years of experience, the designation is available after taking two courses through The American College. See information about courses offered through The American College.
- For those individuals who have 15 years of experience or more, one may choose to be exempt from the required graduate-level courses in estate planning.
Qualified attorneys may also wish to learn more about the Estate Planning Law Specialist certification, the only ABA-accredited program in estate planning.
To download the appropriate application or learn more, please follow the link(s) below.
- Find an Accredited Estate Planner® near you.
- AEP® Qualifications and Requirements (Full Version)
- AEP® Qualifications and Requirements (Abbreviated)
- AEP® Applications
- Estate Planning Hall of Fame®
- Information for Active AEP® Designees
- Newsletter: AEP® Alert
- Definition of Estate Planning
For interested estate planning councils, learn more about the Council Nomination process,
Watch this brief video to learn more about NAEPC and the AEP® designation: