National Association of Estate Planners and Councils

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 actively licensed or certified as an accountant; attorney; insurance and financial planner; philanthropic advisor; or trust officer – holding one or more of the following credentials CAP®, CFA, CFP®,ChFC®, CLU®, CPA, CPWA®, CSPG, CTFA, JD, MSFS, and MST– 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. 

 

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: