Accredited Estate Planner® Designation
Administered by the National Association of Estate Planners & Councils, the Accredited Estate Planner® designation means “I believe in the team concept of estate planning” and attainment allows designees to distinguish themselves to clients and among peers as a true member of the team.
It is awarded only to estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. This page of our website offers an overview of the program requirements and additional information can be obtained by downloading an application below or by reviewing the “Frequently Asked Questions.”
Interested in learning more about the Accredited Estate Planner® designation?
Attend "The AEP® Designation from A - Z" to learn the basics about the program and its requirements and have your questions answered by experts from the board of directors and the national office and to address the ongoing requirements to maintain the desigantion in good standing.
Thursday, June 9, 2022 from 2:00 pm ET - 3:00 pm ET
“As I focused more and more on estate planning in my practice, I began to realize the importance of finding another professional credential that spoke to my commitment to estate planning and need to collaborate successfully with other professionals in the estate planning team. No one professional can do it all and by earning the Accredited Estate Planner, AEP® designation I communicate to my clients and peers that I am actively engaged in building relationships with like-minded professionals who are aligned with my passion for excellence in estate planning. This collaborative approach brings out the best in me and my team in service to our clients. I highly recommend this designation so that you, too, can take your practice to the next level.”
- Paul S. Viren, CLU®, ChFC®, AEP®, designee since 2011
Brief Overview of Requirements for all Applicants
- Active practice for a minimum of five 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 you are applying), CPA, CLU®, CFP®, ChFC®, CPWA®, CFA, CAP®, CSPG, CTFA, MSFS, and MST
- Three professional references from individuals with whom you have worked with on estate planning cases and assignments
- Current membership in an affiliated local estate planning council
Additional Requirement for Applicants with 5 – 15 years of Experience
- Two graduate courses provided through The American College
The NAEPC partners withThe American College of Financial Services to offer comprehensive graduate courses in estate planning to those who are interested in applying for the AEP® designation and are required to take coursework, or those who are simply interested in continuing education. Please note that the one required course for the designation formerly GS 815 – Advanced Estate Planning has been revised and renumbered so it now appears as MSFP 615 Advanced Estate Management and Planned Giving. This course presents an oveview of basic gift, estate and generation-skipping transfer tax law and tax computation processes. It also discusses the ownership and taxation of transfers of property during lifetime and at death in addition to marital, charitable giving, and life insurance planning. In addition, GS 838 – Business Succession Planning is now MSFP 543 Business Succession Strategies. To learn more about these or the other courses offered to satisfy the graduate coursework requirement for the designation program, please contact the Graduate School at 888-263-7265 or firstname.lastname@example.org.
To download the appropriate application or learn more, please follow the link(s) below.
- Why Earn the AEP® Designation?
- Frequently Asked Questions
- AEP® Qualifications and Requirements
- AEP® Applications
- NAEPC Definition of Estate Planning
- Estate Planning Hall of Fame®
- Estate Planning Councils - learn more about the Council Nomination process
Learn more about the AEP® designation from NAEPC past president Clark B. McCleary: