The Accredited Estate Planner Designation is a graduate level accreditation program obtained from the non-profit national association of estate planners and councils (naepc.org.) These holding one of only six licenses are allowed to attempt to obtain the AEP designation. These are JD attorney CPA certified public accountants, CLU chartered financial consultants, Certified Trust and Financial advisor and recently allowed the addition of CFP certified financial planners.
These Advanced Level Accredited Estate Planners Professionals must meet and maintain the following eight strict requirements of education: Experience, Knowledge, Professional Reputation, and Character. The AEP™ designation is a graduate level accreditation in estate planning obtained from the Non-profit National Association of Estate Planners & Councils (NAEPC.org) that has been awarded to 1,300 recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation and character.
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The Eight Strict Requirements To Achieve And Maintain The Advanced AEP Designation
1. Licensing. An AEP™ must be licensed to practice as an attorney, certified financial planner, or certified trust and financial adviser, and recently allowed the addition of a certified financial planner. 2. Experience. An AEP™ member must either (1) Have a minimum of five years of professional experience in estate planning practices and have successfully completed two graduate (1) Have a minimum of five years of professional experience in estate planning practices and have successfully completed two graduate courses in estate planning from the American College in Bryn Mawr, PA; or (2) Have a minimum of fifteen years of professional experience in estate planning practices. 3. Continuing Education. AEPs™ are required to complete at least 30 credits of continuing education. 15 in estate planning every two years and certify this to the NAEPC. This requirement ensures that AEPs™ maintain a high level of expertise and remain current with the latest estate planning developments. 4. Commitment to Ethics. An AEP™ member must sign a declaration agreeing to continuously abide by the NAEPC Code of Ethics. 5. Affiliation. An AEP™ member must continuously maintain membership in an affiliated local or regional estate planning council must remain in good standing within his or her respective professional organization(s) and license(s) and must be highly recommended by three unrelated, credentialed professionals. 6. Estate Planning Activities. An AEP™ must be presently and significantly engaged in estate planning activities, including the accumulation, preservation, and transfer of wealth through proper planning. 7. Dedication to the Team Concept. An AEP™ member must be committed to the team concept of estate planning. 8. Annual Audit. Each year an audit of randomly selected active AEPs™ is conducted to verify compliance with continuing education requirements, affiliations, and current licensing of other designations.
“An Investment in Knowledge Pays the Best Interest” – Benjamin Franklin
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