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AEP® (Accredited Estate Planner®)

Overview:

The AEP® designation is a graduate-level specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning who support the team concept of estate planning. It is awarded to estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character.

Educational Requirements:

2 graduate-level courses administered by The American College or from another accredited graduate program as part of a master’s or doctoral degree unless applicant has 15 or more years’ experience as an estate planner

Prerequisites/Experience:

Candidates must meet all of the following requirements:

  • Must be an attorney (JD), accountant (CPA), insurance professional or financial planner (CLU®, ChFC®, CFP® certificant) or trust officer (CTFA)
  • Must be in good standing with their professional organization, not be subject to disciplinary investigation, and provide three professional recommendations
  • Must be presently and significantly engaged in estate planning activities and have a minimum of 5 years’ experience in estate planning in one or more of the prerequisite professions
  • AEP® designees must maintain membership in NAEPC.

Ethics:

NAEPC’s Code of Ethics is intended to align with those of the gateway professional designations required prior to earning the AEP®. View the NAEPC Code at http://www.naepc.org/codeofethics.web

Examinations:

Examination standards are those used by the accredited academic institution providing the graduate courses and include proctored, closed-book exams.

Continuing Education:

30 hours every 24 months, including 15 hours in estate planning. Recertification required annually.

Enforcement:

Designation may be moved to “inactive” status if designee is found not to be in compliance with recertification requirements. The NAEPC Board determines annually the percentage of designation holders to be audited.

Accreditation:

Courses to fulfill AEP®’s educational requirements are at a graduate level and must be taken through an accredited academic institution.

File a Complaint about a Designee:

Complaint procedure and form available online at http://www.naepc.org/aep_complaint.web

Issuing Institution:

The National Association of Estate Planners & Councils awards the AEP®. NAEPC encourages programs to increase recognition and acceptance of estate planning as a specialty.
NAEPC.org



Note: The American College is providing this information as a public service. It is correct to the best of our knowledge, but we neither guarantee its accuracy nor endorse any credentials for which we are not responsible as a credentialing organization.

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