Accredited Estate Planner® Designation
Professional
estate planners can now achieve an accreditation that acknowledges their experience and specialization in estate planning.
The Accredited Estate Planner® designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and Certified Financial
Planners®. The AEP® designation is 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 National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated Estate Planning Councils focused on establishing and monitoring the highest professional and educational standards. NAEPC fosters public awareness of the quality services rendered by professionals who meet these standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning.
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