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Certifications › Legal & Estate Planning Certifications

Accredited Estate Planner® (AEP®)

Certification Voluntary. It proves competence, but nobody is stopped from working without it.

They’re an experienced, credentialed professional who collaborates with other advisors to develop advanced estate plans.

Offered by
National Association of Estate Planners & Councils (NAEPC)
Who it's for
Attorneys, CPAs, CFPs, CLUs, ChFCs, and CTFA-holders with at least 5 years of estate planning experience
Format
Application with proof of credential, experience, ethics, and continuing education
Time commitment
Varies depending on background
Cost
~$300 plus council dues
Website
naepc.org

Key skills covered

  • Estate and tax planning
  • Interdisciplinary collaboration
  • Charitable giving and succession
  • Client-centered ethics and communication

Costs, eligibility, and renewal requirements are set by the issuing body and change without notice. Confirm the current requirements with them before you enroll or sit an exam.

Visit the issuing body

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