AEP® Accredited Estate Planner®


AEP® Accredited Estate Planner®

Paladin Peer Group Rating
For Investors For Sponsors
  • Credentials (Letters): AEP
  • Credentials (Full Name): Accredited Estate Planner®
  • Type of Knowledge: Planning
  • Sponsor for Credential: National Association of Estate Planners & Councils
  • Sponsor/Credential Website:
Program Information
  • Prerequisites: Must be an attorney (JD), CPA, CLU®, ChFC®, CFP®, or trust officer (CTFA); presently and significantly engaged in “estate planning activities;” have minimum of five years of experience engaged in estate planning and estate planning activities; required to be members of, and continuously maintain membership in, an affiliated local or regional estate planning council; meet a professional reputation and character requirement; commit to NAEPC Code of Ethics; and commit to the team concept of estate planning.
  • Curriculum: 2 graduate level courses through The American College or equivalents at other institutions
  • Type of Study: Unknown
  • Estimated Completion Time: Unknown
  • Examination Requirements: 1 for each course
  • Continuing Education Requirements: 30 hours every 2 years, of which 15 hours must be in estate planning
Investor Functions
  • Advisor Look-Up:
  • Investor Education: Yes
  • Telephone: 866-226-2224
  • Email:
  • Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.
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