AEP — Accredited Estate Planner
ExpertActiveEstablished
Awarded by NAEPC (not The American College); requires a qualifying credential, affiliated estate planning council membership, and - for 5-15 years' experience - two graduate courses with exams through The American College.
- Issuer
- NAEPC (National Association of Estate Planners & Councils)
- Industry
- Finance & Accounting
- Domain
- Wealth Management & Financial Planning
- Level
- Expert
- Exam fee
- USD 2,050 per graduate course at The American College (two courses, required for applicants with 5-15 years' experience); NAEPC application fee not published
Prerequisites & eligibility
Training: Two American College graduate courses if under 15 years' experience
Renewal & maintenance
Renewal policy not catalogued yet — verify with the issuer.
Recognition
Graduate-level estate planning designation awarded by NAEPC to credentialed professionals (JD, CPA, CFP, CLU, ChFC, CFA etc.).