AEP® Designation

Accredited Estate Planner® Designation

The Accredited Estate Planner® 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 AEP® designation helps both clients and colleagues understand your belief in, and dedication to, the team concept of 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® who are actively engaged in estate planning and meet stringent qualifications at the time of application and commit to ongoing continuing education and recertification requirements.

  • With a minimum of 5 years of experience, the designation is available after taking two courses through The American College.  For information about courses offered through The American College, please click HERE.
  • For those individuals who have 15 years of experience or more, one may choose to be exempt from the required graduate-level courses in estate planning.

To download the appropriate application or learn more, please follow the link(s) below. 

For information about the Council Nomination process, please click HERE.