The AEP® designation recognizes professionals in the areas of estate planning who meet the strictest requirements of knowledge, experience, character and reputation. As an affiliated member of the National Association of Estate Planners and Councils (NAECP), we are able to nominate candidates from our membership for the AEP® designation.
We are now accepting applications from members who are interested in the designation. The Council may nominate one candidate for the AEP® designation in each of the four (4) professional disciplines of attorney; accountant; insurance and financial planning; and trust officer, plus one (1) additional candidate from any of the four (4) named disciplines. Applicants will be selected by board resolution, subject to the following requirements:
- Applicants must be presently and significantly engaged in “estate planning activities” as an attorney, accountant, insurance professional and financial planner, or a trust officer. No more than two candidates from each discipline will be selected.
- Candidates must have a minimum of 15 years’ experience in estate planning.
- Candidates must provide documentation of licensing to practice as an attorney (JD) or certified public accountant(CPA), or hold one of the following designations: Chartered Life Underwriter ® (CLU®), Chartered Financial Consultant® (ChFC®), Certified Financial Planner (CFP®), or Certified Trust & Financial Advisor (CTFA).
- Candidates must be ECEPC members in good standing, and have been members for a minimum of 3 years.
Please click here to complete an application for board consideration and return it to us by April 30. The Board of Directors will review the applications and nominate candidates in May.
Individuals who are selected by the board will be sent a copy of the Affiliated Council AEP Nomination Resolution and a full application. Candidates will need to submit to the NAEPC a completed application and $250.00 (the application fee of $125.00, which includes the Council’s 50% discount, and first year annual dues of $125.00).
Maintaining the designation requires annual dues and 30 hours of continuing education every 24 months, of which at least 15 hours must be in estate planning. For more information about the designation, please visit: www.naepc.org/AEP_qualifications2.pdf .
Please contact the ECEPC Administrator with any questions. We wish all candidates the best of luck.