Roundtable: The Council Nominated Accredited Estate Planner Program and it's Benefit to Your Estate Planning Council
Date: Tuesday, April 25, 2023
Time: 2:00pm - 2:30pm
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This event takes place from 2:00 pm ET - 2:30 pm ET.
Estate planning councils affiliated with the National Association of Estate Planners & Councils have the honor of nominating qualified individuals to apply for the Accredited Estate Planner® (AEP®) designation through the “AEP® Council Nomination Program.” Your council’s participation in this program affirms the core value that brings all members of NAEPC together – excellence in estate planning.
The only graduate level, multi-disciplinary credential in estate planning, the AEP® designation is awarded to professionals who meet requirements of education, experience, knowledge, and professional reputation and holding the AEP® designation helps clients and colleagues understand the designee’s commitment to the collaborative approach to estate planning. Individuals must meet strict requirements to be considered for a council nomination and applicants must meet stringent qualifications and commit to ongoing recertification requirements.
Council leaders in attendance will:
- Learn the “nuts and bolts” of the Accredited Estate Planner® designation program
- Gain an understanding of how the council nomination program works and how its requirements differ from that of the a self-nomination
- Address how participation in the program benefits your council and its members
- Hear from Christine Buckley, CFP®, ChFC®, CPWA®, MBA, AEP®, Chair of the Baltimore Estate Planning Council AEP® Committee, and Melissa Dornan, MBA, the council's administrator about how their council handles the process
- Learn about a $500 stipend available to councils that host a virtual or in-person AEP® informational session and explore ideas for successful events
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