Roundtable: The Council Nominated Accredited Estate Planner Program and it's Benefit to Your Estate Planning Council

Date: Tuesday, August 27, 2024
Time: 4:00pm - 4:30pm
Location: Zoom Meeting

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This event takes place from 4:00 pm ET - 4:30 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
  • 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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