Looking to become a Certified Estate Planner? Then you've come to the right place!
ABTrainingCenter.com offers Certified Estate Planner training courses for those individuals interested in earning the prestigious Board Certified in Estate Planning (BCE™) designation.
The Board Certified in Estate Planning (BCE™) designation demonstrates the advisor’s expertise and commitment to helping individuals plan for the passing of a loved one and their effective transfer of wealth - chiefly how to maximize passing one’s wealth onto a spouse and future generations while mitigating estate taxes.
Your clients will appreciate the special knowledge and insight you bring to the table as a BCE™.
Curriculum
Students are given 12 months to complete the program, but the vast majority of the enrollees complete the materials within a couple of months. There are four requirements for certification:
Pass three exams; each one covers two of the six modules
Complete one open-book case study (a one page set of facts based on a hypothetical client)
Fill out a registration form and complete a student questionnaire, and
Sign a code of ethics
Examination Requirements
Each exam is a 90 minute, 75-question, computer-administered exam - a passing score of 70% is required for each exam. Exams can only be taken sequentially, and the student needs to be notified of a passing grade before sitting for the next exam.
Exams are taken online, with a proctor (disinterested third party). There is no additional exam fee; it is included in the cost of your course tuition.
Additional Requirements
To earn this designation, candidates must have at least 2,000 hours of work experience in the financial services industry or a bachelor's degree from an accredited college or university. The designation will not be granted until the required minimum number of hours has been fulfilled or a bachelor's degree has been granted.
Continuing Education Requirements
Designees must report 30 hours of CE every 2 years directly to IBF. Designees have a wide range of topics and methods to choose from (e.g., attending seminars, reading books, completing other courses, teaching, writing articles, etc.). Also, each year designees must remit an annual renewal fee.
Recommended Courses and Available Training Options
ABTrainingCenter.com offers the certification course for becoming a Certified Estate Planner. To pursue the Board Certified in Estate Planning™ (BCE™) designation, select the recommended course below or search under "Designations" in the following search box for "BCE™ - Board Certified in Estate Planning™".
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