Our Certified Estate and Trust Specialist (CES) designation helps lay a solid foundation for estate planning.
This course does not make you a lawyer or help you to prepare legal documents if your client needs a will, trust, etc. (you'll need to partner or refer your clients for those items). This course does, however, help you to better position yourself as the advisor to affluent individuals who have these needs and who can assist with your client's total wealth management.
Practitioners who complete our program will gain the best of both worlds: estate planning ideas plus asset repositioning implementation. By having the Certified Estate Planner Designation, you will learn ways to unlock this wealth by providing invaluable advisory services.
Our CES designation courses have been written with an eye toward real-world situations. Hence, you will learn the core concepts plus sophisticated estate planning techniques, such as wills, trusts, and more.
Whether you are an accountant, advisor, banker, broker, money manager, or planner, you will reap immediate rewards in return for your commitment of time and study. Because the teaching materials are designed to also be used in your daily practice, each program is updated throughout the year.
Textbooks will be mailed to you, and all exams are taken online. The course consists of passing three online exams and a written case study. On average, it takes students three months to complete the course.
- The CES professional designation program consists of three modules, designed to be completed within 15 weeks
- Materials include all study and exam preparation
- There are three non-cumulative exams and one case study
- Each exam is based on one module
- Each exam consists of 50 multiple-choice questions
- More than one exam can be taken at a time
- A written case study is required
- The case study is based on a one-page fact pattern provided by IBF
- The case study answer must be two to five pages
- Module I - Estate Planning Goals, Beneficiaries and Children, Wills and Probate, Accounts and Retirement Benefits, Estate Taxes, and Ongoing Trusts
- Module II – Tax Trusts and Control Trusts, Incapacity and Funerals, Living Trusts, and Living Trust Design
- Module III – Post-Mortem, Wills and Probate, Property and Successor Trustees, and Trust Taxation and Termination
Tuition includes registration, tuition, textbooks, review questions, online practice exams, reference sheets, exams, diploma and shipping (overnight shipping available for additional charge).
Textbooks will be shipped to you within 5-7 business days of your paid registration.
Qualifying To Obtain The Certified Estate and Trust Specialist (CES) Designation
To view the requirements for the CES, please click here.
This program is approved for continuing education (CE) credit to meet a candidate's professional development requirements. Approvals are subject to change, and the student is responsible for confirming the credits approved for a given state or organization.
|About The Provider:
||This course is developed and fulfilled by The Institute of Business & Finance (IBF). After more than 20 years of experience helping more than 15,000 finance professionals earn designations, IBF has developed effective course materials to help you apply core concepts of estate planning to real-life situations.
When you earn an IBF designation, you will gain both theoretical and practical knowledge that can be conveyed to your clients, boosting your credibility and professionalism. As a student, you will have the flexibility to study whenever you like. The expert faculty and staff at IBF are ready to help you earn your certification today.
Fees paid, less shipping, miscellaneous fees and non-refundable processing, are refundable within 30 days of enrollment according to the schedule below, provided no exams have been taken. If one exam has been taken, a 50% refund applies. No refunds are given if more than one exam has been taken.
If the student cancels or withdraws within five days of enrollment, IBF shall issue a refund within five days after IBF receives notice of withdrawal and materials. Otherwise, IBF shall issue a refund within 30 days after IBF receives notice of withdrawal and materials.
*Please note: materials must be returned to IBF in perfect re-sellable condition to be considered for a refund. Materials with markings in them will not be considered for a refund.