Certified Estate and Trust Specialist™ (CES™)
Looking to earn your CES designation? Then you've come to the right place!
ABTrainingCenter.com offers CES designation training courses for those individuals interested in earning the prestigious Certified Estate and Trust Specialist™ (CES™) (formerly Board Certified in Estate Planning) designation.
The Certified Estate and Trust Specialist™ (CES™) 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 Certified Estate Planner.
Recommended Courses and Available Training Options
ABTrainingCenter.com offers the certification course for becoming a Certified Estate Planner. To pursue the Certified Estate and Trust Specialist™ (CES™) designation, select the recommended course below or search under "Designations" in the following search box for "CES™ - Certified Estate and Trust Specialist™".
Recommended Books/CDs/Other Training Resources
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Students are given 12 months to complete the program, but the vast majority of the enrollees complete the materials within 15 weeks. There are four requirements for certification:
- Pass three exams; each one covers one of the three modules (students can purchase a three-month extension for $40)
- 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
Each exam is a 60 minute, 50-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. If a re-take is necessary, a $75 charge will apply.
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 a $100 annual renewal fee.
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