What Is an AEP? The Accredited Estate Planner Credential, Explained

The specialist for what happens to your money and property after you're gone. They help make sure everything goes to the right people, and the government gets as little as legally possible.

Estate Planning · CHIP Teamopedia

National Association of Estate Planners & Councils

Issuing organization

Required

Board exam required

30 hrs every 2 years

Continuing education

The full guide for this credential is still being written. The facts above are verified; the long-form explainer is on the way.

Educational Content & Disclaimer: This article is for informational and educational purposes only. CHIP Financial does not provide financial, investment, legal, or tax advice. Credential details are current as of publication and subject to change by the issuing organization; always confirm current requirements directly with the issuing body. Always conduct your own due diligence before hiring a financial professional.