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Certified Estate and Trust Specialist (CES)

Board Certified in Estate Planning (BCE) designationBank Training Center offers the CES training and certification courses for those individuals interested in becoming a certified estate planner by earning the prestigious Certified Estate and Trust Specialist for Financial Advisors (CES) designation.

The Certified Estate and Trust Specialist for Financial Advisors (CES) designation demonstrates that a certificant has gained advanced training and competency in the subject of estate planning. Designees are recognized as experts in helping their clients to prepare for dealing with the passing of a family member and the resulting transfer of property/wealth to the survivors.

Curriculum

The CES designation is comprised of a 60-hour self-study accredited program administered over six modules.

Students are provided one year to complete the program, but typically enrollees are able to complete the program and become certified within a matter of months. There are four requirements that must be met to achieve certification:

  1. Pass three exams; each one covers two of the six modules (students can request a three month-extension for $40)
  2. Complete one open-book case study (a one page set of facts based on a hypothetical client)
  3. Fill out a registration form and complete a student questionnaire, and
  4. Sign a code of ethics

Examination Requirements

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.

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 complete 15 hours of continuing education, reported once every year. 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 & Available Training Options

Bank Training Center offers the convenient self-study program for earning the CES designation.

Simply select the recommended course below, or search under "Designations/Certifications" in the search box thereafter for "CES - Certified Estate and Trust Specialist for Financial Advisors".

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