CES™Certified Estate and Trust Specialist™

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CES™Certified Estate and Trust Specialist™

Paladin Peer Group Rating
  • Credentials (Letters): CES
  • Credentials (Full Name): Certified Estate and Trust Specialist™
  • Type of Knowledge: Estate planning
  • Sponsor for Credential: Institute of Business & Finance
  • Sponsor/Credential Website: http://icfs.com/certified_estate_trust_specialist
Program Information
  • Prerequisites: Designed for Financial Advisors in the roles of an accountant, advisor, banker, broker, money manager, or planner.
  • Curriculum: 3 modules
  • Type of Study: Self study & online
  • Estimated Completion Time: 15 weeks
  • Examination Requirements: online, proctored
  • Continuing Education Requirements: unknown
Investor Functions
  • Advisor Look-Up: http://icfs.com/consumers/choosing_advisor
  • Investor Education: Yes
  • Telephone: (800) 848-2029
  • Email: info@icfs.com
  • Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.
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