Certification Name : Certified Estate and Trust Specialist
Certification ID & Type: 4571 – A – Core
Certification Description
The CES designation will teach you exactly what you need to know about estate planning and asset repositioning implementation. You will learn about estate planning goals, beneficiaries, wills and probates, retirement accounts, taxes and trusts, living trusts, wills, and post-mortem guidelines. In addition, you’ll gain sophisticated knowledge about control trusts, incapacity, and funerals.
Certifying Organization
Institute of Certified Fund Specialists(ICFS)(0548)
Institute of Business & Finance, 7911 Herschel Avenue, Suite 201, La Jolla, CA 92037-4413
Contact information : 800-848-2029 Or 858-200-8831 Fax : 858-454-4660
Organization Web Link
Certification Details
Oral or Written Exam Required? Yes
More Certification Information
Certification/ Career/ Job Keywords
Estate Planner