Financial Advisor Designations

Designation: CES
Designation Full Title: Certified Estate Planner (Certified Estate and Trust Specialist)
Definition: Estate planning and asset repositioning implementation, learn about estate planning goals, beneficiaries, wills and probates, retirement, accounts, taxes and trusts, living trusts, and post-mortem guidelines.

Issuing Organization: Institute of Business and Finance
Website/URL: http://icfs.com/certified_estate_trust_specialist
Is the designation still offered: Currently offered & recognized by the issuing organization
Is the designation still supported: 
What are the prerequisites? Bachelor’s degree or 1 year financial service experience
What are the requirements to obtain the designation? 6 modules in a self study program
What type of examination is required to complete the designation process? 3 exams and a case study
Is there any ongoing continuing education or other requirements to maintain the designation? 30 hours every 2 years
Where can you check if someone has the designation and if it’s current? Yes, http://icfs.com/consumers/choosing_advisor
Does the designation have a complaint process and if so, where can it be found? Yes, http://icfs.com/consumers/legal_rules_ethics_consumers
Is there a published list of disciplined designees and if so, where can it be viewed? Yes, http://icfs.com/consumers/legal_rules_ethics_consumers
Who is the accreditation through? None
Recommended for: Accountant, advisor, banker, broker, money manager, or planner
Code of Ethics or Ethics Course? None on website
Length of Time For Completion: Hours depend on state, range from 12-60, CA is 30 hours