The Board Certified in Estate Planning (BCE) designation is one of the first of its kind. BCE is fully accredited and acknowledged in the financial services community as the way for the practitioner to gain expertise quickly.

Investors who are concerned with the eventual disposition of their holdings are typically well heeled. These savvy investors realize that their choices are limited—either seek expensive legal advice or contact a BCE designee. Practitioners who complete our certification program offer the best of both worlds: estate planning ideas plus implementation by asset repositioning.

The BCE program lays a solid foundation before tackling sophisticated planning techniques. Course materials have been written with an eye toward real world situations. Content is both practical and simple to follow, unlike similar business and law school courses. The building blocks of an effective estate planning are the will and one or more trusts. Our readings are written so the client can also understand them.

Older individuals and couples control most of the wealth in this country. As a BCE student, you will learn ways to unlock this wealth by providing invaluable advisory services. Such information can also be applied to the practitioner's own portfolio. A specific product group has often presented estate planning from a biased perspective. As a BCE, you and your clients will see the other opportunities available.