Certified Estate and Trust Specialist™ | Continuing Education

The Institute of Business & Finance encourages all members of the financial services industry in their pursuit of lifelong learning. Courses offered by the Institute of Business & Finance (IBF) are approved for continuing education (CE) credit to meet your professional development requirements.

State Continuing Education
IBF's Certified Estate and Trust Specialist™ (CES™) designation program is approved for continuing education credit in these states:

State	Hours		State	Hours		State	Hours
AR	20		MA	25		OH	20
AZ	30		MD	16		PA	48
CA	30		ME	60		SC	15
CT	30		MI	30		TN	24
GA	30		NE	21		UT	12
IA	18		NH	25		VA	30
IL	15		NJ	24		WA	20
IN	30		NY	15		WI	24

If your state is not listed call (858) 866-1700 for current status.

Provider/Firm Element CE

Many Institute programs qualify for CE credit required by organizations such as the CFP Board and the American College's PACE program. IBF designation programs also satisfy the securities industry's firm element CE requirements.

IBF's Certified Estate and Trust Specialist™ (CES™) designation program is approved for continuing education credit with these providers:

Provider	Hours		Provider	Hours
CFP	45		PACE	45
CPA	60		NAPFA	60

 

Approvals are subject to change and the student is responsible for confirming the credits approved for a given state of organization. Upon request by the student, IBF Student Services will submit course completion information for CE credit. Students requesting CE credit are responsible for paying any reporting fees charged by states or other reporting organizations.

If you have any questions regarding the above information please contact the IBF CE Compliance Coordinator at (800) 848-2029 Ext. 108 or via e-mail.