Board Certified in Estate Planning™ | Program Overview

Investors who are concerned with the eventual disposition of their holdings are typically well heeled. Savvy investors realize that their choices are limited. Practitioners who complete our Board Certified in Estate Planning™ program will gain the best of both worlds: estate planning ideas plus asset repositioning implementation.

The BCE™ program lays a solid foundation and explains core concepts before tackling sophisticated estate planning techniques. The estate planning course includes materials that have been written with an eye toward real-world situations. The content is both practical and simple to follow, unlike similar business and law school courses. The building blocks of an effective estate plan are a will and one or more trusts. Our estate planning education materials are written so the client can also understand them, enhancing your services as a financial professional.

Older individuals and couples hold most of the wealth in this country. As you work towards earning the BCE™ designation, 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 available opportunities.

The Board Certified in Estate Planning™ (BCE™) designation is one of the first of its kind. The BCE™ program offered by IBF is acknowledged in the financial services community as the way for a practitioner to gain expertise quickly. Contact us now to enroll in the program and begin earning your designation.

Trust the expert faculty and staff at the IBF financial planning school. After more than 20 years of experience helping more than 12,000 finance professionals earn designations, we have developed effective course materials to help you apply core concepts of estate planning to real-life situations. The BCE™ designation can convey the professionalism and credibility you have always exemplified to a wider range of clients. When you become certified in estate planning, you are making a solid investment in your reputation. Enroll with the Institute of Business & Finance today!