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 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. Estate planning courses include 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 finance 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 the first of its kind. The BCE™ program is fully accredited and 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.
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