In 2003, several estate planning professionals from throughout the US came together to form the American Academy of Certified Estate Planners. The initial purpose was to educate and train estate planning professionals. Once trained the Academy would certify these selected individuals with the Certified Estate Planner designation. A majority of the successful individuals who have been awarded this designation are comprised of Insurance professionals, securities brokers, Certified Financial
Planners, Attorneys and CPA’S. In order to maintain the integrity of accredited individuals, Standards of Conduct were adopted with a Board of Review to enforce the same. |
At the beginning of 2018, the AACEP completely revamped the educational offerings.
Under the direction of the new Director of Education, Martin Beckner, JD, the AACEP developed a completely new online educational program. While the AACEP will continue to hold onsite classroom
instruction for those wishing the same, a majority of our students will be shepherded thru our Online
program. This allows the AACEP to reach a greater number of estate planning
professionals due to their hectic business schedules.
Also, in order to serve our national clients the AACEP has opened a new training center in Tampa,
Florida. The Tampa office will serve the needs of the Northeast and Southeast sections of the US. The
AACEP will still maintain our original training center in Las Vegas as we have maintained since 2003. Mr.
Beckner has been in the estate planning arena for over 40 years both as a practioner and in educational
training. He has a BS in Business from the Kelley School of Business at Indiana University and a Doctor of
Jurisprudence from the Indian University School of Law (Cum Laude). In addition to directing our
educational programs he will stand ready to handle Estate Planning inquiries from our accredited
Certified Estate Planners throughout the US.
Under the direction of the new Director of Education, Martin Beckner, JD, the AACEP developed a completely new online educational program. While the AACEP will continue to hold onsite classroom
instruction for those wishing the same, a majority of our students will be shepherded thru our Online
program. This allows the AACEP to reach a greater number of estate planning
professionals due to their hectic business schedules.
Also, in order to serve our national clients the AACEP has opened a new training center in Tampa,
Florida. The Tampa office will serve the needs of the Northeast and Southeast sections of the US. The
AACEP will still maintain our original training center in Las Vegas as we have maintained since 2003. Mr.
Beckner has been in the estate planning arena for over 40 years both as a practioner and in educational
training. He has a BS in Business from the Kelley School of Business at Indiana University and a Doctor of
Jurisprudence from the Indian University School of Law (Cum Laude). In addition to directing our
educational programs he will stand ready to handle Estate Planning inquiries from our accredited
Certified Estate Planners throughout the US.
Our Mission
- To train professional estate planners in the tools and techniques necessary to meet today's ever-changing environment.
- To provide educational instruction by trained and experienced instructors.
- To insure the quality, ethics, and integrity of estate planners so that the public will recognize and trust the American Academy designation.
- To support ongoing information sharing among estate planners and provide a network of support.