Estate Planning to Build your Business

The National Association of Financial and Estate Planning (NAFEP) offers the Certified Estate Advisor^®, CEA^®, designation. This NAFEP developed, self study training and certification program quickly and inexpensively provides valuable estate planning expertise and respected credentials to securities and life insurance reps, RIAs attorneys and CPAs. The designation is unique, is the most prestigious estate planning credential available today and is highly respected in the estate and financial planning community. Many broker-dealers and life insurance companies endorse the credential and advocate that their reps and agents complete the program before they do any estate planning or consulting with clients.

Accreditation and Credibility. The CEA^® course material has received accreditation for life insurance continuing education requirements in most states, and is accredited for Certified Financial Planner^™ continuing ed requirements (by the Certified Financial Planner Board^™). The credential itself, CEA^®, is listed by NASD (National Association of Securities Dealers) on the NASD web site CEA Listing on nasd.com). Many broker dealers endorse and, in some cases, even promote the CEA^® program to their registered rep sales force.

Benefits To Your Practice. Most financial, legal and accounting professionals can significantly enhance their image by adding this respected credential to their name, no matter what their current background. Conversing intelligently with prospects about estate planning is a major attraction to potential new clients. CEAs can then offer their other services much more easily. Often it is easier to get a new client appointment to talk about estate planning than it is to talk about your normal business. You do not have to sell estate planning. Just providing good information about estate planning to prospects greatly increases their opinion of you and places you far ahead of your competitors.

Click Here to Enrollment in the CEA^® Program

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^® The CEA and CERTIFIED ESTATE ADVISOR are registered service marks of NAFEP.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S.