Certified Estate and Trust Specialist™
Institute of Business & Finance Announces a New CES™ Designee
FOR IMMEDIATE RELEASE:
Phone: (508) 277-5847
San Diego, CA, September 1, 2020 – The Institute of Business & Finance (IBF) recently awarded Tim Hayes with the estate planning designation, CES™ (Certified Estate and Trust Specialist™).
This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and what should be done after the death of a loved one. Over $50 trillion is expected to pass from one generation to another during the next half-century.
CES™ certification requires mastery of different types of trusts, ownership rules, disinheritance, probate, pay-on-death accounts, insurance, spousal restrictions, special needs, conservatorships, and managing assets. According to IBF, “There are a large number of estate planning books and courses offered. The CES™ program one of the only courses that covers all aspects of estate planning including what needs to be done after death.”
The student must pass three comprehensive exams and a written case study as well as adhere to the IBF Code of Ethics and IBF Standards of Practice as well as fulfill annual continuing education requirements. The CES™ program is designed for brokers and advisors who have clients in their 60s or older as well as those who may be providing care to an aging relative.
Read More: Estate Planning Case Study