Certified Estate Specialist – Financial Advisor Tim Hayes

FOR IMMEDIATE RELEASE:
Contact:
Tim Hayes
Phone: (508) 277-5847
Email: tim.hayes@cambridgeresource.com

Institute of Business & Finance Announces a New CES™ Designee

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.

ABOUT THE INSTITUTE OF BUSINESS & FINANCE – Founded in 1988, IBF is a nonprofit provider of financial education and designations to members of the financial services
industry. IBF is the fourth oldest provider of financial certification marks in the United States. In 1988, IBF launched its first certification program, CFS® (Certified Fund Specialist®). Today IBF
offers four additional financial designation programs: CAS® (Certified Annuity Specialist®),
CES™ (Certified Estate and Trust Specialist™), CIS™ (Certified Income Specialist™) and CTS™
(Certified Tax Specialist™).

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Tim Hayes

Tim has offices located in Boston and South Dartmouth, Massachusetts. He is licensed to handle securities in six states, including Massachusetts, Rhode Island, New Hampshire, Connecticut, Maine, and Florida. Moreover, he can provide investment advisory and financial planning services to clients in all 50 states.

Book a Free Virtual or In-Person Consultation with Tim!

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