Investing Answers Building and Protecting Your Wealth through Education Publisher of The Next Banks That Could Fail
Investing Answers Building and Protecting Your Wealth through Education Publisher of The Next Banks That Could Fail

Board Certified In Estate Planning (BCE)

What it is:

The Board Certified in Estate Planning (BCE) certification is earned by brokers, advisors and financial planners who have demonstrated expertise in dealing with estate planning.

How it works (Example):

In order to earn the BCE certification, you must first pass the BCE Credentialing Program offered by the Institute of Business & Finance (IBF).  This involves:

  • Completion of the 60-hour self-study course
  • Prerequisite of a minimum two years experience in the financial services industry

Why it Matters:

The BCE program provides a solid foundation of advanced estate planning techniques for the business professional looking to elevate their estate planning services.  It can also enhance the professional image and quality of business provided by financial professionals.

A BCE-qualified estate planner or financial professional can play an important role in planning the distribution of an estate owner's wealth.

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