Description
A professional credential for trust and estate planning practice.
Accepted Requirements
- Applicants must satisfy at least one education or training pathway: an approved accredited relevant degree; a CPA, MBA, MS, PhD, or JD from an accredited institution; five or more approved specialized courses; or an accredited diploma plus an approved GAFM VIP executive education program.
- At least 3 years of relevant specialized experience.
- Annual continuing education.
- Agreement to ethics requirements.
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