Prerequisites/Experience Required Candidate has 3 years experience in estate planning and trusts.
Educational Requirements Eligible candidates must successfully complete at least one of the following:
approved degree (graduate or undergraduate) in finance, tax, accounting, financial services, law or a CPA, MBA, MS, PhD,or JD from an accredited school or organization
5 or more approved and related courses from an AACSB ; ACBSP , Equis or ABA accredited business school, law school, or online approved law training.