Institute of Business & Finance Announces a New CES™ Designee

San Diego, CA, Feb 17, 2023, ZEXPRWIRE, The Institute of Business & Finance (IBF) recently awarded Christopher Hensley 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 is one of the only courses that covers all aspects of estate planning including what needs to be done after death.”

The student must pass two 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 non-profit 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 six additional financial designation programs: CAS® (Certified Annuity Specialist®), CES™ (Certified Estate and Trust Specialist™), CIS™ (Certified Income Specialist™), CTS™ (Certified Tax Specialist™), CSS™ (Certified Social Security Specialist™), and CDS™ (Certified Divorce Specialist™).

Media Contact:
Maria Perez-Huff
Phone: (713)804-5886
Email: [email protected]

The Post

Institute of Business & Finance Announces a New CES™ Designee

first appeared on ZEX PR Wire

Information contained on this page is provided by an independent third-party content provider. Binary News Network and this Site make no warranties or representations in connection therewith. If you are affiliated with this page and would like it removed please contact [email protected]


Stock Forecast provides valuable resources for investors

Tirajana, Spain, 6th August 2022, ZEXPRWIRE, When it comes to investing in the stock market, knowledge is power. That’s why it’s so important for...

Airplus Refrigeration Offers Premium Commercial Ice Machine Rental Services in Los Angeles

The refrigeration service provides businesses a hassle-free ways to ensure an uninterrupted supply of ice Los Angeles, California, 28th September 2023, ZEX PR WIRE, Airplus Refrigeration,...

Cambridge Home School Online Recruits New MA/MSc/Ph.D. Qualified Teachers to Provide Exceptional Teaching Support to Students

The online British school focuses on helping students grow in all facets of life as they transition from Key Stages 2 and 3 to...

Turkey Visa For Indian, Vanuatu, Philippines, Pakistan, Nepal Citizens

Turkey Visa for Indian Citizens Chattogram, Bangladesh, 12th February 2024, Indian passport holders frequently visit Turkey. In 2013, the Turkish government implemented an online system...

A New Book That’ll Change Your Perspective And Help Lead A Better Life — The Art Of Finesse

Penned by Finesse Levine, the book has some great insights from someone who has spent 25 years in the entertainment industry. United States, 13th Sep...

James Kenton Spearheads Innovative Energy Efficiency Program in Tennessee with MetalMan Roofing System

Metal roofing expert introduces a cutting-edge solution for enhanced sustainability and cost savings. Mt. Juliet, TN, 20th July 2023, ZEX PR WIRE, Renowned metal roofing expert,...

Every day is a new day and a new beginning at ‘THE WEEK& Resort.’

– a new paradigm with the concept of an ‘Urban Lifestyle Resort’ that utilizes the advantages of both hotels and resorts – 10 minutes from...

Join the Battle with Kelley Bell: Help Danny Gallucci Triumph Over Cancer

Support Kelley Bell and join the battle to help Danny Gallucci triumph over cancer. Together, we can make a difference and empower his journey...