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Program checklist · Accredited Estate Planner® Education Program

Accredited Estate Planner® Education Program

American College of Financial Services · King of Prussia, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Accredited Estate Planner® Education Program
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
210809
CourseShelf checklist
CK_210809_8cefdfba
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Admissions Requirements

18 items
  1. MSFP 615
    Essentials of Life Insurance Products R
    As published: “MSFP 615 Advanced Estate Mgmt. and Planned Giving”
  2. MSFP 589
    Financial Statements and Business Valuation Analysis E
    As published: “MSFP 589 Fin Statement Analysis and Small Business Valuation (ELECTIVE)”
  3. MSFP 543
    Business Succession Strategies E
    As published: “MSFP 543 Business Succession Strategies (ELECTIVE)”
  4. CAP 539
    CAP 539 Planning for Impact in Context of Family Wealth (ELECTIVE)
    Not resolved to a course
  5. CAP 549
    CAP 549 Charitable Giving Strategies (ELECTIVE)
    Not resolved to a course
  6. MSFP 584
    MSFP 584 Executive Compensation (ELECTIVE)
    Not resolved to a course
  7. MSFP 615
    Essentials of Life Insurance Products R
    As published: “MSFP 615 Advanced Estate Mgmt. and Planned Giving”
  8. MSFP 589
    Financial Statements and Business Valuation Analysis E
    As published: “MSFP 589 Fin Statement Analysis and Small Business Valuation (ELECTIVE)”
  9. MSFP 543
    Business Succession Strategies E
    As published: “MSFP 543 Business Succession Strategies (ELECTIVE)”
  10. CAP 539
    CAP 539 Planning for Impact in Context of Family Wealth (ELECTIVE)
    Not resolved to a course
  11. CAP 549
    CAP 549 Charitable Giving Strategies (ELECTIVE)
    Not resolved to a course
  12. MSFP 584
    MSFP 584 Executive Compensation (ELECTIVE)
    Not resolved to a course
  13. MSFP 615
    Essentials of Life Insurance Products R
    As published: “MSFP 615 Advanced Estate Mgmt. and Planned Giving”
  14. MSFP 589
    Financial Statements and Business Valuation Analysis E
    As published: “MSFP 589 Fin Statement Analysis and Small Business Valuation (ELECTIVE)”
  15. MSFP 543
    Business Succession Strategies E
    As published: “MSFP 543 Business Succession Strategies (ELECTIVE)”
  16. CAP 539
    CAP 539 Planning for Impact in Context of Family Wealth (ELECTIVE)
    Not resolved to a course
  17. CAP 549
    CAP 549 Charitable Giving Strategies (ELECTIVE)
    Not resolved to a course
  18. MSFP 584
    MSFP 584 Executive Compensation (ELECTIVE)
    Not resolved to a course
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/masters-degrees-graduate-programs/aep. Captured page pages/0014.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.