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Who We Are

• Lawyers
• Trust Officers
• Financial Planners
• Accountants
• Planned Giving Professionals
• Valuation Experts

Here are some of the credentials that are required for membership in The Estate and Business Planning Council:

CPA - Certified Public Accountant
CLU - Chartered Life Underwriter
ChFC - Chartered Financial Consultant
CFP® - Certified Financial Planner
PFS - Personal Financial Specialist
MAI - Member of Appraisal Institute
ASA - Accredited Senior Appraiser
CBA - Certified Business Appraiser
BVAL - Business Valuator Accredited in Litigation
CVA – Certified Valuation Analyst
ABV – Accredited in Business Valuation
CAP - Chartered Advisor in Philanthropy

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