What is an estate planner and how to become one

Key steps to become an estate planner

1. Explore estate planner education requirements

   Most common estate planner degrees

   Bachelor's

   64.3 %

   Master's

   14.3 %

   Associate

   9.5 %

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2. Start to develop specific estate planner skills

   Skills	Percentages
   Financial Products	26.88%
   Financial Analysis	18.88%
   Term Care	12.39%
   Life Insurance	12.33%
   Annuities	7.38%

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3. Complete relevant estate planner training and internships

   Accountants spend an average of 1-2 years on post-employment, on-the-job training. New estate planners learn the skills and techniques required for their job and employer during this time. The chart below shows how long it takes to gain competency as an estate planner based on U.S. Bureau of Labor Statistics data and data from real estate planner resumes.

4. Research estate planner duties and responsibilities

   • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
   • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
   • Develop fee-based blotter reporting program to address AUM reporting and compliance suitability.

5. Apply for estate planner jobs

   Now it's time to start searching for an estate planner job. Consider the tips below for a successful job search:

   1. Browse job boards for relevant postings
   2. Consult your professional network
   3. Reach out to companies you're interested in working for directly
   4. Watch out for job scams