ChSNC and AEP

Working Towards New Goals: Chartered Special Needs Consultant & Accredited Estate Planner (ChSNC and AEP)

As an experienced financial advisor who has already obtained the CFP®, CLU®, and ChFC® credentials, I am always looking for ways to enhance my knowledge and skills in order to better serve my clients. Two designations that I am currently working towards are the Chartered Special Needs Consultant® (ChSNC®) and Accredited Estate Planner (AEP®).

Chartered Special Needs Consultant ChSNC

The ChSNC® designation is awarded by the American College of Financial Services to those who have completed a rigorous program of study in the field of special needs planning. This designation is particularly important to me because I have seen firsthand the challenges that families with special needs children face in terms of financial planning. The ChSNC® curriculum covers topics such as government benefits, legal and financial planning strategies, and the unique emotional and social needs of families with special needs children.

One of the most valuable things I am learning in my ChSNC® coursework is the importance of comprehensive planning for families with special needs children. This means looking beyond just the financial aspects and taking into account the individual needs and goals of each family member. I am also learning about the different government programs that can help families with special needs children, such as Social Security Disability Insurance and Medicaid, and how to navigate the complex rules and regulations that govern these programs.

Accredited Estate Planner AEP

The National Association of Estate Planners & Councils awards the The AEP® designation to those who have demonstrated a high level of knowledge and expertise in estate planning. Estate planning is an important part of financial planning, so a person’s assets are distributed according to their wishes, and that their loved ones are taken care of after they pass away. The AEP® curriculum covers topics such as estate and gift tax planning, asset protection, and charitable giving.

In my AEP® coursework, I’ve learned different strategies that can be used to minimize estate and gift taxes, such as setting up trusts and making charitable donations. I am also learning about the importance of asset protection and how to help clients ensure their assets are safe from creditors and other threats. Finally, I’ve learned about the various charitable giving vehicles available and how they can be used to achieve philanthropic and financial goals.

Overall, working towards these designations has been an incredibly rewarding experience for me as a financial planner. The knowledge and skills that I am gaining will enable me to better serve my clients and help them achieve their financial goals. I am excited to continue my studies and to become a ChSNC® and AEP®, and I look forward to using what I have learned to make a positive difference in the lives of the families I work with.

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Last updated: November 6, 2023
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