FINANCIAL AND ESTATE PLANNING COUNCIL OF METRO DETROIT, INC.

Application Form

Membership in Financial & Estate Planning Council of Metro Detroit is $165 annually. There is a discount if you apply within 30 days of attending an event as a guest (excluding the golf outing). You will be notified of payment instructions upon approval of your application.

Please review the following membership levels and select the option of your choice below in the application.

Full Membership:   Must be actively engaged in the field of estate and business planning for at least three (3) years immediately preceding application.   Any officer of a bank or trust company, attorney, CPA, EA, CLU, CFP®, CPCU, ChFC, PFS, AEP®, CFA, CAP, CTFA, CFRE, AFP, P&C accepted credentials, or the holder of a masters degree in business, finance, tax or accounting who is directly involved in estate and business planning may become a Full Member of the council, subject to the recommendation of the membership committee, approval of the board of directors and full payment of dues for the fiscal year during which the person is admitted.  The application for membership must bear the recommendation/sponsorship of two Full Members, one from the primary practice area of the applicant and one from a different practice.  Only one recommendation in support of membership may be from a member with the same employer as that of the applicant.  A Full Member shall have the privilege to vote, sponsor new members, and hold office. 

Associate Membership:  Applicants who are directly involved in estate and business planning, estate administration or are employed in professions that support estate planning and administration but do not have the required degrees and/or credentials to qualify for Full Membership may be eligible for Associate Membership in the council.  Associate Membership is subject to the recommendation of the Membership Committee, approval of the Board of Directors and full payment of dues for the fiscal year during which the person is admitted.  The application for membership must bear the recommendation/sponsorship of two Full Members, each from separate practice areas.  Only one recommendation/sponsorship in support of membership may be from a member with the same employer as that of the applicant.  Associate members cannot vote, sponsor new members or hold office.

Student Membership:  A student enrolled in an accredited university is eligible for Student Membership upon the recommendation of the Membership Committee, approval of the Board of Directors and full payment of dues for the fiscal year during which the person is admitted.  Student Members are eligible for a 50% reduction in dues for a maximum of 2 years.  At the end of the second year the Student Member will be required to apply for membership as a Full or Associate Member under those defined guidelines.  The application for Student Membership must include a copy of verification of University/College enrollment.  Student members do not require recommendations or sponsors.  Student members cannot vote, sponsor new members or hold office.

Financial and Estate Planning Council of Metro Detroit, Inc. is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.