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IBF Designations
CES™
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Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs
Contact Daniel
Navy Federal Credit Union
Washington, District of Columbia
Phone
(703) 206-3030
Email
At a Glance
IBF Designations
1
Member Since
2020
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.