Estate Planning Courses and Certification
Canadian CEA Designation
The Canadian Institute of Certified Executor Advisors (CICEA) to bring advisors the CEA® designation program, the first and only executor-facing designation in Canada. The CEA is an online curriculum designed to provide advisors with a practical level of knowledge covering all the issues executors may face in the course of their duties. Advisors learn how to engage with executors; the most trusted and influential people, with legal responsibilities for effective estate settlements.
Who Should Enroll?
Any one of the seventeen professions executors may turn to in the course of their duties, particularly including:
- Financial Advisors concerned with the imminent erosion of AUA caused by death, or those wanting to build their assets under administration and expand their client bases, and/or those involved in practice succession wanting to bring in a new generation of clients to align with the new generation of advisors
- Insurance Advisors wanting to engage executors prior to the death of their testator parents to review liquidity issues arising on death (capital gains, deemed dispositions, recaptured depreciation, etc.) and estate planning opportunities (business succession, charitable gift structures, equalization, etc.)
Learning Objectives
To be able to engage with Canadian executors to raise their awareness of the risks, roles and responsibilities involved in being an executor / executrix / estate trustee / liquidator.
CEAs do not act as executors but rather as advisors to appointed executors in order to guide them away from problems and toward the professional expertise their situation requires. Intestacy is one of our great challenges and executors, the most trusted and influential people in their testator parents’ lives, are ideally positioned to ensure these and other problems are resolved before it’s too late.
Delivery
Self-study: This is designed as a self-study course, with success highly dependent on the student’s personal discipline.
Access: Candidates can access the learning platform from any electronic device at anytime, anywhere internet connectivity is available.
