Advocis is proud to partner with 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 on-line 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.
After successful completion of the online exam, CEAs must be members in good standing with the Canadian Institute of Certified Executor Advisors, and adhere to its Code of Conduct and Terms and Conditions, which includes completing 15 hours of continuing education (CE) each year starting in their second year of membership. Continuing education should be in the areas of executor issues, estate planning and federal and provincial legislative changes.
Any one of the seventeen professions executors may turn to in the course of their duties, particularly including:
There are no pre-requisites for the CEA designation program, because candidates may come from numerous diverse backgrounds such as accounting, law, charitable giving, and as a result, no presumptions have been made as to knowledge of any one particular competence.
This course introduces the fundamentals of financial planning, and looks at concepts and applications associated with financial calculations and financial statement analysis. Contracting and family law basics are covered followed by a review of government-sponsored benefit programs.