Advocis, The Financial Advisor's Association of Canada is excited to partner with STEP Canada to present the first course of the CETA program, CETA1: Foundations of Estate and Trust Administration to its members.
STEP Canada's CETA offering is an online, self-study program designed for individuals who want to start or advance their career in trust and estate, and for employers who want to seize the many business opportunities resulting from today's changing demographics. The CETA1 course is designed as an introduction to the legal systems that govern trust and estate, while offering an overview of the roles and responsibilities held by trustees, personal representatives and substitute decision makers. This course offers students a detailed review of the law of wills, and the steps necessary for administering an estate, as well as an introduction to the Canadian tax rules that apply on death and the taxation of trusts.
CETA1 is offered as a single professional development course but can be pursued as part of the full CETA program, which consists of three courses with exams (CETA1, 2, 3) and a final cumulative certification examination to achieve the program certificate.
This innovative educational offering is designed to enhance the knowledge and performance of Canadian estate administrators, trust officers, junior trust officers, retail bankers, law clerks, junior associates, paralegals, wealth management sales representatives, and administrative assistants working in the area of estates and trusts.
Candidates who have a successful post-secondary education and/or one-year of wealth industry work experience are eligible to enrol.
CETA1 is an online, self-study program with a recommended 60-80 hours of study time. Students who enroll in CETA1 can complete the course within a few months, but have up to one full calendar year.
Please contact firstname.lastname@example.org should you have questions regarding CETA1 and the registration process.
The Society of Trust and Estate Practitioners (STEP) is the leading international organization for trust and estates professionals, and a preeminent provider of trust and estate education and professional development. STEP is headquartered in London, England, and has more than 20,000 members worldwide across 95 countries. STEP Canada was founded in 1998, and has over 2,300 members with eight branches, three chapters and a national office situated in Toronto. The organization is the primary educator of Canadian trust and estate professionals.
STEP aims to raise the public profile of trust and estate work as a profession, and to provide a forum for discussion and advancement of practitioner knowledge of relevant tax, accounting, administration, statute and case law through regular branch seminars, symposia, and an annual national conference. STEP Canada is also active in making representations of a technical nature to government, policymakers and related professional bodies, with the goal of promoting better understanding of trusts and estates, and improving related law and policy.
STEP is recognized for administering the Trust and Estate Practitioner designation (TEP), which is internationally acknowledged and demonstrates expertise in the field of trusts and estates. The TEP formally distinguishes qualified practitioners from non-specialists, while offering a competitive advantage to develop clientele during this exceptional age of inter-generational wealth transfer. The TEP designation can be obtained through STEP's educational program offerings via specified routes to membership, including the CETA Program which can be bridged to STEP's Diploma Program for full membership benefits.