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CETA1 Frequently Asked Questions

This page contains answers to your most frequently asked questions regarding STEP Canada and the course, CETA1: Foundations of Estate and Trust Administration.

What are the prerequisites for taking CETA?

Single Course: CETA1 Certificate Program: CETA1, 2, 3 + exam
Candidates who have a successful post-secondary education and/or one-year wealth industry work experience are eligible to enroll in CETA1: Foundations of Estate and Trust Administration. Candidates who have a successful post-secondary education and/or one-year wealth industry work experience are eligible to enroll in CETA1: Foundations of Estate and Trust Administration. The subsequent CETA courses must be completed in order (2, 3 + exam) as each course acts as the prerequisite for the consecutive course. Only CETA1 is offered as a single course registration.

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Who is a good candidate for CETA?

Whether you are interested in taking CETA1 as a single course or the full certificate program, both innovative offerings are 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.

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Is there an in-class component?

All CETA courses, tutorials, and exams are delivered online, through STEP Canada's electronic learning environment. There is no in-class component.

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How can I enrol?

To enroll in CETA1, please click on the following link:
advocis.ca/ALC/STEP-Canada.aspx

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How long will it take to complete?

Single Course: CETA1 Certificate Program: CETA1, 2, 3 + exam
The course length for CETA1 varies depending on personal schedule and enrollment time. STEP recommends 60-80 hours of study time for this course and offers exam sittings twice a year in September and March. Most students will complete the course within a few months of enrolling but have up to one full calendar year. Students who enroll in the complete CETA Program can finish in as little as two years, but can take as much as four years to complete the full program.

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Is CETA offered in French for Quebec Civil Code?

At this time, the initial offering of the Certificate Program is offered in English, common-law. The Quebec Civil Code will be introduced for CETA1 and CETA2 in English later in 2016. Translation into French has been recommended for future offerings.

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What are the registration cut-off dates?

Register by: For course: To write exam on:
May 19, 2016 CETA1, CETA2, CETA3, Certification Exam September 19, 2016
November 6, 2017 CETA1, CETA2, CETA3, Certification Exam March 6, 2017

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What is the cost?

Single Course: CETA1 Certificate Program: CETA1, 2, 3 + exam
CETA1: Foundations of Estate and Trust Administration - $795 CAD.

All prices are subject to applicable provincial or territorial taxes.
The CETA program consists of four components:

  • CETA1: Foundations of Estate and Trust Administration – $795 CAD
  • CETA2: Advanced Topics in Estate and Trust Administration – $595 CAD
  • CETA3: Estate and Trust Taxation – $595 CAD
  • Certification Examination: $295 CAD
Students enrolled in CETA2, 3, and the final exam must pay an annual STEP Canada affiliate membership fee of $200 CAD/year on top of course costs. All prices are subject to applicable provincial or territorial taxes.

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What are the CPD requirements for CETA students?

Single Course: CETA1 Certificate Program: CETA1, 2, 3 + exam
There are no CPD requirements to fulfill for CETA1. CETA2, 3 + exam students (affiliate status) must meet the CPD requirements as outlined by the STEP Worldwide policies found here: step.org/steps-cpd-policy

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Does CETA count for Institute of Advanced Financial Education (IAFE) continuing education (CE) credits?

Single Course: CETA1 Certificate Program: CETA1, 2, 3 + exam
CETA1 qualifies for 30 CE credits accredited by the IAFE. Only CETA1 qualifies for CE credits with IAFE at this time.

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How do I submit my CETA1 CE credits to IAFE?

Once you have successfully completed the CETA1 exam, you will receive a letter of completion from STEP Canada via Canada Post. The letter will include an IAFE accreditation code which you can then share with The Institute as proof of course completion to claim your 30 CE credits. You can expect to receive the letter of completion from STEP Canada within three weeks of receiving your exam mark.

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Is there an annual fee for students?

There is no annual fee for students registered in CETA1: Foundations of Estate and Trust Administration. Students enrolled in CETA2, 3, and the certification examination are considered affiliate members of STEP Canada and must pay an annual membership fee of $200/year while completing the certificate program. Certificate holders may choose to remain affiliate members of STEP once the certificate is achieved. Please visit the STEP Canada website to read about the many benefits offered through membership.

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What are the exam dates?

Online exams are held twice a year, every September and March. Students do not need to report to an exam center, as all exams are offered online.

CETA EXAM SCHEDULE
2016 Exam Dates September 19, 2016
2017 Exam Dates March 6, 2017

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What are the technical requirements for exam day?

You will be advised to test your computer's system requirements with those of the online proctoring system. Instructions on how to perform this test will be communicated to you through STEP Canada prior to exam day. A first attempt at this may take between 15-20 minutes to complete. It is the student's responsibility to do this test in advance of your online exam to ensure there are no surprises or unnecessary delays on exam day.

It is important that you:

  • Perform the test on the computer that you are using on exam day
  • Ensure that your machine has a working microphone *
  • Ensure that your machine has a working webcam *
  • Ensure that you have a reliable internet connection (i.e. hardwired or a dedicated, private Wi-Fi network)

* It is the student's responsibility to purchase this equipment if it is not already on their computer and ensure that the technology works. If you score poorly on the exam because you failed to perform the system test, ensure your equipment works, or follow proper protocols, STEP Canada will not grant you special considerations.

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At what time of day is the exam scheduled for, and is there a time limit to complete it?

On exam day, students must log-in to begin the exam anytime between 12:00 pm – 2:00 pm ET. Students have exactly two hours to complete the exam from the time they begin. A timer will appear on the screen once the exam has started. If a student exceeds more than two hours, the student will be asked to immediately submit the exam and answers submitted after this time will not be counted.

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What are the exam proctor environment rules?

Your online exam will be invigilated remotely through an online proctor. There is no need to report to an exam centre.

Things to be aware of on exam day:

  • Please dress appropriately as you will be proctored through your webcam
  • The exam session will be recorded
  • You will be asked to provide government-issued, photo identification
  • The name that you sign in with must match your identification
  • You will be asked to take a photo, neck-to-crown, for identification verification purposes
  • You will be asked to perform a room scan with your webcam to verify that you are alone

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What is the structure of the online exam(s)?

CETA1: Foundations of Estate and Trust Administration Exam format: two-hour, closed book, multiple choice, true/false, matching questions

CETA2: Advanced Topics in Estate and Trust Administration Exam format: two-hour, open-book, multiple choice, true/false, matching, short-answer, case study questions

CETA3: Estate and Trust Taxation Exam format: two-hour, open-book, multiple choice, true/false, matching, short-answer, case study questions

Certification Examination: Exam format: three-hour, open-book, case study questions ONLY

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What is the passing exam grade?

Students are required to achieve a minimum score of 60 per cent in order to pass an exam.

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Will I need to know the legislation for every province/territory?

Students will be asked to identify a jurisdiction (province or territory) that they are writing to. While students are expected to have a general knowledge of all legislation, they are only required to have in-depth knowledge of the jurisdiction that they choose to base their answers on. The questions will be designed in a way to allow for students to answer according to their jurisdiction.

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What happens after I complete the course/program?

Single Course: CETA1 Certificate Program: CETA1, 2, 3 + exam
Students who successfully complete CETA1 will receive a STEP Canada document of course completion. Graduates of CETA1 are eligible to continue with the CETA Program to achieve the certificate. Students who complete the full CETA program will receive a certificate of completion from STEP Canada. Graduates of CETA have many options available to them. The CETA program provides the most current and comprehensive curriculum available and employers are looking for individuals with this level of knowledge. Certificate holders may choose to remain affiliates of STEP and receive full affiliate membership benefits, or continue on to pursue the TEP designation. Please visit the STEP Canada website to learn more about bridging CETA to the TEP designation.

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Is advanced standing available for the Trust and Estate Practitioner (TEP) designation after completing the full CETA Program?

The full CETA program must be completed in order to achieve advanced standing while pursuing the TEP designation. Once the certificate is achieved, CETA program graduates have five years to enter into the STEP Canada Diploma program while maintaining their affiliate status. If these conditions are met, certificate holders will be granted an exemption from Diploma Program Course 3 (of 4), Wills, Trust and Estate Administration.

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Does enrolling in CETA make me a member of STEP Canada?

Single Course: CETA1 Certificate Program: CETA1, 2, 3 + exam
Students enrolled in CETA1 are not considered members of STEP. If students continue on to CETA2, 3 and the final examination, they will attain affiliate status membership with STEP Canada. Students enrolled in CETA2, 3, and the certification examination are considered affiliates members of STEP Canada and must pay an annual membership fee of $200/year while completing the certificate program. Certificate holders may remain affiliate members of STEP once the certificate is achieved, unless membership termination is requested. Please visit the STEP Canada website to read about the many benefits offered through membership.

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Where do I access the STEP Canada electronic learning environment?

Once you have registered and paid, you will receive a separate email advising that you have been given access to STEP Canada's electronic learning environment. To access the e-classroom, please sign-in to the secure site of STEP Canada and follow the link from the CETA webpage.

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Are group study sessions or tutorial support available?

Group study sessions and tutorial support is available. Please email education@step.ca for more information.

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What should I do if I forget my STEP Canada password?

If you have trouble accessing your STEP account, please contact the STEP Canada Education Coordinator for assistance.

Email: education@step.ca
Phone: 416-491-4949 x229

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What is the difference between the CETA program offered by STEP Canada and the CEA designation program offered by CICEA?

The Certificate in Estate and Trust Administration (CETA) program "is designed to enhance the knowledge and performance of Canadian estate administrators"… (and other professionals)… "working in the area of estates and trusts." (STEP Canada)

The Certified Executor Advisor (CEA) designation program is designed to provide candidates from the 17 professions executors may turn to in the course of their duties, with a broad, practical knowledge in all of the disciplines required to advise an executor/executrix.

CETA is an in-depth, testator — focused program for those engaged in estate settlement while CEA is a wider — ranging, executor — focused program for those engaged in estate preparation. Both courses can be immensely beneficial depending upon the objectives of each professional candidate.

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Will STEP Canada help me find a job?

While STEP Canada does not act as a placement agency, there is a Practitioner Opportunities section on our website, which lists available industry jobs that advertisers have posted to the site. Members and affiliates also receive the STEP Insider, a monthly eNewsletter which highlights the latest job advertisements. Please visit the STEP Canada website to view our latest practitioner opportunities.

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Any other questions?

Please contact education@step.ca or call (416) 491-4949 x229.

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