- Advocacy
- Education
- Chapters
- Membership
- FORUM
- Find an Advisor
- About Us
Home Partner Programs Canadian Institute of Certified Executor Advisors (CICEA)
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.
“It’s been helpful in so many ways… This is just one more step in helping my clients. The course itself is of great value. It’s always updated and I use it all the time.”
— Donald Couse, CFP, CLU, CHFC, EPC, CEA
“This course was leaps and bounds easier to understand than my previous education agenda – I particularly appreciated the encouragement on the last line of the intro – “Have fun”
— Susan Lawrence, CEA
“The Certified Executor Advisor (CEA) designation offered by the CICEA, is an in depth and invaluable program for any professional working with Executors or Testators. Professionals working in this sphere need to be adequately trained and educated and the CEA fits the bill.”
— Scot Dalton, CEA, CEO of ERAssure Executor Liability Insurance
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.
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.
Format: Online learning and exam
Pre-requisites: None
CE Credits: Approved for 30 with Advocis (IAFE), FP Canada, IIROC, AIC (Alberta), CSF (Québec) and recommended by CPA Canada, 16 with IQPF (Québec), 8 with Mortgage Professionals Canada and ICM (Manitoba). Credits are pending with RIBO and other organizations.
Additional Material: None
Completion Requirements:
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.
NOTE: The CEA designation was certified and now qualifies for refundable tax credits with the Canada Training Credit and the Ontario Jobs Training Tax Credit. For more information please contact info@cicea.ca.
CEA designation program: Non-members: $1,495 plus taxes, Members: $1,295 plus taxes
Renewal fees:General members: $295 plus taxes, Chapter members: $495 (Optional) plus taxes
General membership includes ongoing access to the updated curriculum, the 1,000+ term glossary, tools, resources and proprietary executor-focused calculators and a professional listing on the national Find A CEA directory.
Chapter membership includes all of the benefits of general membership plus being a member of the CICEA regional chapters which will hold meetings for social and business networking with the 17 CEA professions and provide expert speakers on executor issues.
Included with your registration is your first year of membership. Renewal fees will be processed the following year from the date of registration.
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.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Join us for another year of benefits, resources, and
access to your professional association.
Click below to download resources.
Send an email to ce@advocis.ca.
Click below to download resources.
Contact Sue Bailey, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Start strong in your career as an advisor with the advantage of the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
Our Registration Portal is undergoing maintenance. You may experience issues when registering for a course or program.
Please email Member Services or call us at 1-877-773-6765 for assistance.
Develop the skills to build and express the value of your advice
with the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca.
This website stores cookies on your computer. These cookies are used to collect information about how you interact with our website and allow us to remember you. We use this information in order to improve and customize your browsing experience and for analytics and metrics about our visitors both on this website and other media. To find out more about the cookies we use, see our Privacy Policy.
If you decline, your information won't be tracked when you visit this website. A single cookie will be used in your browser to remember your preference not to be tracked.