Canadian Institute of Certified Executor Advisors (CICEA)

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

Certified Executor Advisor (CEA®) Designation

CEA Pathway

CEA® Eligibility

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.

Who Should Enrol?

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.)


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.