The Certified Executor Advisor designation sets you apart from the competition.

It raises the bar. It makes you unique.

An executor’s job has never been harder. They must navigate digital estates, complex asset holdings, and diverse family structures.

Partner with us and equip your talent with the designation needed to successfully advise executors.

Benefits of partnering with the
Institute of Certified Executor Advisors

A seamless fully managed solution to get your people certified with full education support and reporting.
Partnership discounts and marketing allowances ensure a successful launch.
Comprehensive support to educate your team on the benefits of the CEA designation program.
CFP Board accredited for 28 hours (ID #325912).

Certified Executor Advisor Designation Program Overview

Getting Started

  • Ethics
  • Urgent Issues
  • Funerals & Celebrations of Life
  • Power of Attorney for Finance

Duties of an Executor

  • Executor Responsibilities
  • Notifications
  • Government Benefits
  • The Big Picture

Property

  • Valuation of Real Property
  • Liquidation of Real Property
  • Valuation Liquidation of Assets
  • Digital Assets

Financial Considerations

  • Company Benefits and Pensions
  • Life Insurance Policies
  • Investments and Annuities
  • Business Assets

Trusts and Charities

  • Introduction to Trusts
  • Types and Uses of Trusts
  • Charitable Gifting
  • Donations Affected by Death

The Estate and Probate

  • Applying for Probate
  • Wills
  • Dying Intestate
  • Closing the Estate

Estate Administration Challenges

  • Stress and Counselling
  • Conflicts and Dealing with Beneficiaries
  • Estate Settlement Challenges
  • Mistakes and Abuses of Authority

Executor Advisory Business Case

  • The Art of the Conversation
  • Practice Benefits
  • Economic Benefits
  • Marketing Strategies

Partner With Us Today

Get a personalized registration page

Customized communications material

100% online and self paced

8 modules, 8 quizzes and 1 exam

Your team of CEAs grows and successfully

advises executors and testators

Next steps

  • 1.
    Schedule a call with one of our Partner Onboarding Specialists.
  • 2.
    Our Specialists will help you market and promote the CEA designation internally.
  • 3.
    Communicate new enhanced service offerings to your clients.
  • 4.
    Get monthly reports on membership sign-ups and progress reports.

What Others Are Saying

Jill Sadler CEA
“It covers all areas. I knew it was really going to raise the bar of my knowledge and expertise. The curriculum of the CEA was very comprehensive.“

Most Frequently Asked Questions

A few things you should know about CEA

Have more questions?

We’d be happy to answer any questions you may have.

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