How will YOU stand out?
Be Outstanding.
Become a CEA!
The CEA sets you apart from the competition. It raises the bar. It identifies you as the professional people need to get the estate transfer conversation started, and that is truly transformational.
Who is it for?
The CEA designation is designed to provide applicants with broad, practical knowledge in all the disciplines required to advise an executor / executrix. This knowledge empowers you to engage with executors; the most trusted and influential people in their testator parents’ lives and those with vested moral and legal responsibility for successful estate settlement.
Depending on your profession, you’ll want to engage executors prior to the death of their testators or at death, but either way you’ll need to be recognizable to the executor as the professional who can help them. The Certified Executor Advisor (CEA) designation makes it clear.
Modules Overview
The CEA program provides all the practical information necessary to engage with executors and their families, with each of the eight modules divided into four chapters, ensuring a seamless and easy-to-digest learning experience. Master the intricacies of the estate transfer process at your own pace and elevate your expertise and confidence with each engaging section.
Module 1
Getting Started
- Ethics
- Urgent Issues
- Funerals & Celebrations of Life
- Power of Attorney for Finance
Module 2
Duties of an Executor
- Executor Responsibilities
- Notifications
- Government Benefits
- The Big Picture
Module 3
Property
- Valuation of Real Property
- Liquidation of Real Property
- Valuation Liquidation of Assets
- Digital Assets
Module 4
Financial Considerations
- Company Benefits and Pensions
- Life Insurance Policies
- Investments and Annuities
- Business Assets
Module 5
Trusts and Charities
- Introduction to Trusts
- Types and Uses of Trusts
- Charitable Gifting
- Donations Affected by Death
Module 6
The Estate and Probate
- Applying for Probate
- Wills
- Dying Intestate
- Closing the Estate
Module 7
Estate Administration Challenges
- Stress and Counselling
- Conflicts and Dealing with Beneficiaries
- Estate Settlement Challenges
- Mistakes and Abuses of Authority
Module 8
Executor Advisory Business Case
- The Art of the Conversation
- Practice Benefits
- Economic Benefits
- Marketing Strategies
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Engage with our purpose-built platform.
Successfully pass the certification exam to earn your designation.
Complete all modules
Qualify for certification
Secure certification
Master the exam
Advance your career
With the CEA designation
Continuing Education (CE) Credits
Accredited by Industry Leading Governing Bodies
CFP Board
Accredited for 28 hours
Program ID: 325912
Most Frequently Asked Questions
A few things you should know about CEA
Ready to accelerate your professional journey?
Join other professionals already earning their CEA designation
The Certified Executor Advisor (CEA) designation is an in depth and invaluable program for any professional working with Executors or Testators. Today's estate planning landscape is more diverse than ever before comprising of unprecedented transfers of wealth, complex financial holdings, and unique family dynamics of multiple marriages. Professionals working in this sphere need to be adequately trained and the CEA fits the bill.
Still Have Questions?
We're here to help you make an informed decision. Contact us for any clarifications or details you need before making your choice!