Will your assets pass away with your clients?

Over 1,000 Canadians turn age 65 every day in Canada. Perhaps more surprising is that while $1.5 Trillion is expected to change hands in the next 20 years, only 70% of Canadians have a valid and updated Will.

The Certified Executor Advisor Designation (CEA) offered by the Canadian Institute of Certified Executor Advisors is the only designation of its kind that prepares professionals like you to help clients as they get called upon to settle an estate, which helps keep assets where they belong - with you. In fact, according to Investor Economics, only 2% of heirs will keep assets with their parent’s advisors.

How will I benefit by completing the CEA?

• Assist executors in settling an estate
• Keep assets with you while helping attract new clients
• Learn how to identify testator insurance opportunities
• Differentiate yourself from other professionals
• Join our online CEA Directory
• Complete and unlimited access to our proprietary executor and testator planning tools

Testimonials

"The Canadian Institute of Certified Executor Advisors certification program trains professionals to meet the fundamental need of a great many people: to have their estate well looked after following their death. Few individuals understand the range and complexity of the issues involved and the Institute does an excellent job of covering these in a clear and concise manner”

Mr. Donald A. Stewart, F.I.A., F.C.I.A.
Head of the Canadian Taskforce on Financial Literacy

"With the aging population, the role of executor is becoming more frequent. The study course for the CEA designation will provide a much needed source for the executor and their role of settling estates properly, efficiently and with less chance of litigation. This course offers insight into all areas of settlement and should be a must for anyone who is directly or indirectly involved in this facet of financial planning."

Allan T. Grantham, CFP, TEP, CEA
Recent CEA graduate, Halifax, N.S.

Click here to learn more about the CEA designation and how you can sign up today. To book a speaking engagement with your company or Advocis chapter, email: info@cicea.ca

Thank you,

Mark O'Farrell, BA | CFP | CLU | CHFC | TEP | CEA
President
The Canadian Institute of Certified Executor Advisors
www.cicea.ca

Tell me more
about the CEA
53 chapters in 7 modules,
1 exam, All conveniently
online, Earn 30 CE credits
LEARN MORE

Sign up today and use coupon
code Love2014 for 14% off. This is a limited
time offer and expires on March 1, 2014.