Yes. The CEA program was written and designed to be presented on-line, using a world-class educational platform similar to those used by universities. It includes images, charts, graphs and other visuals to enhance the learning experience, and provides easy navigation through the modules.
This allows CEA candidates to move through the material at their own pace and at their convenience, including writing the exam whenever and from wherever they wish.
In addition, the curriculum is available for purchase at anytime for members or at the time of registration.
The cost includes access to the full curriculum which, unlike programs focused on one or two disciplines, provides a broad overview spanning the 17 professions executors may turn to in the course of their duties, all written by experts in their field. It also includes the 1,000 term glossary and two exam attempts, all conveniently located online, for anytime-anywhere access, using a world class educational platform.
In addition, CEA members enjoy ongoing access to the most current curriculum and glossary, use of the instantly recognizable designation, a professional diploma, a professional listing in the national ‘Find A CEA’ Directory, and use of CICEA executor calculators, articles, links and tools. The CEA Designation program has also been accredited for up to 30 hours (varies by institution) of continuing education credits with numerous regulatory bodies, including the IAFE (Advocis), the FPSC, CECAP (IIROC), CAAMP, and others.
Successful completion of this exam (70% grade or higher) will automatically trigger the following four actions:
1) your information is automatically sent to our print shop and your diploma will be delivered
within approximately ten business days
2) you will receive an email containing your CE Certificate for your records
3) you are able to write your own profile, when logged in, under 'My Account' (top right)
for our national 'Find A CEA Directory' and
4) you are immediately authorized to use the CEA Designation as a member.
Yes, your diploma will be mailed to you within ten business days of successful completion and measures 10.5” x 13”. Diplomas are not framed so you can coordinate framing with other professional designations.
This topic is covered in detail for all occupations and professions in module 7, but for the time being, consider the added value of being able to generally help executors and testators in a wider spectrum of their concerns and issues, and being able to present yourself to them with a designation which is instantly recognizable to them that you are such a professional.
There are a vast number of ways accountants add value in estate situations, with both planning and execution of executor’s duties, many of which may not have been appreciated by those in your community until now. Sixteen other professions, all working with executors and testators, will be far better educated about what you do, having taken the CEA program. This is a remarkable new network.
Appraisers provide important work in estate situations and, in a growing number of jurisdictions, the cost of a professional appraisal is seen as insurance protection from lawsuits. The professional appraiser has never been a more important member of this network. Consider now that sixteen other professions, all working with executors and testators, will be far better educated about what you do having taken the CEA program. This is a network in which you should belong.
Auctioneers play huge roles in estate situations, from contents management and liquidation to jewelry, collectibles and real estate auction, many of which may not have been appreciated by those in your community until now. Sixteen other professions, all working with executors and testators, will be far better educated about what you do, having taken the CEA program. This is a remarkable new network.
Banks are in a tremendous position to identify executors (via CSRs accepting deposits) and assist them with money management, from estate accounts to investment information and accounts for beneficiaries, to mortgages in liquidity challenged estates. The opportunities are endless but with no one currently in the branch to engage executors in the first place, these and valuable Agent for Executor services are usually provided to only about 1% of customers. Every branch can benefit with a CEA.
Bankruptcy trustees provide unique services that can change lives, yet so many people know little about them. By then, stress may have caused irreparable harm to their jobs, marriages and even their health. Many of these arise in challenged estate situations. Sixteen other professions, all working with executors and testators, will be far better educated about what you can do to help, having taken the CEA program. This is a remarkable new network and one trustees across Canada should be joining.
Corporate executors offer tremendous services for some of the most complex estates in Canada, and can be valuable associates for Certified Executor Advisors when encountering estates that are beyond the DIY executor. Sixteen other professions, all working with executors and testators, will be far better educated about what you do having taken the CEA program. It’s more than a network; it’s a huge filter.
Like banks, credit unions are in a tremendous position to identify executors but can benefit even more so from their closer relationship with members, rather than clients. Having Certified Executor Advisors in the branch is the perfect conduit between executor’s needs and the credit union’s Executor Ease services. Credit unions can further leverage this with CEAs to expand planning services with testators.
Financial Advisors can add the CEA designation to differentiate themselves as those working with executors and testators, adding considerable value while building assets, expanding their client base and identifying insurance opportunities in and outside of their practice. Any financial advisor interested in growing their practice should not ignore the massive transfer of wealth, estimated at $1.5 trillion dollars over the next 20 years (source: STEP Canada).
Funeral directors have become highly service oriented in order to build close relationships with families and further discussions about their own planning. The CEA designation is a great way to demonstrate instant recognition as someone who can provide far more than just death certificates. Sixteen other professions, all working with executors and testators, will be far better educated about what you do having taken the CEA program. When it comes to networking and marketing, there is simply nothing quite like CEA for funeral directors.
The move to specialization in the practice of law has been beneficial for clients but can be unfortunate for lawyers trying to effectively communicate their specialty and market to new clients. For those involved in estates, the CEA is a logical, recognizable solution, which also forms a network and a filter to your area of expertise. Sixteen other professions, all working with executors and testators, will be far better educated about what you do, having taken the CEA program. This is a remarkable new network.
A significant portion of the wealth in Canada is held by people aged 65 and over, yet this demographic can be difficult to engage and hesitant to act. Their executors, on the other hand, will want to minimize estate challenges of taxation, illiquidity and inequality, and they have a vested interest in facilitating discussions. Any life insurance broker / agent interested in assisting with the $1.5 trillion dollar transfer of wealth over the next 20 years (source: STEP Canada) will benefit from the CEA designation, which provides instantly recognizable value as a professional who can help executors and testators.
Mental Health Counsellors provide incredibly valuable services in estate situations, such as grief counselling, stress management and conflict resolution. Many of these services are not considered by those working in more traditional roles assisting executors, but they will after taking the CEA program. Sixteen other professions, all working with executors and testators, will be far better educated about what you do and are perfectly positioned to refer clients. This is a major opportunity for counsellors.
Those in the estates business talk a lot about the problems of estate taxes, insufficient liquidity and estate division, but don’t talk much about mortgages, which are the solution to most of these problems if the testator has already died. Sixteen other professions, all working with executors and testators, will be far better educated about the importance of what you do, having taken the CEA program. This is a remarkable opportunity for mortgage lenders to network and engage in a previously untapped market.
Many paralegals have a difficult time explaining what they do. Even industry definitions can make a person’s head spin. For those interested in working with executors and testators, the CEA program may be the defining catalyst, providing a better way to articulate what they do. Certified Executor Advisor is a perfectly clear term to average Canadians, and a perfect fit for those working in the field.
Planned Giving Officers provide valuable services for philanthropic testators intending to pass funds to charities through bequests and other planned gifts. They’re a remarkable and often untapped resource for many who may not understand the relationship between gift planning and estates, until now. Sixteen other professions, all working with executors and testators, will be far better educated about planned gifts and planned giving officers, having taken the CEA program. It’s like a super-CAGP network.
For many executors, the P&C insurance broker is one of their first contacts, particularly if the decedent’s home will be unoccupied for a period of time. It’s an opportunity to forge a relationship with executors; the person in the family with a high level of responsibility and influence, to maintain the business and expand the service offered to more clients (other family members) and across other product lines. The CEA designation is a way to demonstrate that the issues that matter to them also really matter to you.
With 106,000 realtors in Canada, it’s amazing how difficult it is for realtors to differentiate themselves. Estate sales have vastly different economic parameters and potential pitfalls than regular home sales, but realtors currently have no way of communicating their knowledge in this area. However, the 16 other occupations who have taken the CEA program are aware of these issues and will be looking for realtors who can help their executors. No doubt CEA-accredited realtors will be in hot demand.
In addition, the Find A CEA Directory enables executors and other professionals to locate you by occupation / profession and by geographical region across Canada. The networking opportunities, both nationally and locally, through CEA Round Table Meetings and co-operative events, advertising and other initiatives, provides a compelling new forum for promoting your business directly to the executor and testator community.