Why become a Certified Executor Advisor

Though the boomer generation was born from 1947 to 1967, the huge surge in Canadian births began in 1937, and those people all turn 80 in 2017.  The testator era isn’t coming soon; it has arrived.  The Conference Board of Canada called the massive wave of births “a slow-motion demographic tsunami, about to hit the Canadian economy”.  This is one wave you don’t want to miss!

The CEA designation is designed to provide applicants with broad, practical knowledge in all of the 17 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.

The CEA is a great complement to many professional designations such as LLB or JD, CPA, or CFP, as it demonstrates specialized knowledge in this specific field.  The national Find A CEA directory ensures you’re visible to executors and the 16 other CEA professions.  With 17 professions in 13 jurisdictions, the Certified Executor Advisor Network (CEAN) will evolve into the largest professional networking organization in Canada.  The amazing convergence of events makes this the opportunity of a lifetime.

"I have been referring financial advisors to CICEA from the moment I first came in contact with the organization – many years ago. Not only is the technical component of the course invaluable to advisors and their clients, but it is undeniably one of the best courses for training advisors on how to gain new clients through referrals and introductions, brought about through the estate planning discussions. Whether you’re a rookie advisor or a veteran in the industry, the CEA designation will absolutely help you grow your business."

Daniel Collison, BA, CFP, TEP
Managing Partner I Advice2Advisors

The Program:

CICEA Curriculum module - Executor Advisor

To inspire people to take action and transform your practice, you must
'Be Transformational'!

A short interview with our president explaining why you should become a CEA

Engaging Executors Crucial to Greatest Wealth Transfer in History
Mark O'Farrell

Challenging Dynamics for Executors;
Boom or Bust for Advisors?

Our president explains
the value proposition
for Appraisers at the
International Valuation Conference

The CEA Designation course has been awarded continuing education credits from the following Institutions:

Institute – Certified (Advocis) for 30 hours
25 Financial Planning, 4 Practice management and 1 Ethics

FP Canada - Accredited for 30 hours (25 Financial Planning and 5 Practice Management) ID: 11071

MPC accredited for 8 AMP CE units in the professional development category

For CPA and other accounting CE, 30 is recommended

15 PD Credits & 1 Compliance

CIRO (formerly IIROC) 24-0022 - Accredited for 20 PD Credits +1 CM - Cycle 10

Insurance Council of Manitoba - 4 CE Credits

IQPF accredited for
15 PDU (SFPA) & 1 PDU (SC)
Accreditation number: IQPF22-10-0009-G

CSF accredited for 30 PDU's: 21 general subject, 1 compliance, 8 Insurance for persons.

Appraisal Institute of Canada - 12 guaranteed continuous professional development credits

Insurance Council of Saskatchewan

30 CE Credits

PFP® Designation
Professional Development: 27
Ethics and Compliance: 1
Alberta Accreditation Committee

30 credits (LIFE) - Course ID#65008

Canadian Counselling and Psychotherapy Association

code #64944414

Total of 30 CE Credits
(25 Financial Planning Credits, 4 Practice Management Credits, 1 Ethics Credit)

MFDA #1000000313, Activity #11071,
PD credits: 25

Insurance Council of British Columbia,
30 credits is recommended