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
Daniel Collison, BA, CFP, TEP
Managing Partner I Advice2Advisors
The Program:
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
CICEA
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 CE 289351
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: IQPF24-08-0044-G
CSF accredited for 30 PDU's: 16 General,
2 Compliance, 12 Insurance of Persons. CSF14-11-32561
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
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
British Columbia Real Estate Association
18 PDP hours
Learn.
Engage.
Thrive.