Advocis, The Financial Advisor's Association of Canada is excited to partner with STEP Canada to present the first course of the CETA program, CETA1: Foundations of Estate and Trust Administration to its members.

Certificate in Estate and Trust Administration 1: Foundations of Estate and Trust Administration (CETA1)

About CETA1

STEP Canada's CETA offering is an online, self-study program designed for individuals who want to start or advance their career in trust and estate, and for employers who want to seize the many business opportunities resulting from today's changing demographics. The CETA1 course is designed as an introduction to the legal systems that govern trust and estate, while offering an overview of the roles and responsibilities held by trustees, personal representatives and substitute decision makers. This course offers students a detailed review of the law of wills, and the steps necessary for administering an estate, as well as an introduction to the Canadian tax rules that apply on death and the taxation of trusts.

CETA1 is offered as a single professional development course but can be pursued as part of the full CETA program, which consists of three courses with exams (CETA1, 2, 3) and a final cumulative certification examination to achieve the program certificate.

Upon completion of the CETA1 course, students will be able to:

  • Compare the roles and responsibilities of personal representatives, trustees, agents, and substitute decision makers
  • Determine the validity of a testamentary document
  • Identify, value, and safeguard estate assets and liabilities
  • Identify the beneficiaries of an estate
  • Identify the tax returns required on death
  • Ensure that estate and trust administrative records are maintained
  • Calculate the compensation for personal representatives
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Format: Online learning & two-hour exam

CE Credits: 30 CE credits accredited by the Institute of Advanced Financial Education (I.A.F.E)

Additional Material: None

Completion Requirements:

  • Passing mark is 60%
  • Completion of one online exam (100% of overall mark)

Exam: STEP Canada offers two exam sittings annually, in both September and March. The format of the exam is 100 multiple choice, true/false, and matching type questions. After you have written the exam, you will receive notification of your exam results through STEP Canada's eLearning site.

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  • Study material (11 chapters)
  • Self-assessment quizzes
  • Sample exam questions
  • Unlimited access to content
  • A one-hour tutorial session with a subject matter expert held before each exam sitting
  • Social media networking
  • Q & A reference
  • One exam attempt
  • Letter of completion will be sent to candidates who pass the exam
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CETA1 is an online, self-study program with a recommended 60-80 hours of study time. Students who enroll in CETA1 can complete the course within a few months, but have up to one full calendar year.

Self-study: This is designed as an online, self-study course, with success highly dependent on the student's personal discipline. Students will need to review the material, complete the self-assessment chapter quizzes and sample exam to confirm their understanding.

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CETA1: $795 CAD + provincial/territorial taxes.

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Who Should Enrol?

This innovative educational offering is designed to enhance the knowledge and performance of Canadian estate administrators, trust officers, junior trust officers, retail bankers, law clerks, junior associates, paralegals, wealth management sales representatives, and administrative assistants working in the area of estates and trusts.

Eligibility

Candidates who have a successful post-secondary education and/or one-year of wealth industry work experience are eligible to enrol.
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