Canadian Credit Union Association

Certified Executor Advisor Designation

The Certified Executor Advisor (CEA) designation provides the knowledge required to engage with executors; the most trusted and influential people in their testator parents’ lives and those responsible for successful estate settlement.

Why Become a Certified Executor Advisor (CEA)? 

Aging demographic

A large number of baby boomers are in their aging years, a situation which has been described by the Conference Board of Canada as “a slow-motion demographic tsunami about to hit the Canadian economy”. Be prepared to handle an increase in executor interactions at your credit union with a CEA designation.

Provide the expertise they need

Branch representatives are often the first professionals encountered by executors. As a credit union representative with a CEA designation, you’ll be clearly recognizable to the executor as the professional who can help them. Your specialized knowledge in this specific field will put them at ease and help navigate them through this difficult time.

Better business for your credit union 

98 per cent of executors or heirs intend to move their parent’s assets to another financial institution. This presents a valuable opportunity for credit union employees with a CEA designation to build clientele and grow assets.

“The CICEA course has equipped me to address estates more knowledgably, to share information proactively and anticipate questions, all with greater confidence. This is so helpful when interacting at a difficult time. I’d highly recommend this course and it is great to have the recognized designation.”

Candis Coultis, Financial Advisor, Lakeland Credit Union

For more details about the program or to register, click here.