The Toronto-based Financial Advisors Association of Canada (a.k.a. Advocis) has partnered with the Brampton, Ont.-based Canadian Institute of Certified Executor Advisors (CICEA) to make the institute’s certified executor advisor (CEA) designation program available to Advocis members.
The online curriculum for the designation educates financial advisors on the issues that executors may face in the course of their duties, thereby allowing advisors to provide support to those executors.
“We are proud to announce our new relationship with the [CICEA],” says Greg Pollock, president and CEO of Advocis, in an announcement released on Wednesday. “The CEA designation wonderfully complements our existing educational offerings, which are all available on the Advocis Learning Centre.”
Adds Mark O’Farrell, president of CICEA, in the statement: “CICEA is looking forward to an ongoing partnership with Advocis, which will make the [CEA] designation available to the thousands [of advisors] within the association’s national network. We believe this exciting development will assist industry firms in approving the CEA for use by their advisors.”
The CEA program has been accredited for up to 30 hours of continuing education credits with organizations such as the Institute for Advanced Financial Education, the Financial Planning Standards Council, the Continuing Education Course Application Process and the Canadian Association of Accredited Mortgage Professionals.