CERTIFICATE IN ESTATE AND TRUST ADMINISTRATION (CETA)

The Certificate in Estate and Trust Administration (CETA) is a flexible, online/self-study program designed for professionals looking to gain foundational knowledge in the trust and estate industry. Whether you are new to the field or seeking to formalize your skills, CETA provides essential training to help you manage estates, trusts, and financial transitions (including supporting clients in decision-making).

Offered in English and covering both common law and civil law (Québec) systems, the program is ideal for professionals working across Canada.

Program Outline

• Course 1: Foundations of Estate and Trust Administration (also available in French)
• Course 2: Advanced Topics in Estate and Trust Administration
• Course 3: Estate and Trust Taxation
• Course 4: Certification Examination

Questions

Schedule a meeting with our Education team through our Calendar or education@step.ca.

Getting Started

1. Create and Activate Your STEP Canada Account
Begin your journey by creating a new STEP Canada account. After registering, you’ll receive an activation email—don’t forget to check your junk or spam folder.

2. Enroll Through the MY STEP Portal
Once your account is activated, log in to your MY STEP portal. Under the Education menu, select CETA Certificate Registration to register. We’ll process your enrollment within two business days, and you’ll receive an email with everything you need to access your course.