CERTIFICATE IN ESTATE AND TRUST ADMINISTRATION (CETA)

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.

Course 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

HIGHLIGHTS

Complete the program
in as little as
one year.
Students have four years
from CETA 2 registration
to complete all.
Scheduled exams held
three times per year
for CETA 2–4.
A DAY IN THE LIFE

A DAY IN THE LIFE

Step into the world of a TEP professional and see how their expertise helps clients navigate complex trust and estate matters with confidence.

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