DESIGNED FOR INDIVIDUALS ACTING IN A FIDUCIARY ROLE
Personal Fiduciary Certificate
SUCH AS POWER OF ATTORNEY, EXECUTOR OR TRUSTEE
In just two hours, learn:
• Guiding principles
• Limitations of authority
• Red flags to watch for
• How to avoid perilous mistakes
• How to prevent financial elder abuse
Available in 12 languages
Click to view: Press Release
DESIGNED FOR PROFESSIONALS ASSISTING CANADIAN EXECUTORS
Certified Executor Advisor (CEA)
The CEA designation is an on-line curriculum designed to provide practical knowledge covering all issues executors may face in the course of their duties.
Empowering dialogue prior to death with the most trusted people in testators' lives creates significant planning opportunities.
Canada Training Credit Certified.
DESIGNED FOR PROFESSIONALS ACTING IN A FIDUCIARY ROLE
Certificate in Estate and Trust Administration
The CETA program is designed to enhance the knowledge and performance of Canadians working in the area of estates and trusts.
Organizations staffed by knowledgeable estate administrators and trust officers who can skillfully manage this changing market will attract new opportunities and clients.