Certified Executor Advisor (CEA) Designation Program

Build Your Estate Expertise. Better Support Clients Through Every Stage.

Build Your Expertise in Estate Preparation and Settlement — Earn 28 CFP® CE Hours

The Certified Executor Advisor (CEA) designation is an online program designed to provide financial professionals with practical knowledge of the issues executors may face throughout the estate settlement process.

The program provides a broad understanding of executor responsibilities and the financial, legal, tax, insurance, trust, property and other considerations involved in estate preparation and settlement. For financial planners, this knowledge can help you better support clients, executors and families through important estate and wealth-transfer decisions.

The CEA program is 100% online and self-paced and includes eight learning modules, eight quizzes and a certification exam. Participants can earn 28 hours of CFP® continuing education.

FPA Advantage

Estate planning doesn't end when the plan is created. Financial planners can play an important role in helping clients prepare for the eventual transfer of their estates and in supporting executors and families through the settlement process.

Earning the CEA designation can help you deepen your understanding of the executor's role, identify important planning conversations before a death occurs, collaborate more effectively with other professionals involved in estate settlement, and strengthen relationships across generations.

FPA members receive $200 off the CEA designation program, reducing the cost from $1,395 to $1,195 with code FPA.

Benefits

• Earn 28 hours of CFP® CE
• 100% online, self-paced program
• Eight modules covering executor duties, property, financial considerations, trusts and charities, probate, estate administration challenges and more
• Ongoing access to the fully searchable CEA curriculum
• Access to a 1,000-term glossary, resources, tools and executor-focused calculators
• Professional profile in the national Find a CEA Directory
• Networking opportunities with Certified Executor Advisors across the U.S.
• Build knowledge to better support clients, executors and families through estate preparation and settlement