The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
Wednesday, December 13, 2017
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Is the STEP Canada Diploma for you?

Courses covering the major areas of estate planning expertise:

  • Law of Trusts
  • Taxation of Trusts & Estates
  • Wills, Trust & Estate Administration
  • Trust & Estate Planning

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CETA Course 1: Foundations of Estate and Trust Administration

CETA - REGISTRATION DEADLINES & EXAM DATES

Register by: For course: To write exam on:
 January 6, 2017  CETA1, CETA2, CETA3, Certification Exam  March 6, 2017
 July 18, 2017  CETA1, CETA2, CETA3, Certification Exam  September 18, 2017
 December 5, 2017  CETA1, CETA2, CETA3, Certification Exam  March 5, 2018
 June 17, 2018  CETA1, CETA2, CETA3, Certification Exam  September 17, 2018

ELIGIBILITY FOR CETA
Post-secondary education and/or a minimum of 1-year wealth industry work experience is required for entry into the CETA program.

REGISTERING FOR CETA
Students are asked to register online for the CETA courses by logging in to the STEP Canada secure website. STEP Canada members can sign-in using this link: secure/login.aspx

If you are not a STEP member, you will need to create and activate a non-member account to access the online registration area. Please use the following link to create your non-member account secure/register.aspx

PAYMENT
CETA registration fees are subject to provincial or territorial taxes. STEP Canada accepts VISA, MasterCard and American Express for online payment. If you prefer to pay by cheque, you will still need to create an online account and must submit your cheque with a copy of the automated confirmation.

E-LEARNING PLATFORM
Please note that the Certificate for Estate and Trust Administration (CETA) program will be delivered completely online. Registrants who have successfully registered and paid for the Foundations in Trust and Estate Administration Course will be given access to the e-learning classroom on November 14, 2014.

Please visit the CETA area of the STEP Canada website for more details www.step.ca

Additional questions? Contact:


Education Coordinator
education@step.ca
(416) 491-4949
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