The Society of Trust and Estate Practitioners is the leading international organization for trust and estate professionals.
Wednesday, April 24, 2019
Is the STEP Canada Assessment by Exam 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


CETA Course 2: Advanced Topics in Estate and Trust Administration

Completion of CETA1: Foundations of Estate and Trust Administration OR by exemption from CETA1.

STEP Canada will grant students an exemption from CETA1: Foundations of Estate and Trust Administration if the student has completed the Estate and Trust Administration course, through CSI, within the past 5 years.

To download the exemption form, please click here

NOTE: If applying for the exemption, you must wait to be approved before continuing to the CETA registration process. Confirmation of approval will be sent via email.

FEES The course fee for CETA2 is $595 + applicable taxes. This includes access to the online classroom and one online exam attempt.

In addition to the course fee, students are required to become an Affiliate of STEP Canada while completing the program. The Affiliate fee is $200 + applicable taxes (calculated on 50% of the fee). For membership benefits, please see membership/benefits.aspx.

REGISTERING FOR CETA Students are asked to register online for the CETA courses by logging in to the STEP Canada secure website. From there, please go to the CETA tab on the left-hand menu and click “How to Enroll”.

If you already have an existing login, please sign-in using this link and proceed to the CETA tab: secure/login.aspx

If you do not have an existing profile, 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

Please note exam date:

 For course:  To write exam on:
 CETA1, CETA2, CETA3, Certification Exam  March 5, 2018
 CETA1, CETA2, CETA3, Certification Exam  September 17, 2018
 CETA1, CETA2, CETA3, Certification Exam  March 4, 2019
 CETA1, CETA2, CETA3, Certification Exam  September 16, 2019

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. Access to the e-classroom will be given to students once payment has been received.

E-LEARNING PLATFORM Please note that the Certificate for Estate and Trust Administration (CETA) program will be delivered completely online, including exams and proctoring.

Please visit the CETA area of STEP Canada website to register and for more details including rules, regulations, and policies. contactceta3.aspx

Additional questions? Contact:

Education Coordinator
(416) 491-4949
Copyright 2002 — 2019  The Society of Trust and Estate Practitioners (STEP)