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Home: Courses: Estate and Trust Administration (ETA)

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19.

Back To Top Course Summary CE Chart

Estate and Trust Administration (ETA)

 

The following chapters are included in the course:

  • Estates, Trusts and Agencies
  • Wills
  • Introduction to Law: Intestate Succession
  • Probate
  • Estate Administration
  • Basics of Estate and Trust Tax
  • Legal Representation (Common Law)
  • The Administration of the Property of Others (Civil Code)
  • Introduction to Investing
  • Trust Accounting
Approximate Hours of Study**
Hours of Study 80 - 100 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

EXAM WEIGHTINGS (Common Law)
(weightings are approximate)
Estates, Trusts & Agencies 8%
Wills 20%
Intestate Succession 7%
Probate 5%
Estate Administration 20%
Introduction to Taxation of Estates & Trusts 10%
Legal Representation (Common Law) or The Administration of the Property of Others (Civil Code) 5%
Introduction to Investing 10%
Estate & Trust Accounting 15%
EXAM WEIGHTINGS (Quebec Only)
(weightings are approximate)
Estates, Trusts & Agencies 8%
Wills 20%
Intestate Succession 7%
Estate Administration 20%
Introduction to Taxation of Estates & Trusts 11%
Legal Representation (Administration of Property of Others in Quebec) 10%
Introduction to Investing 10%
Estate & Trust Accounting 14%
EXAM INFORMATION
Exams 1
Exam Format Online
Exam Duration 3 Hours
Question Format Multiple Choice
Questions Per Exam 100
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments None
ENROLMENT PERIOD
Enrolment Period 1 year †
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CSI Policies

†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

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Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.

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