This course is no longer eligible for CE credits. Go to to find eligible courses.

Course summary

This course explores how financial advisors can enhance their practices by learning how to advise executors.

This course consists of a slide presentation and accompanying audio. Please click Play on the audio player, and follow the audio with the slide deck, below, by manually advancing the slides.

View the presentation here.

Mark O’Farrell, BA, CFP, CLU, CHFC, TEP, CEA is president of the Canadian Institute of Certified Executor Advisors. Learn more at