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Elder Planning Counselor EPC ™
 International Designation Program
 


Our goal is to enrich the knowledge and understanding of professionals including Insurance and Financial Advisors, Real Estate Agents, Attorneys and Accountants, Care givers, Medical personnel and generally people who work in the 50+ age group through education on topics focusing upon the evolving and specialized needs of Canada’s citizens as they age.

The Canadian Initiative for Elder Planning Studies, believes that working with the maturing client involves a "total needs approach", and that these needs evolve from an individual's early wage-earning years and continue to change as the individual moves through the aging process. The Elder Planning Counselor EPC curriculum is a comprehensive education program designed to recognize these needs and provide you with the essential knowledge and tools that are necessary to effectively develop proper rapport and practical solutions.

The initiative offers you:

  • The most comprehensive, up-to-date educational content available in the marketplace today.

  • Access to quality education from a company that is respected in the Financial Services Professional Development field.

  • Educational instruction and content from many nationally recognized qualified educators who are highly respected in their fields.

  • Modules that are relevant and specific to your professional practice, together with the flexibility to tailor your learning towards your specific career objectives.  

 


Verified CE Credits Available

40 CE Credits - Life License Renewal (all provinces except Quebec & Alberta)
30 CE Credits Advocis - Approval code CE 8965
Alberta for 22.5 CE Credits for Life, A&S and General License - Approval code 2770 (maximum allowable)
 6 Hours Personal category for Ontario RIBO (General)
12 CE Credits Manitoba General Insurance (maximum allowable)

"Proud to be officially recognized by the Million Dollar Round Table"

Quebec

Conseiller en planification pour les aînés (CPA) - CSF03-12-0104


10 PDUs group insurance of persons,
10 PDUs insurance of persons,
10 PDUs group savings plan brokerage,
10 PDUs general subjects.

Quebec - IQPFO4-09-0132

25 PDUs - Qualifying for Level 2  Increase of Knowledge



30 hours Professional Development IDA CE accreditation meeting the criteria of IDA POLICY 6, Part III. Course ID - CECAP 00007



 30 CE Credits CFP designation maintenance credits (Technical Category)

Regarding CFP Only -

"We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and we have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this designation class qualifies for CE credits."

Click here to read your CFP regulations regarding continuing education requirements.

 

Chartered Account practicing in Ontario?  Click the image above for your requirements.


With the distance study course you will study at your own pace. (Must be completed within 6 Months)

        

 

4438 Ontario Street, Suite 203
Beamsville, ON L0R 1B5

Phone toll free 866 734-2037 Fax toll free 866 209-5111

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