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Elder Planning Counselor
EPC

 International Designation Program
 

 

Our recognition and accreditation speaks for itself!

 


Verified CE Credits - Applicable to the Financial Services Industry

40 CE Credits - Life License Renewal (all provinces except * Quebec & * Alberta)
30 CE Credits Advocis - Approval code CE 8965
* Alberta - 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 recognized by the Million Dollar Round Table"
 




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


Quebec Approved 40 PDU's

Conseiller en planification pour les aînés (CPA)

The Elder Planning Counsellor Designation (English) is approved by the Chambre de la sécurité financière for 40 PDUs eligible for:

10 PDUs group insurance of persons,

10 PDUs insurance of persons,

10 PDUs group savings plan brokerage,

10 PDUs general subjects.

Each participant MUST send a copy of their Certificate of Completion to CSF.

Quebec - IQPFO4-09-0132

25 PDUs - Qualifying for Level 2  Increase of Knowledge



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 seminar/program/course qualifies for CE credits." Click here to read the CFP regulations regarding your continuing education requirements.

 


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

Phone the toll free registration line 866 734-2037 OR click below
 

        

 

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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