FAQ's

The EPC designation program.
Designed by Canadians specifically for Canadian Professionals

A comment from a "Charter Member"

“The program delivered exactly what I sought, and more. I expected to be educated but not impassioned. I've always been a planner, and believe in planning. Unfortunately like others, client resistance to engage in the process has worn me down. No more. The EPC designation program gave me a booster shot. It is no longer optional in my practice.”

Kathryn Kruivitsky, CA, CIM, FMA, FCSI, EPC
PWL Capital, Ottawa, ON

Membership

Tuition Fee
Live Class - $995.00
Distance Learning - $1095.00

First year membership fee of $150.00 is waived upon payment of your tuition fee!

What is included?

- Complete desk reference set consisting of 3 volumes totaling approx. 1200 pages.
- an extensive reference CD
- Continental breakfast and buffet luncheon included in your tuition.
- Special dietary needs will be met.
- You will be notified of your exam mark within 10 days of writing your exam. (No waiting for weeks!)

Where does one obtain an application form ?

Must I enroll on the internet?

Not at all - simply click on the button below and you can fill out your enrollment form, print it and fax it Toll Free!

If you wish to enroll by Toll Free phone you may call our Toll Free number at 866 734-2037 and we will personally take your enrollment.

Can I pay the tuition in installments? - ONLY APPLIES TO LIVE CLASS

Yes, you may choose our payment plan option that consists of 4 equal installments.
There is a $25.00 administration fee for this option.

Note - Your exam results will be given and your designation will be granted when your tuition is paid in full.

Where are the classes held and what designation program materials are required ?

click here - for dates and locations. Due to demographics the programs will be held at Ashton College in Vancouver and Seneca College in Toronto. All designation program materials are supplied.

How long does it take to complete the program and become a step closer to attaining the EPC designation?

The self-study program is estimated to take up to 6 months. Most students also opt for the additional "Live" exam preparation program which consists of * 3.5 days. (3 days of intensive class study with the exam written on the fourth half day. (Note - Pre study required))

* Please note - It is STRONGLY recommended that all students come to the exam preparation program ONLY after reading and becoming familiar with the Three Volume Desk Reference set. The exam preparation program is a fast-paced, intensive review seminar series coupled with additional review sessions and homework assignments. The self- learning program may be completed at your own pace, up to the 6 month time limit for completion.

Your designation is awarded immediately upon passing the 125 question multiple choice exam.

What are the pre-requisite requirements ?

An interest in obtaining knowledge pertaining to the fastest growing segment of our population! Most students and graduates have an existing professional accreditation.

When and where does one write the exam and how long an exam is it ?

The exam will be written at the live exam preparation class event on the last day. There will be 3 hours allotted. Our experience has shown that the actual writing time is somewhere between 1.5 and 3 hours.

Distance learning students who cannot make it to one of the exam preparation class sites will have the exam administered at a location as close to them as possible.

Distance Learning students may write their exam in most major cities!

What happens if I fail the exam?

If you do not attain 70% on your exam you will be required to rewrite. There is a $100.00 fee to rewrite.
You will be allowed a maximum of 2 rewrites within 6 months. Unsuccessful candidates will then have to retake the program.

When do I pay? (live exam preparation classes only!)

Payment for the program is due immediately upon registration. Also please be advised that should you pass your exam and your tuition payment is not complete your designation and certificate will not be awarded until such time as your full tuition payment is complete.

Live exam preparation Class Cancellation Policy effective January 16, 2008

Tuition fees are processed immediately upon registration.

If you cancel your enrollment for the live exam preparation classes
You may transfer to another "Live" exam preparation class.

Alternatively, you may transfer to the Elder Planning Counselor Distance Learning Program at an additional cost of $100 + GST to cover the cost of the DVD set of the live presentations that we will send you to assist in your study.

You may transfer your enrollment to someone else.

If you choose to cancel completely within 14 days of your scheduled class without registering for another Live exam preparation Class or Distance Learning Program, you will be charged a cancellation fee equal to 50% of the tuition paid for the program. All materials must be returned unused in original packaging.

Are Verified education credits available? - Yes! Click here for details

Why should I attain my EPC designation?

You should attain this highly sought after designation if you sincerely want to help our elder population.
You should attain the EPC designation if you are currently working with or want to work directly with elders.
You should attain your EPC designation if you want to improve yourself as a professional businessperson.
You should attain your EPC designation if you want to enhance your existing designation/s with a demonstrated and tested specialty in elder planning issues.

What does it take to become an EPC?

All that is required is to register for the next training program. If you need to travel, you should make your travel and accommodation arrangements. (Please check with us prior to making flight arrangements)

How will being a member of Canadian Initiative for Elder Planning Studies help me?

The EPC designation program will help train you to become a specialized professional who can deal with elders. You will have the training and skills to know what to look for when dealing with elders. You will have success with the elder population where your peers do not!

Will the EPC designation help me gain credibility with my elder clients?

Yes, definitely! After you have earned your designation, you will have the education and training that your elder clients and prospects will respect.

Your elder clients and prospects will know that you care about them and have taken the time away from your business to learn about their wants and needs.

You will understand the unique opportunities that you will have with the elder population, by keeping current with the many developments in this challenging field.

You will join the ranks of other professionals representing various disciplines who are recognized by a growing number of organizations as specialists in the needs and issues unique to elders.

The elder population will know that you are competent and very capable and familiar with the process that is required to solve their problems.

What is in it for me? How can attaining my EPC designation help build my business?

You will be recognized in the elder community as an individual who will become known as a problem solver who can take action.

Referrals will be a natural result for the individual who has dedicated their time to achieving their EPC Designation.

Who makes up the Canadian Initiative for Elder Planning Studies faculty?

All of our instructors are recognized as experts in their fields. Many of the faculty members are international speakers and educators, specialists in their fields.

When you have successfully attained your Elder Planning Counselor Designation, you are identified as a knowledgeable and skillful professional who can suggest alternatives to address the problems of elders.

An elder’s lifestyle and well-being is improved dramatically when they deal with an individual who has their EPC.

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

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