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& ELDER FACTS |
OF ETHICS |
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CLASS & LIVE WEBINAR SCHEDULE |
DISTANCE & LIVE WEBINAR LEARNING |
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COMPLAINTS AND COMPLIANCE
CONTACT US |
EPIC CONFERENCE | INTRODUCTION & ELDER FACTS | CODE OF ETHICS | PROGRAM CURRICULUM | HOW TO BECOME AN EPC | EPC PROGRAM DELIVERY OPTIONS & TUITION | LIVE CLASS & LIVE WEBINAR SCHEDULE | DISTANCE & LIVE WEBINAR LEARNING | VERIFIED CE CREDITS | MEET THE FACULTY MEMBERS | EPC MEMBERSHIP BENEFITS | MEMBER UPDATE | MEMBERSHIP RENEWAL | LOCATE AN EPC | GRADUATE COMMENTS | EPC DELIVERY & PRODUCT PARTNERS | MEDIA | COMPLAINTS AND COMPLIANCE | CONTACT US | FAQ'S
ENROL SECURELY HERE to Begin the EPC Journey!
TUITION INCREASING SOON – Register today, to take advantage of the current tuition of ONLY $895 + tax for the EPC Exam Preparation Live Class or Distance Learning method of attaining your EPC Designation.
ELDER PLANNING COUNSELOR DESIGNATION PROGRAM
A quote from Mr. Peter Wouters, RFG., AIAA., ARP., TEP., FLMI., RHU., CFP., CLU., CHFC., ACS., ALHC., CPCA., CHS., AFSI., EPC CIEPS Advisory Council & Faculty Chair
"Anyone interested in developing a specialty and acumen in the unique needs, wants and issues of today's and tomorrow's elder population will find this a very worthwhile program. We are confident that much of what you will learn you will not have picked up elsewhere, certainly not in a format geared to actionable items and developing deep meaningful relationships with elders, beyond the numbers and figuring out how much is enough."
Regardless of your discipline or where you operate, knowing more about the right way to handle elder clients and their issues will only make you better at what you do.
With new Regulations, proper advice and proving value for money is critical to success. An Elder Planning Counselor Designation puts you ahead of the curve.
Feedback From a Current EPC Member
Good afternoon Alex,
I just renewed for another year. Thought I would quickly share a short story regarding the use of EPC knowledge. Short version I asked about this older lady at a small restaurant I go on occasion for lunch.
She would help tidy up and then be served a meal…literally working for her lunch. I was told her spouse was in a nursing home and their modest govt pension for him were redirect there to pay for his room.
She was trying to live on $580 a month, others in the restaurant had been helping to pay her bills. When I got home to my den I sat there thinking something wasn’t right and then I remembered a class on government benefits and specifically GIS which I didn’t think she had applied for.
Long story short we got her hooked up with an advocate through a group called life spin and she is now receiving an extra $950 a month or so plus they back dated so she got an extra $2000 she feels like a queen now. We are also working on getting her some subsidized housing. None of that would have happened if I had not remembered that class held by EPC.
Patrick Kinsella EPC
Feedback From a Recent Retired EPC Member
Thank you so much for the opportunity to learn so much from your courses & information.
It truly helped me to serve my clients better & help them & their families work through health changes.
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. Our 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 a proper rapport and design practical solutions.
Our mission 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 Canadians as they age.
The Elder Planning Counselor program offers you:
Ø The most comprehensive, up-to-date educational content available in the marketplace today.
Ø Access to quality education from a company that is respected in the Financial Services Professional Development field.
Ø Educational instruction and content from many internationally recognized, qualified educators who are highly regarded in their fields
Ø Modules that are relevant and specific to your professional practice, together with the flexibility to tailor your learning towards your career objectives.
We invite you to explore our web site to learn more about our program. We are sure that you will find the Elder Planning Counselor "EPC" International Designation Program, informative, rewarding and most of all, useful to you as you interact with our aging population.
The EPC designation program is also provided through
colleges, financial firms, and other delivery partners as
well. View some of our delivery partners here -
Initiative for Elder Planning Studies Inc.
Copyright CIEPS (2020) Ltd
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