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SEMINAR AGENDAS Overview of the Pro-Seminars - Elder Planning Counselor Designation (EPC) Program partnership with the Canadian Initiative for Elder Planning Studies (CIEPS) via Online Self-Study Learning Each Module Fee - $349.00 + GST/HST. See below for information about what each module covers. View the complete in-depth description of what each Module covers here: 12th Edition EPC Module Descriptions & REGISTER NOW
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This Pro-Seminars / CIEPS EPC
Designation Online Self-Study learning program is
distributed by Pro- Seminars under a licensing agreement
with CIEPS, and the final EPC designation will be granted by
the Canadian Initiative for Elder Planning Studies (CIEPS).
Plan your future by achieving the Elder Planning Counselor Designation. Take advantage of the wealth of knowledge designed by Canadians for Canadian professionals. If you are currently interacting with or plan to interact with Canada’s largest, growing population segment, the 55-plus crowd, then you will greatly benefit by achieving the EPC mark. EPCs know and understand the issues and alternatives that are important and unique to Elder life in Canada. An EPC respects elder circumstances and confidentiality. They provide guidance and assistance in financial, emotional, spiritual and health issues with the elder’s best interests in mind. An EPC creates solutions that acknowledge the Elder’s particular concerns and challenges. They inconspicuously accommodate any age-appropriate physical challenges and impairments that the elder may have to ensure that their needs are met. Please visit www.cieps.com for more information about the complete EPC Designation program. The Pro-Seminars / CIEPS EPC Designation Online Self-Study Learning NOW, you now can achieve the EPC Designation the same way you would study for CLU, CFP, or other designations by completing modules at your own pace and receive CE credits when you successfully complete each module. The format is simple and easy to follow. The EPC program is broken down into four modules, with each module getting you one step closer to earning the highly coveted EPC Designation at your own pace. Our suggestion is for you to take either EPC Modules 1, 2 or 3 in any order. Our recommendation is to complete Module 4 last as this module ties the entire EPC Designation program together. It contains important information that will put the EPC Designation in perspective as to what is expected from you as you hold yourself out as an EPC Designation holder. Module 4 will cover Compliance, the CIEPS Code of Professional Conduct and other very important subjects that will add value to your EPC Designation. The Pro-Seminars / CIEPS EPC Designation Module Tests & CE Credits After you have read each module you can complete the online test, just like any of our other CE programs. Upon successfully passing the test, you can print your CE Certificate of Completion immediately at your computer. The Final CIEPS EPC Qualification Examination If it is your goal to achieve your EPC Designation after completing the 4 modules, you can register HERE for the final EPC Qualification Examination of 125 questions. Upon attaining a final passing grade of at least 70%, you will be granted the EPC mark by CIEPS and entitled to all the benefits that the EPC Designation provides. The EPC Final Qualification fee after you have completed the 4 EPC modules through Pro-Seminars is $175 + GST/HST . If you do not pass on the first attempt, you will be offered another opportunity to rewrite the EPC Final Qualification Examination within 90 days at an additional fee of $150 + GST/HST. In addition, upon successful completion of the final CIEPS EPC Qualification examination, you will be sent the current 4 module EPC Desk Reference materials in hard copy for your use. INFORMATION ABOUT THE EPC MODULE CURRICULUM PLEASE NOTE - Although this material makes reference to the financial advising profession, the EPC Designation program is structured for any individual or profession who is working with our aging society. The Elder Planning Counselor plays an especially important part in dealing with elders on a financial, social and health basis. Any professional who collaborates with elders will be exposed to the power of having the EPC Designation. Financial Services Professionals, Real Estate Agents, Doctors, Nurses, Healthcare workers, Caregivers, Nursing & Retirement Homeowners or employees, Social workers as well as Funeral Home Directors are only some professions and occupations that will benefit from this highly sought-after Designation. Although there are many of the previous professional disciplines who have achieved their EPC Designation, the majority are from the financial services industry. Each chapter description shows how the financial advisor will benefit from the EPC Designation. The astute professional who recognizes elder trends, wants, and needs, will have an ample supply of clients, prospects, and referrals to keep them busy. When we make reference to any statistics or facts in the materials, we use the most recent information available at the time that the current edition goes to print. For example, any facts that are referenced from Statistics Canada, are the most recent available due to their most recent surveys and research. |
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Module 1 - Aging & Health Issues 1. Situation Critical - Our Population is Aging 2. The Social Aspects of Aging 3. Successful Aging - Improving Health Span 4. Managing Chronic Conditions & Mental Health Issues 5. Dementia & Our Aging Society 6. Nutrition, Malnutrition & Elders on the Move Module 2 - Social & Psychological Issues 1. Long Term Care Issues 2. Elder Housing Options 3. Caregiving in Canada 4. End-Of-Life Planning Issues 5. Funeral Planning 6. Bereavement - Grief, Mourning & the Healing Process Module 3 - Financial Issues 1. Social Security & Health Care 2. Retirement Planning & Investing 3. Generating Retirement Income 4. Legacy Planning 5. Travelling or Moving Abroad 6. Income Tax Planning Module 4 - Communication and Other Timely Issues 1. Communicating with Elders 2. Marketing to Elders 3. Elder Fraud and Financial Exploitation 4. Elders and Ethics 5. Putting It All into Perspective |
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