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PRO-SEMINARS PARTNERSHIP WITH CIEPS FOR THE DELIVERY OF THE ELDER PLANNING COUNSELOR (EPC) DESIGNATION PROGRAM

ENROL SECURELY HERE to Begin the EPC Journey!

Overview of the Pro-Seminars - Elder Planning Counselor Designation (EPC) Program partnership with CIEPS via Distance Learning 

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. 

The Pro-Seminars “EPC” Designation Distance Learning Program 

This EPC Designation Distance Learning program is distributed by Pro- Seminars under a licensing agreement with CIEPS, and the designation will be granted by the Canadian Initiative for Elder Planning Studies (CIEPS). 

You now can achieve your EPC Designation the same way you would study and receive the CLU, CFP, or RHU financial designations...by completing segments at your own pace. (6 month maximum) 

This method of attaining your EPC Designation is designed for completion on a self-study basis.  

Upon successfully passing each segment (via a test pertaining to each segment) you will be granted an EPC Certificate of Completion attesting to the fact that you have completed that step in the process towards the final EPC Designation.  

When all four segments are successfully completed, you will have the opportunity to take the Proctored EPC Final Qualification examination.  Upon achieving 70%, you will be granted the Elder Planning Counselor Designation and from that point forward, you may use the EPC mark signifying the completion of all the requirements necessary to become a member of Canadian Initiative for Elder Planning Studies.  

Pro-Seminars EPC Module Format 

The format is simple and easy to follow.  The EPC program is broken down into four segments, with each segment getting you one step closer to earning the highly coveted EPC Designation at your own pace. We suggest 6 months to complete the process. 

Pro-Seminars EPC Designation Study Stream 

Our suggestion is for the student to take either EPC Modules 1, 2 or 3 in any order. 

However, EPC Module 4 should be taken last as this segment 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.

YOUR TUITION FEES & MISCELLANEOUS INFORMATION 

EPC Module Tuition - $395.00 + GST/HST for each module. This includes shipping and all the materials that you will need.   

EPC Module & Final Qualification Examination Rewrite Fee - $150 + GST/HST. 

EPC Final Qualification Examination Fee after the 4 EPC modules are completed - $175 + GST/HST  

Deadlines 

Although we are flexible, we recommend that the EPC students complete each segment within six months of registering. 

What Does the Student Receive? 

The student will receive the current EPC Desk Reference Module(s) that they enrolled for along with the comprehensive EPC Student Workbook that contains a copy of the EPC Designation Ppts that the CIEPS Faculty uses in a Live Class, as well as other useful information to assist you on this journey.

Review Questions 

After each chapter in the EPC Student Workbook there are a series of review questions that pertain to the information contained in each chapter. These questions do not need to be turned in. They are designed to better prepare the student for the EPC Final Qualification examination.   

EPC Module Exams 

Students must write their exam for each completed EPC Module within six months of registering. When they are ready to write their exam, they will notify us, and a proctored location will be arranged between the proctor and the student to allow the completion of the exam for each segment. The student must attain 70% to move on to the next segment. 

Only one rewrite will be allowed within 60 days of the original exam writing. Upon successful passing of the segment, the student will be granted a Certificate of Achievement for the current module passed.  

Final EPC Qualification Examination

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THE ELDER PLANNING COUNSELOR PROGRAM 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.

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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 View the Complete in-depth description of the EPC curriculum here:

12th Edition EPC Designation Curriculum