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Elder Planning Counselor
EPC

 International Designation Program

 


Some Comments FROM recent PROGRAM Graduates

Jacqueline Johnson, CFP., CLU., CH.F.C., EPC
Coast Capital Investments & Insurance Services - Saanichton BC

“Very well rounded, full of current information…great program.” 

 

C.T. Campbell, CFP., EPC 
Investors Group - New Westminster, BC

"Very Intense. Very pointed and highly beneficial.  After fifteen years in the business and eight years in this market, the EPC Designation program will be a great help to the focus and perpetuation of my business.” 

 

Peter Pain, EPC
Peter Pain Agencies - Vernon, BC

“On a personal note, I lost my mother 10 days ago due to Alzheimer’s.  After reading the text book and hearing the presentations, I now understand the tragedy of this illness/disease that lasted for 7 years.” 

 

Carsten Sorensen, EPC
CBS Financial Directions - Banff, AB

“Being in the Financial Services industry has afforded me the pleasure of assisting many people with their planning needs.  This program and it’s designation will significantly enhance my ability to truly make a difference in the lives of the people I work with.  My relationship with my family and friends will most certainly be enriched as well.” 

 

Deborah Curtis, EPC
Banks Financial Group - Mississauga, ON

“Please know that I found the learning experience absolutely outstanding.  The speakers were fabulous and the presentations were very effective.  I cannot express enough how valuable the EPC training experience was for me, both personally and professionally.” 

 

        

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