Conference 2008
Press Release
Introduction
About CIEPS
Class Schedule
The EPC Curriculum
Benefit to you
FAQ's
Graduate Comments
Verified CE Credits
Meet the Faculty
Elder Facts
Elders Expect More
EPC Membership
Member Code of Ethics
Media
Program Tuition
Members
Member Board
Distance Learning
Contact Us


 


Elder Planning Counselor
EPC

 International Designation Program

 

 


Some Comments FROM recent EPC Graduates
 

Debbie Dearing, EPC
Director Advisor Development
Freedom 55 Financial
North Bay, ON

 
"This program is OUTSTANDING! It taught me...It moved me, and made me proud of my career. It enhanced my ability to grow in a specialized market."

As a Director and Advisor it is important that we build our practices by building relationships.
 
 

Jim D. Matthews, BBA., CFP., CH.F.C., EPC
Matthews McDonough Financial Planning Inc/ Freedom 55 Financial - Halifax, NS
 

"Thanks again for your hard work and dedication. I think this is a great program and one of the most worthwhile I have ever attended in the past 19 years of business!" 

 
 


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.” 
 
 
Doris Gage, EPC
Clarica - Williams Lake, BC


 

"In my 15 years of Financial Services education programs, this was by far the best I have ever attended as far as quality information, presentations & sincerity of the faculty." 
"Keep up the good work!" 

 
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.” 
 
 
Kent Foster, EPC
JBC Risk Management - Calgary, AB 

 
“It’s safe to say that I not only learned an awful lot relating to the Elder market in Canada, but more importantly I learned a lot about myself that I didn’t know before!!  Thank you.” 
 
 
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.” 

 

        

 

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

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

This web site Copyright © Canadian Initiative for Elder Planning Studies