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Elder Planning Counselor
EPC

 International Designation Program
 

 

Why choose the Elder Planning Counselor (EPC) Designation Program? 

A quote from Mr. Peter Wouters, Faculty Chair CIEPS

“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.”

  1. The first all Canadian Elder educational Designation program in Canada which was designed by Canadians for Canadian professionals.

  2. The EPC Designation program was not only the first, but is the fastest growing Designation program in Canada with over 1800 graduates.

  3. Recognized and approved by ALL the Financial Services Regulatory bodies across Canada.

  4. All of our Canadian Initiative for Elder Planning Studies Faculty have earned their EPC designation and are considered to be experts in their own right.

  5. Members have ongoing access to the Faculty for advice and suggestions pertaining to their individual profession.

  6. The EPC Designation program includes skills that will enhance your communication with the Elders of today and tomorrow!

  7. Study materials include four Desk Reference volumes containing over 900 pages of valuable information and facts pertaining to present and future Canadian Elders.

  8. All members have access to a resource CD that contains close to 300 pages of Elder Canadian Federal and Provincial Resources and website addresses designed to assist the EPC when communicating with Elders.

  9. Distance learners are provided with a complete set of DVD’s containing all the live lectures.

  10. Access to the EPC Member’s only website which contains timely information and useful updated educational materials and member discounts.

  11. Members only E mail newsletters containing useful ideas, articles and timely information.

  12. Many companies support the EPC Designation program and as a result reimburse all or part of the tuition for their Advisors and Associates. (check with your company)

  13. Discount tuitions when 10 or more from the same company attend the same class.

  14. Corporate discounts are available for classes of 25 or more when held at your location.

  15. Members are listed on a public website.

  16.  An EPC Member Board dedicated to ensure that CIEPS Best Practices procedures are followed.

  17.  Advanced seminars held yearly  

  18. 2nd EPIC Conference completed September 2008 in Las Vegas, NV

  19. A series of 1-day EPIC Conferences completed in October 2010.

 

Stand out from the crowd!
Distinguish yourself by earning your Elder Planning Counselor Designation!

 


        

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