Elder Planning Counselor EPC ™
 International Designation Program
 

A comment from a "Charter Member"

“The program delivered exactly what I sought, and more.  I expected to be educated but not impassioned.  I've always been a planner, and believe in planning.  Unfortunately like others, client resistance to engage in the process has worn me down.  No more.  The EPC course gave me a booster shot.  It is no longer optional in my practice.”

Kathryn Kruivitsky, CA, CIM, FMA, FCSI
PWL Capital, Ottawa, ON

PAYMENT PLAN OPTION (Only Available for the Live class option)

You may choose our payment plan option that consists of 4 equal installments.
There is a $25.00 administration fee for this option.
Your designation will be granted immediately upon successfully passing the exam and upon full payment of your tuition.

BENEFITS OF ATTENDING A “LIVE” EXAM PREPARATION CLASS

As a “live” exam preparation classroom registrant, you will experience many benefits that only a “live” function can provide you with:

• Instruction and guidance from a Faculty that is dedicated to educating you in the 50+ markets. 
  

• Timely and upbeat interaction with the Faculty and fellow classmates.
  

• All your questions answered in a timely fashion.
  

• Review sessions to help make the learning process lasting and more enjoyable. 
   

WHAT IS PROVIDED? 

• The in-depth study guide and manual that you can refer to on an ongoing basis.
  

• All students will be provided with a comprehensive workbook containing copies of each faculty member’s materials to allow for the taking of notes.  Copies of their slide presentation will also be given to each attendee. 
  

• A series of review questions from the days lectures for the evening study sessions.  These can either be done on your own, or as a group.

THE EXAMINATION PROCESS

"Just attending" the class, does NOT guarantee your achievement of the EPC Designation. An exam on the last day must be written in a supervised environment.  This closed book exam will be monitored and consists of 125 multiple-choice questions. A 70% pass mark must be achieved in order to receive your EPC Designation.

Students will submit their answer sheets before they leave, and receive notification of their mark in a timely fashion.

 

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

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

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