EPC Elder Planning Counselor

SECURE MEMBERSHIP RENEWAL

Requirements for renewing your EPC Designation Membership

The current EPC membership renewal fee is $150 + applicable taxes for your Province of residence. EPC Membership Renewal dues can be paid annually or on a monthly basis (by credit card only). 

There are 30 Continuing Education credits required for renewal on an annual basis.

However:

If your current occupation requires you to have Continuing Education credits to maintain your various licenses, then we accept those credits as fulfilling your CE credit requirement to maintain your EPC Designation.

If you are in an occupation that does not require you to have Continuing Education credits to maintain your various licenses, then you do not require CE credits to maintain your EPC Designation.

PLEASE NOTE - At the time of renewal you will not be required to submit any CE supporting documentation. CIEPS relies on the accuracy of the EPC Professional's self-assessment of their CE activities. Therefore, you will ONLY be required to submit your CE supporting documentation if you are selected in the random audit.

PLEASE DO NOT USE ALL CAPITAL LETTERS

STEP 1 - Please enter your personal information 

Your Name:

Company:

Mailing address:

City:

Province:

Postal code:

   Is this a "NEW" address?   Yes    No 

Business  Phone:

 

Ext: 

Home Phone:

     Cell Phone: 

Fax:

E-mail Address:

Do you have any "NEW" Designations or certifications that we do not know about?     Yes    No 

If Yes - what are they?    

As there are many designations that are in the marketplace today, please also spell out the name of your NEW designation. For example, RIAC - Responsible Investment Advisor Certification.

Please note that QAFP is NOT a designation. It is a certification. However, when you complete the CFP education and qualifications, please let us know and we would be happy to add that to your credentials.

LEGAL AND DISCLOSURE REQUIREMENTS

* Have you been convicted of a Criminal Offence for which you have not been granted a pardon? NO  YES

* Have you ever been disciplined or had any restrictions placed on any professional license, permit, certificate, registration, or membership denied, suspended, revoked, or restricted, or have you had  an application withdrawn for cause by any regulatory body, or any professional organization or association of which you are a member? NO     YES

* Have you ever been censured, fined, or reprimanded by any regulatory body, professional organization, or association of which you are a member?    NO    YES

* I will continue to abide by the CIEPS Member Code of Professional Conduct.    NO   YES

STEP 2 - Education Certification * Only applies to an individual who is licensed

By initializing below, I hereby certify that I have attained the required continuing education credits for any licenses or professional designations that I hold for the current renewal period.

Please type your initials here if applicable


PLEASE NOTE - At the time of renewal you will not be required to submit any CE supporting documentation. CIEPS relies on the accuracy of the EPC Professional's self-assessment of their CE activities. Therefore, you will ONLY be required to submit your CE supporting documentation if you are selected in the random audit.

* Your requirements for renewing your EPC Designation If you are a licensed professional and you require CE credits to maintain your license and your licence is current we will accept that you have met the CE requirement to maintain your designation. If you are in a profession that does not require you to maintain
Continuing Education credits you will not require formal Continuing Education confirmation to renew your EPC membership.

STEP 3 - Membership Renewal Fees
 
Option 1 - Full Payment
Annual Renewal - Credit Card or Cheque or Etransfers
$150.00 + Applicable TAX for your Province of Residence

Option 2 - Monthly Installment Plan - Credit Card Payments Only Please!
Monthly Installments
12.50 + $1.50 Service Charge & Applicable TAX for your Province of Residence

Option 3 - FULLY Retired Member
Annual Renewal
$25.00 + Applicable TAX for your Province of Residence

I will mail a cheque

I will send an e-transfer

We accept Visa and Mastercard

NEW - Send "e-transfers" to payments@cieps.com

Credit card information 

* Card Number            Expiry Date    20  

CVV2#    (3 Digit Code on the back of your Credit Card)

* PLEASE LEAVE A SPACE BETWEEN THE NUMBERS  EXAMPLE - 5555 4444 3333 0000 

Name on card:

Receipts are sent at the end of the month that you renew your EPC Designation membership.

For Annual Payments made by Cheque 
Make cheques payable to - 
Canadian Initiative for Elder Planning Studies

Mail or ICS cheques to:

Canadian Initiative for Elder Planning Studies
203-4438 Ontario Street
Beamsville, ON  L0R 1B5

Type 1234 in the box to the right then click Submit Form:    

 

 


Canadian Initiative for Elder Planning Studies Inc.
203-4438 Ontario Street

Beamsville, ON L0R1B5

Toll Free Phone 855-882-3427   Toll Free Fax 866-209-5111