Elder Planning Counselor (EPC)

Standard designation granting course for advisors who specialize in elder planning. Upon successfully completing the EPC course and examination, advisors will have the EPC designation and become an EPC member.

Students will enhance their knowledge and understanding of the 50+ age demographic through education on topics focusing upon the evolving and specialized needs of Canada's citizens as they age.

Offered in partnership with the Canadian Initiative for Elder Planning Studies (CIEPS).
 

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All prices are in Canadian Dollars
Select: Course and Seminar Selection:
EPC Module 1- Aging and Health Issues Includes:

 

Module 1- Aging and Health Issues

1. Situation Critical - Our Popluation is Aging

2. Principles, Progression & Effect of Aging

3. Understanding Chronic Conditions

4. Dementia & Our Aging Society

5. Nutrition & Fitness

 

Students will be shipped the material and be expected to complete assignments on their own.

 

 

Seminar Selection:
EPC Module 2 - Social & Psychologial Issues Includes:

Module 2 - Social & Psychological Issues

1. Long Term Care Issues

2. Housing Options

3. Caregiving in Canada

4. End-of-Life Planning Issues

5. Funeral Planning

6. Bereavement - Grief and the Healing Process

Seminar Selection:
EPC Module 3 - Financial Issues Includes:

Module 3 - Financial Issues

1. Social Security & Medicare Programs

2. Financial Planning Basics

3. Retirement Income Basics

4. Legacy Planning

5. Travelling or Moving Abroad

6. Income Tax Planning

 

Seminar Selection:
EPC Module 4 - Communication & Other Timely Issues Includes:

Module 4 - Communication & Other Timely Issues

1. The Social Aspects of Aging

2. Communicating with the 50+ Ages

3. Marketing to Our Aging Society

4. Elder Fraud, Abuse & Ethics

5. Putting it all into Prospective

Seminar Selection:
EPC Seminar Instruction Includes:

We are offering incentives for the next set of dates for the EPC program.  Choose any of the following and the more you choose the more you save.  This applies to either self study or live classroom.

 

Early bird special Calgary September classes:  order before  September 8 and save 15% off or

 

Early bird special Calgary November classes:  order before  October 29 and save 15% off or

 

Early bird special Edmonton October classes:  order before  September 30 and save 15% off  and/or

 

10% off to each student who brings a new student to class and that person receives 10% off as well.

 

Call Penny Watt at 1-877-994-9019 to take advantage of these discounts

Seminar Selection:
Sep 27, 28, 29, 30, 2010
Mon: 7:30 AM - 6:30 PM
Tue: 7:30 AM - 6:30 PM
Wed: 7:30 AM - 6:30 PM
Thu: 7:30 AM - 6:30 PM
 Calgary: Business Career College - Calgary
#115 2323 32 Ave NE Alberta T2E 6Z3
Parking: Student parking in dirt lot adjacent to Joey Tomato's
Venue Notes: Address is on 32 Ave, but classroom actually faces 23 Street. Near corner of Barlow and 32nd Ave NE.
Nov 22, 23, 24, 25, 2010
Mon: 7:30 AM - 6:30 PM
Tue: 7:30 AM - 6:30 PM
Wed: 7:30 AM - 6:30 PM
Thu: 7:30 AM - 6:30 PM
 Calgary: Business Career College - Calgary
#115 2323 32 Ave NE Alberta T2E 6Z3
Parking: Student parking in dirt lot adjacent to Joey Tomato's
Venue Notes: Address is on 32 Ave, but classroom actually faces 23 Street. Near corner of Barlow and 32nd Ave NE.
Oct 25, 26, 27, 28, 2010
Mon: 7:30 AM - 6:30 PM
Tue: 7:30 AM - 6:30 PM
Wed: 7:30 AM - 6:30 PM
Thu: 7:30 AM - 6:30 PM
 Edmonton: Business Career College - Edmonton
Suite 206, Capilano Mall - 5004 98 Ave. Alberta
Venue Notes: Upstairs from Albert's Restaurant; across from Library
EPC Distance Learning Includes:

Material & Exam

Seminar Selection:
EPC Exam Includes:

Exam at the end of Module 4

Seminar Selection: