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$995.00

The Elder Planning Counselor (EPC™) course provides education for professionals working with clients over 55 in many different fields, including financial planning, insurance, accounting, funeral planning, social work, and nursing.

The course is designed to help you understand the issues facing the elder population and prepare you to plan solutions for their well-being.

BCC is authorized to offer seminars and webinars that will help in obtaining this designation by the Canadian Initiative for Elder Planning Studies (CIEPS).

Time to complete

Live instruction
3.5 days

Self-study
Up to 6 months

Course content

The course covers several topics in 4 modules:

Aging & Health Issues

Social & Psychological Issues

Financial Issues

Communication & Other Timely Issues

Prerequisites

Financial planning, insurance, or other relevant professional certification or accreditation is recommended.

Format

You can choose distance learning or live instruction. Both options include:

  • 4-book desk reference set
  • Student workbook
  • Final exam

Distance learning students also receive a set of scripted EPC faculty PowerPoint slides.

Students attending the live instruction take the exam on the last day. Distance learning students can schedule a time to take the exam at a seminar or testing centre, such as BCC.

$400.00

The Chartered Life Underwriter (CLU®) certification provides the education needed to differentiate your practice in complex wealth transfer and estate planning. It’s considered an elite certification and is widely respected in the financial services industry.

The CLU certification is conferred in Canada exclusively by The Institute for Advanced Financial Education and course materials are provided by Advocis. BCC supports students taking this course by providing live or recorded webinars to aid in learning.

Prerequisites

  • The BCC Core Curriculum course or the Advocis Financial Planning Fundamentals Program for CLU® Certification. Advocis charges a fee to assess prerequisite equivalencies.
  • The prerequisite is waived for candidates who have completed their Certified Financial Planner® (CFP®), Qualified Associate Financial Planner™ (QAFP™) certification or an approved accounting certification. Financial planning, insurance, or other relevant professional certification or accreditation is recommended.
  • 4 years of experience within, or related to, the financial services industry.

Course content

255: Advanced Concepts in Tax & Law for Personal Planning

  • Wealth transfer and estate planning strategies for individuals and families
  • Use of life insurance and living benefits to manage personal risks and wealth preservation
  • Creation of trusts and other instruments to ensure the orderly transfer of individual wealth
  • Examination of the special tax reporting obligations facing individuals who enter or leave Canada

256: Tax & Legal Principles for Businesses and their Owners

  • Wealth transfer and estate planning strategies for businesses and business owners.
  • Legal and tax implications of certain business structures with particular attention to tax planning strategies
  • Issues to be addressed at the sale or transfer of the business or at the death of a principle
  • Tax complexities present in the operation of a corporation
  • Approaches to identify, apply, and synthesize appropriate income tax techniques used to restructure a corporation
  • Planning strategies for the orderly and tax-efficient of business wealth at retirement or upon death.

257: Advanced Estate Planning

  • Analysis of a client’s financial status and overall estate planning objectives
  • Explain the advantages and disadvantages of different estate planning strategies
  • Consider planning strategies involving the use of inter vivos and testamentary trusts
  • Assess the need for life insurance to support the estate plan and recommend alternative insurance strategies

Continuing education

Your CLU certification must be renewed annually with The Institute for Advanced Financial Education.

To maintain this certification, you need a minimum of 30 continuing education (CE) credits each calendar year, one credit of which must be from a recognized Ethics program.

The CLU modules may count for CE credits for other professional certification.

Format

Each of the Advocis modules are self-study with:  

  • Downloadable PDF of module content
  • Practice exam
  • Grades tool to keep track of your progression through the module
  • ReadSpeaker text-to-speech tool
  • Completion of two written assignments during the final module
  • Final open-book, case-based narrative response proctored exam
$400.00

The Certified Health Insurance Specialist (CHS®) certification is the only health insurance-focused certification in Canada. It gives financial advisors the tools to provide their clients with informed living benefits advice.

The CHS certification is conferred in Canada exclusively by The Institute for Advanced Financial Education and course materials are provided by Advocis. BCC supports students taking this course by providing recorded webinars to aid in learning.

Course time to be completed by:

Course 303
120 days

Course 504
120 days

Course 505
2 years

Course content

303: Disability Income Insurance – Individual and Group

  • The unique moral, physical and legal hazards associated with disability insurance
  • Your clients’ risk of disability in personal and business settings, and the importance of addressing this issue with them
  • Common provisions of a typical disability income policy, including optional coverage benefits
  • Steps associated with classifying occupations and preparing the application for head office underwriting
  • Factors affecting the disability claims process

504: Critical Illness, Long-term Care and Group Benefits

  • Unique challenges around the design and pricing of critical illness product and underwriting applications
  • Advanced planning with clients regarding their short- and long-term care needs
  • Different forms of long-term care insurance
  • Challenges facing aging clients
  • Complexities of group plan design, administration, underwriting and claims adjudication

505: Financial Planning Fundamentals for Health Insurance Professionals Program

The Financial Planning Fundamentals for Health Insurance Professionals Program is a combination of 5 modules that make up the Advocis Core Curriculum Program:

  • 911: Financial Planning Profession & Financial Services Industry Regulation
  • 912: Financial Analysis
  • 913: Credit & Debt
  • 914: Registered Retirement Plans
  • 922: Human Behaviour

Note: You may apply for an exemption from Course 505 if you have completed Unit 1, 2 & 6 of the BCC Core Curriculum or hold one of the following professional qualifications in good standing: CFP, QAFP, PFP, F.Pl. (Pl.Fin), CPA (or equivalent), CFA

Prerequisites

  • Advocis Financial Planning Fundamentals Program for CLU® Certification and CLU Certification Courses 255 and 256
  • 4 years of experience within, or related to, the financial services industry.

Format

Each of the Advocis modules are self-study with:  

  • Downloadable PDF of module content
  • Practice exam
  • Grades tool to keep track of your progression through the module
  • ReadSpeaker text-to-speech tool

BCC provides recorded instruction available through self-study.

Once your courses are completed, apply for your certification through The Institute for Advanced Financial Education.

Continuing education

Your CLU certification must be renewed annually with The Institute for Advanced Financial Education.

To maintain this certification, you need a minimum of 30 continuing education (CE) credits each calendar year, one credit of which must be from a recognized Ethics program.

The CLU modules may count for CE credits for other professional certifications.

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