EPC, EPC Live Instruction, and Finance & Insurance

Elder Planning Counselor™ (EPC™) Designation Program

Course by: Business Career College

SKU: EPC-4123-1

Description

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).

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.

What's Included?

  • 3.5 Days Live Webinar Instruction or Distance Learning Recordings*
  • 4 Book Desk Reference Set
  • Student Workbook
  • Final Exam

Schedule (08:00-17:00 MT)

  • March 5, 12, 19 & 26
  • May 7, 14, 28 & June 4
  • Sep 10, 17, 24 & Oct 1
  • Nov 5, 12, Dec 3 & 10

Prerequisites

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

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

Course Outline

  • Aging & Health Issues
  • Social & Psychological Issues
  • Financial Issues
  • Communication & Other Timely Issues
Course Details
Language:
English
Certification:
No
Digital Badge:
No
Available Classes
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