Open Acadia

Elder Planning Counselor Certificate

Open Acadia, in partnership with the Canadian Initiative for Elder Planning Studies (CIEPS), is pleased to offer the Elder Planning Counselor (EPC) Certificate.

The elder population is Canada’s fastest growing demographic. Advances in technology, better health care systems, and improved lifestyle habits have brought unprecedented changes in life expectancy. Today, 12 per cent of Canada’s population is over 65, and this percentage is expected to increase significantly in the 21st century.

In your work with elders you may be educating, providing medical or home care, offering financial or legal advice, coordinating information among and between institutions and care agencies, or serving on a health care team or advisory board. Whatever your role, the Elder Planning Certificate will give you the tools, knowledge and skills to best serve this growing market.

Topics include marketing to and communicating with elders; retirement, investment and income tax issues; social aspects of aging; Alzheimer's, dementias, and other medical issues; and much more.

Program Details

Course Date:	Open
Registration:	PDF
Tuition:	$1095 + HST
Location:	N/A - Distance education

 

About the Program

Who should participate:

Benefits:

Anyone who provides services to elders, including: financial planners real estate agents insurance industry employees health care professionals continuing care providers funeral home employees bank and government employees.

Develop your skills and enhance your knowledge with the most current information available on this growing market. Learn about the needs and wants of the diverse clientele of elders. Learn to communicate effectively with a growing sector of the population. Continuing Education* Credits are currently available for financial services Life License Renewal, A & S License Renewal, CFP, IDA, and General License maintenance requirements. *CIEPS will be seeking further Continuing Education approvals as the EPC membership and disciplines expand.

As a student in this distance education program, you will receive the comprehensive and current four-volume reference manuals and a set of DVDs containing all of the course lectures.  You will have a maximum of 6 months to complete the coursework and write your exam to earn your designation.

Modules:

Module 1: Aging and Health Issues	Module 2: Social and Psychological Issues
1. Situation critical—Our population is aging 2. Principles, progression and effects of aging 3. Understanding chronic conditions 4. Dementia and our Aging Society 5. Nutrition and Fitness	1. Long Term Care Issues 2. Housing Options 3. Care giving in Canada 4. End-of-life Planning Issues 5. Funeral Planning 6. Bereavement—Grief and the Healing Process
Module 3: Financial Issues	Module 4: Communication and Other Timely Issues
1. Social Security and Medicare Programs 2. Financial Planning Basics 3. Retirement Income Basics 4. Legacy Planning 5. Travelling or Moving Abroad 6. Income Tax Planning	1. The Social Aspects of Aging 2. Communicating with the 50+ Ages 3. Marketing to our Aging Society 4. Elder Fraud, Abuse and Ethics 5. Putting it all into Perspective