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.
Group, student, and alumni discounts are available - please contact us for details. Prices do not include HST.
Who should take this certificate?
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.
Why should you take this certificate?
- You will develop your skills and enhance your knowledge with the most current information available on this growing market.
- You will learn about the needs and wants of the diverse clientele of elders.
- You will 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.
The Program
Download the course outline.
The distance course also includes a set of DVD instructor lectures. Let us know when you are ready to write your exam and we will make the arrangements. You will have 6 months to complete your distance course and examination.
Topics include:
- principles, progression and effects of aging

- social aspects of aging
- Alzheimer's, dementia's, and other medical issues
- understanding chronic conditions in elders
- care giving in Canada
- social security
- marketing to and communicating with elders
- housing and nutrition
- end of life planning
- bereavement
- financial planning and legacy planning
- retirement, investment and income tax issues
- contrasts between Canadian and American issues.
EPC Designation
Upon successful completion of your EPC examination you will earn your EPC designation and become an EPC member. The first year membership fee of $150.00 is waived upon payment of your course tuition fee. For more information about EPC membership and its benefits visit the CIEPS membership web page.
Your EPC designation may also qualify you for CE credits with your licensing or certification body.
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