Continuing Professional Education by External Organizations

24 Modules – Also qualifying for the Certified Professional Consultant on Aging (CPCA) Designation

  • The Institute For Advanced Financial Education/Advocis – (allocated per individual module)  Averages 30.0 credits
  • CECAP/IIROC – Professional Development – 30.0 credits
  • Financial Planners Standards Council/CFP – ( allocated per individual module)  Averages 30.0 credits
  • Manitoba – Insurance Council – 15.0 credits
  • Saskatchewan – Insurance Council – 30.0 credits
  • Alberta – Insurance Council – 22.50 credits
  • Chambre – Quebec – 40.0 credits
  • IQPF – Quebec – 30.0 credits
  • Canadian Association of Gift Planners/CFRE – 30.0 credits 


    Individual Modules:

Abuse, Neglect and Exploitation of Older Adults

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Advocacy For Seniors

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Aging and Society

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Alzheimers Disease

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Canada’s Health System

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Care Giving

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Chronic Illness in Seniors

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Communicating and Marketing Effectively to Older Adults

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

End of Life Planning

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Estate Planning

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Ethics In Senior Business

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Mental Health, Grief and Loss

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Physiological Aspects of Aging

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Senior Nutrition, Fitness and Healthy Lifestyles

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Seniors and Money

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Spirituality and Aging

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

The Family Social Support System

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

The NEW Retirement

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Trends in Aging

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Aging and the Law – Full 12 part Series (Aging and the Law modules also qualify for the 24 modules needed for the CPCA designation)

 

  • Advocis – 12.0 credits (1 credit for each module allocated individually)
  • CECAP/IIROC – Compliance – 12.0 credits
  • CECAP/IIROC – Professional Development – 12.0 credits
  • Alberta – Insurance Council – 12.0 credits
  • Chambre – Quebec – 5 General & 7 Compliance
  • Canadian Association of Gift Planners/CFRE – 12.0 credits


    Aging and the Law – Individual Modules:

Aging and the Law Module 1: When your client’s capacity is in doubt. How can I help and what do I need to know?

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 2: Advance Care Planning & Health Care Consent – Getting your wishes respected. From basics to beyond

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 3: Power of Attorney – Myth Busters. You may be surprised!

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 4: Inter-jurisdictional Issues – When common law is not so common.

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 5: Private Care Arrangements – All under one roof?

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 6: Later-life Love and Marriage – Yours, Mine, Ours. Theirs?

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 7: Family Financial Arrangements – Loans, Legacy, Love & Lies

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 8: Grandparents – Access, Estrangement, Rights & Money

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 9: Privacy and Aging – Hot Topics

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 10: Your own Arrangements – Taking Care of Business – Practicing to a Higher Standard. Why you HAVE to!

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 11: Elder Abuse – Rights, Responsibilities, Reticence & Respect

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit

Aging and the Law Module 12: Care-giving – Leave and Legal Issues. When you need to ‘drop everything,’ can you?

  • The Institute For Advanced Financial Education/Advocis – 1.0 credit
  • Financial Planners Standards Council/CFP – 1.25 credit