Continuing Professional Education by External Organizations

Age-Friendly Business : Foundation Course – Leading to Membership in the International Age-Friendly Business Alliance

  • The Institute For Advanced Financial Education/Advocis 1.5 credits
  • IIROC – Professional Development – 1.5 credits
  • Financial Planners Standards Council/CFP – 1.5 credits

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

  • The Institute For Advanced Financial Education/Advocis 30.0 credits
  • IIROC – Professional Development – 20.0 credits
  • FP Canada™ (CFP) – 30.0 + credits – credits assigned to each individual module as completed.
  • Manitoba – Insurance Council – 30.0 credits
  • Saskatchewan – Insurance Council – 30.0 credits
  • Alberta – Insurance Council – 22.50 credits
  • Canadian Association of Gift Planners/CFRE – 30.0 credits
  • College of Traditional Chinese Medicine Practitioners and Acupuncturists of BC (CTCMA) – 30.0 credits
  • Chambre/CSF – 30 credits (10 in General, 10 in Compliance, 10 in Insurance of Persons)

    Individual Modules:

Abuse, Neglect and Exploitation of Older Adults

  • Financial Planners Standards Council/CFP – 1.50 credits

Advocacy For Seniors

  • Financial Planners Standards Council/CFP – 1.50 credits

Aging and Society

  • Financial Planners Standards Council/CFP – 1.50 credits

Alzheimers Disease

  • Financial Planners Standards Council/CFP – 1.50 credits

Canada’s Health System

  • Financial Planners Standards Council/CFP – 1.50 credits

Care Giving

  • Financial Planners Standards Council/CFP – 1.50 credits

Chronic Illness in Seniors

  • Financial Planners Standards Council/CFP – 1.50 credits

Communicating and Marketing Effectively to Older Adults

  • Financial Planners Standards Council/CFP – 1.50 credits

End of Life Planning

  • Financial Planners Standards Council/CFP – 1.50 credits

Estate Planning

  • Financial Planners Standards Council/CFP – 1.50 credits

Ethics In Senior Business

  • Financial Planners Standards Council/CFP – 1.50 credits

Mental Health, Grief and Loss

  • Financial Planners Standards Council/CFP – 1.50 credits

Physiological Aspects of Aging

  • Financial Planners Standards Council/CFP – 1.50 credits

Senior Nutrition, Fitness and Healthy Lifestyles

  • Financial Planners Standards Council/CFP – 1.50 credits

Seniors and Money

  • Financial Planners Standards Council/CFP – 1.50 credits

Spirituality and Aging

  • Financial Planners Standards Council/CFP – 1.50 credits

The Family Social Support System

  • Financial Planners Standards Council/CFP – 1.50 credits

The NEW Retirement

  • Financial Planners Standards Council/CFP – 1.50 credits

Trends in Aging

  • 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)

  • IIROC – Compliance – 12.0 credits
  • IIROC – Professional Development – 12.0 credits
  • Canadian Association of Gift Planners/CFRE – 12.0 credits

Leadership in the Longevity Economy

  • Alberta – Insurance Council – 12.0 credits for Life A&S and General
  • Saskatchewan – Insurance Council – Pre Approved for 12 credits
  • FP Canada/CFP – 12.0 credits
  • The Institute For Advanced Financial Education/Advocis – 12.0 credits
  • IIROC – 10.5 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?

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit

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

  • Financial Planners Standards Council/CFP – 1.0 credit
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