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 30.0 credits
• CECAP/IIROC – Professional Development – 20.0 credits
• FP Canada™ (CFP) – 30.0 + credits – credits assigned to each individual module as completed.
• Manitoba – Insurance Council – 15.0 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
  

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  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)

 

 

• CECAP/IIROC – Compliance – 10.0 credits
• CECAP/IIROC – Professional Development – 12.0 credits
• Chambre – Quebec – 5 General & 7 Compliance
• Canadian Association of Gift Planners/CFRE – 12.0 credits
  
  

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  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