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
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
Communicating and Marketing Effectively to Older Adults
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
- 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
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
The Family Social Support System
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
- Financial Planners Standards Council/CFP – 1.50 credits
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- 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
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- 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:
- Financial Planners Standards Council/CFP – 1.0 credit
- 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
- 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
- Financial Planners Standards Council/CFP – 1.0 credit