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)
  

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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)

• 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

• FP Canada/CFP – 12.0 credits
• The Institute For Advanced Financial Education/Advocis – 12.0 credits
• IIROC – 10.5 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