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

    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


                                            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