“Do the best you can until you know better.  Then when you know better, do better.”

Maya Angelou

The Benefits of Our Courses

No cookie-cutter options to try to fit into!

We can customize a solution JUST FOR YOU! Let’s work together to create a solution that leverages your strengths and supports YOUR vision!

When you and your team participate, you can expect:

  • Increased customer loyalty: The more lives you touch, the more lives you change.
  • Increased market penetration: Provide more full-service solutions for the clients and customers you serve. Don’t leave opportunities on the table, and learn how to be even more effective with inter-spousal and multi-generational outreach to expand and lock-in your customer base.
  • Increased staff confidence when broaching sensitive ‘life sizing’ discussions (estate planning, future housing options, family needs, cognitive aging, living well and dying well, legacy your way). When you know that you know – they know it too!
  • Increased personal production amongst your staff.
  • Increased product purchases to address key requirements.
  • Increased referrals to your Full-Service Solution Team.
  • Increased ratings from the Client/Customer Feedback Surveys.
  • We Bring YOU the Best. Know you are learning from renowned Subject Matter Experts! Our faculty are recognized and Celebrated World-Wide!
  • Learn Your Way and at Your Convenience! 24/7 access to all our content to review at your convenience as often as you like!

Your Starting Point

This introductory course is an excellent primer for what Age-Friendly Business has to offer. Each team member completing the course gains Membership into the International Age-Friendly Business® Alliance.

When the majority of your team complete this course, you can hold yourself out as having Membership in The International Age-Friendly Business® Alliance!

90-Minute Foundation Course (1.5 CE Credits) – Offered in English and in French

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This is an online, dynamic, and interactive introduction to some of the more universal age-related changes your clients are likely to experience, and how these changes influence their ability to:
* Access your environment,
* Engage with your products, and,
* Interact with your staff.

The course finishes with a pdf document with customized recommendations for your group that your team can implement the very same day!

***Great Introduction for New Hires!***

Contact US to see how YOUR Business or Service can Join the International Age-Friendly Business® Alliance!

Next Steps: Earn an Official Certified Professional Consultant on Aging (CPCA)® Designation

Today’s increasingly sophisticated clients and customers expect to deal with professionals. The Certified Professional Consultant on Aging (CPCA)® is one of the most recognized and distinguished designations assuring customers that you have made the commitment to a high level of education and understanding of their evolving needs.

To engage in relevant and more informed conversations with your clients, your professional team must understand the current aging trends, physical and cognitive changes associated with aging, and what this means for your clients’ needs, challenges, and aspirations, today and tomorrow.

Not only will CPCAs receive ongoing education about the unique needs of our aging population, CPCAs in good standing also have access to:

  • Exclusive CPCA® designation assets. The CPCA mark, logo and designation may be used on your business card, signature line, and correspondence.
  • Be Recognized as part of our International Community – Includes Membership in the International Age-Friendly Business® Alliance
  • Monthly Emails (newsletters, articles for your blog, direct mail pieces for clients, info on client appreciation events)
  • Additional refresher courses, webinars, etc.
    Marketing tips
  • Invites to networking events
  • Exclusive members-only website access
  • A Dedicated Board of Standards protecting the integrity of the designation
  • Special Discounts on vehicles, services, and products for YOU and YOUR clients
  • And more…

Certified Professional Consultant on Aging (CPCA) Designation Course (30+ CE Credits)

Next Steps: Earn an Official Certified Professional Consultant on Aging (CPCA)® Designation

Today’s increasingly sophisticated clients and customers expect to deal with professionals. The Certified Professional Consultant on Aging (CPCA)® is one of the most recognized and distinguished designations assuring customers that you have made the commitment to a high level of education and understanding of their evolving needs.

To engage in relevant and more informed conversations with your clients, your professional team must understand the current aging trends, physical and cognitive changes associated with aging, and what this means for your clients’ needs, challenges, and aspirations, today and tomorrow.

Not only will CPCAs receive ongoing education about the unique needs of our aging population, CPCAs in good standing also have access to:

  • Exclusive CPCA® designation assets. The CPCA mark, logo and designation may be used on your business card, signature line, and correspondence.
  • Be Recognized as part of our International Community – Includes Membership in the International Age-Friendly Business® Alliance
  • Monthly Emails (newsletters, articles for your blog, direct mail pieces for clients, info on client appreciation events)
  • Additional refresher courses, webinars, etc.
    Marketing tips
  • Invites to networking events
  • Exclusive members-only website access
  • A Dedicated Board of Standards protecting the integrity of the designation
  • Special Discounts on vehicles, services, and products for YOU and YOUR clients
  • And more…

Certified Professional Consultant on Aging (CPCA) Designation Course (30+ CE Credits)

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From Alzheimer’s Disease to Advocacy, Estate Planning to End of Life Care, Housing Options to The New Retirement, Grief and Loss, Physiological Aspects of Aging and the Psychology of Money. From Caregiving to Long-term Care, Family Support Systems to Addressing Abuse and Exploitation.

The CPCA Designation Course covers 24 different modules discussing the health, social, legal, and financial aspects of aging and how meaningful services anticipate and accommodate quality of life issues.

CPCAs must agree to abide by a CPCA Code of Professional Responsibility and must keep their Designation in good standing through annual membership with Age-Friendly Business.

All of our educational modules are pre-approved for Continuing Education Credits for CFP, Advocis/The Institute, Provincial Insurance Councils, IIROC, Chambre, MFDA.

 

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More Advanced Training: Plans Customized for Your Business

Taking It To The Next Level:

Once your whole team has completed the Foundation Course, and your Professional Team are working toward earning their CPCA Designation, it is now time to put attention to help your clients through targeted conversations to support your client’s Specific Life Plans.

We know your clients are looking for information, guidance, and solutions to address important life stage questions.  Your products and services are tools to help address these higher issue life questions.

We help you learn how to integrate what you have learned in our training, understand why and how this is important to your clients, know how to introduce and engage in these conversations, and access resources available to help guide the client journey.

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  • Leadership and Business Building modules,
  • Specific skill-based training on how to incorporate this information into the client conversations, and
  • Customized tips, phrases and coaching to introduce these conversations, create full-service solutions and dramatically increase your penetration within this market.
  • Skills to manage the process along the way.

Each of these streams also includes client resources that can be white labelled for your needs.

Please note that at this time, only the 90-Minute Foundation Course (1.5 CE Credits) is offered in French at this time.

Course Bundles

Our courses are CE pre-approved by The Institute (Advocis,) CFP, IIROC, MFDA, Chambre, IQPF, and provincial insurance councils.
One of our conversation coaches can help you select the right package of courses for your business.
LEAVING YOUR LEGACY YOUR WAY
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Relevant CPCA
Modules Include:

  • Estate Planning
  • Digital Estate Planning
  • New Perspectives – Especially for HNW Clients
  • Aging and the Law — When Your Client’s Capacity is in Doubt
  • Aging and the Law – Taking Care of Your Business
  • The New Retirement
  • The Client Conversation
  • Access Client Resources
FAMILY CONVERSATIONS
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Relevant CPCA
Modules Include:

  • Communicating Effectively With Seniors
  • Family and Social Support Systems
  • Caregiving
  • Alzheimer’s Disease and Related Dementias
  • Aging and the Law — Grandparents — Access, Rights & More
  • Aging and the Law – Family Caregiving – Leaves and Legal Issues
  • Aging and the Law — Family Financial Arrangements
  • Aging and the Law — Private Care Arrangements
  • Aging and the Law — Later Life Love and Marriage
  •  Senior Housing Options
LIVING AND DYING YOUR WAY
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Relevant CPCA
Modules Include:

  • Being Present With Grieving Family Members*
  • Mental Health, Grief and Loss
  • Spirituality and Aging
  • Ethics
  • Advance Care Planning
  • Inter-Jurisdictional Issues
  • Privacy and Aging
  • Powers of Attorney
  • End of Life Planning
KEEPING SHARP
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Relevant CPCA
Modules Include:

  • Rapport Building
  • Serving the LGBTQ Community
  • Goal Achievement
  • Business Perspectives
  • Using Social Media to build Your Business
    Using the Enneagram for Personal and Professional Development
  • Success in the Longevity Economy
  • Being Creative an Flexible with Your Business (Covid)
  • International Perspectives and Community Impact
AGING AND THE LAW: 12 MODULE SERIES
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LEADERSHIP
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Individual Courses + Continuing Education Credits

Each module is self-tested and features a 60-75-minute lecture. Many modules also have additional printed material and supporting ‘stats and facts’ for further reference.
Abuse, Neglect and Exploitation of Older Adults
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This module reviews the topic of ‘abuse’ of seniors in terms of acts of commission, omission and neglect as related to Human Rights theory and praxis. The various types of abuse are described and exemplified; these include: physical, sexual, psychological and financial abuse. Students are instructed in the signs of abuse of older persons, and its most frequent sources. There is careful exploration of the possible roles and responsibilities of financial services professionals , legal considerations and our privacy legislation is discussed if/when senior abuse is known or suspected. This difficult area is discussed in terms of both legal and moral/ethical issues.

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  • Qualifies for the Continuing Education Credits:
  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
    Financial Planners Standards Council/CFP – 1.50 credits
Advocacy For Seniors
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In this module, students learn about a role, poorly understood and little practiced. Advocacy, at various levels and in various circumstances, is explored and exemplified. Students learn the difference between advocacy and activism, and are made aware how different advocacy strategies can be mutually beneficial to the seniors (and their families) they deal with, and to themselves, as professionals.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Age Friendly Business Foundation Course
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The Age-Friendly Business® Foundation Course provides an introduction to some of the universal processes of aging that impact how our customers access our commercial outlets and services, and engage with our service providers. This dynamic 2 hour online course presents a range of considerations …from ageism to Alzheimer’s disease; from vision and hearing changes to increased creativity and verbal skills; from fall prevention to effective communication — there is something to learn for all industries. You’ll understand better some of the realities of growing older, and how you can make your business more accessible, safe, and respectful for your customers.

In order for a business to acquire Membership in the Age-Friendly Business® Alliance, all staff interacting with the public must complete the Foundation Course, the business must agree to abide by the Age-Friendly Business® Code of Service, and maintain annual membership.

Access to the Foundation Course starts at $95 per person, and special pricing is available based on the size of the organization. Contact us to learn more about our Enterprise full portal access opportunity for you and your whole team. Email Membership@AgeFriendlyBusiness.com to find out more about our custom solution.

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Aging and Society
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This module gives an understanding of the age-related and social interaction changes experienced by boomers and seniors. The roots of how cohort-effects can modify the value orientations, beliefs, attitudes, fears and behaviours of 50 + individuals are explained. Concepts of ageism and age discrimination are explored, as well as how the maturing individual’s interaction in the community evolves during the progression through the various life stages. This knowledge is critical to understanding how an individual experiences the aging processes within our social and business communities.

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Alzheimer’s Disease
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Students learn to distinguish forgetfulness from dementia. They are instructed on how family dynamics change when a member is dealing with cognitive impairment, memory loss and the other manifestations of Alzheimer’s Disease. They learn the health, social and financial implications, how to respond to these circumstances, and what services and options might be available for affected families.

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Canada’s Health Care System
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Here, the genesis, historical development and current status of Canada’s Health Act and the Federal/Provincial Health systems are described. The guiding principles of Federal/Provincial health agreements are emphasized, as well as the entitlements of Canadian residents covered by these agreements. The healthcare system as one of the determinants of health is reviewed, with a special focus on how these health care services impact seniors. It is important for professionals serving seniors to understand the essential elements of Canada’s complex health care system, what it was intended to offer, what it can offer, and the outstanding and emerging stressors on this system.

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Care Giving
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This module provides extensive information on these pervasive roles and functions which affect so many families, economically and psycho-emotionally. Topics discussed include the nature and duration of ‘The Care Years’; the impact on care-giving on family dynamics; health status; morbidity and mortality; income and employment; the family budget; burn-out; retirement savings; vacations and recreation; respite; volunteerism; community involvement. It is vital for professionals to understand the importance of helping their clients to make appropriate provisions for their ‘Care Years.’

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Chronic Illness in Seniors
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While this module explains that longevity and independence are the norms among seniors, there are also widespread, common health challenges in the older age groups. Basic information is provided on the more commonplace medical conditions among seniors (e.g. heart disease and stroke; arthritis; diabetes; osteoporosis; visual impairment and hearing loss.) Students participate in practical demonstrations of sensory loss features to provide experiential learning and enhance their sensitivity to the impact of sensory deficits, when interacting and communicating with affected seniors.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Communicating and Marketing Effectively to Older Adults
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Information is provided on how to develop special marketing strategies for the aging population, based on the unique characteristics of this ever-growing group. Particular attention is paid to: the core value systems of different cohorts; the importance of building relationships of trust and confidence; the need to use certain communication techniques when faced by seniors’ health issues, such as pain, disability, visual impairment, hearing loss; increased religiosity in seniors; and the importance of professional self-protection. Market research findings, bearing on seniors’ media use, buying patterns, decision-making as consumers and risk-tolerance are presented to illustrate the optimal marketing strategies with the seniors and boomers groups.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
End-of-Life Planning
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Students develop knowledge of hospice and palliative care, when these services are used and how they affect families. The different settings in which hospice palliative care is given are described. Advance directives, living-wills, heroic measures and DNR (do not resuscitate) instructions are discussed. Support with these factors can offer aging persons and families peace of mind and a measure of control when death occurs.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Estate Planning
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The psycho-dynamics of Estate Planning are described in order to gain insight into the mechanisms that influence legacy-creating behaviours as well an end-of-life transfer of wealth and assets. Students become familiar with the role of various estate planning strategies, including durable Power of Attorney, wills, taxation factors, probate, trusts and tax-advantaged charitable giving options; the importance of teamwork and communication is emphasized.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Ethics in Senior Business
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This module examines ethics as a pervasive, core element of qualitative practice in all professional disciplines, and its special importance to CPCAs. The various value systems and attitude sets which are the basis for ethical professional practice are presented in detail. Students are taken, step-wise, through The Professional Code of Ethical Standards of Age-Friendly Business (AFB)®, and they are required to sign an agreement to abide by this Code as a condition of becoming members of Age-Friendly Business® following successful completion of the final examination. The investigative and disciplinary functions of AFB’s independent Board of Standards is fully explained, as well as its role in dealing with complaints against CPCAs.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Mental Health, Grief and Loss
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The mental health issues of later life, including depression, anxiety states and suicide are explored via this module, students also discover how grief and loss, at various stages of the life-cycle, impact individuals and families in terms of their health, social, and financial behaviours. The descriptive models used include Dr. Elizabeth Kubler-Ross’s ‘Stages of Death and Dying’, as well as the ‘Task Model’ of grief resolution. Students are shown how, in their professional practice, they can ‘be there’ for clients and families’ experiencing the grief and loss journey, not only in terms of death and bereavement, but also in situations involving loss of independence and/or certain functional capacities.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Physiological Aspects of Aging
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Key facts regarding age-related biological and physiological system changes are presented in this module. The fundamental and universal processes of aging, theories of aging, and some basic concepts of gerontology, are presented, in non-technical language. An understanding of these principles strengthens the students’ approach to communication with, and age-friendly service to seniors.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Senior Nutrition, Fitness and Health Lifestyles
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The content of this module helps the students appreciate the importance of sound dietary practices, good nutrition and appropriate exercise in the lives of our maturing population. It familiarizes the students with the basic principles underlying seniors wellness and life-style issues, and enables them to discuss these matters with clients, while, at the same time, incorporating them into their own aging process as role models.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Seniors and Money
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The fundamentals of the true MEANING of money in the lives of seniors and boomers is explored from the standpoint of the relevant psycho-emotional processes and value systems involved. Options for aging persons are examined, with particular emphasis on the unique, differential financial needs of seniors and boomers.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Senior Housing Options
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This module helps students’ awareness and understanding of the full range of housing options available to seniors. The gerontological concept of aging in place is developed in the context of the almost universally expressed desire of seniors to remain in their own home as long as possible. This discussion incorporates such features as, Assisted Living Facilities (ALF’s), the campus concept, group home care, care facilities, and home-sharing. Professionals advising seniors and their families need to be equipped with this information, so that they can provide advice and support about the options that best meet the significant transition requirements, and where to get additional support or information about the housing options available in their community.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Spirituality and Aging
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This module addresses an often-neglected aspect of the lives of seniors. Patterns of religious involvement, and how these change with age, are discussed. The distinction is made between religion and spirituality. Students are given insight into how the core-values and spiritual needs of older persons play a significant part in their decision-making and consumer behaviour. An understanding of these elements enhances the students’ ability to build appropriate relationships with the older age group.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
The Family and Social Support System
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The dynamics of family interaction, and how these change over time as families age is emphasized in this module. The concepts of social support systems and social networks are explained. Life transitions, such as divorce, re-marriage, blended families, widowhood all bring about significant changes, and it is important for professionals to understand the impact of such events on the health, social and financial well-being of seniors and boomers.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
The NEW Retirement
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Explores the ways in which the boomers are redefining retirement, and the different conversation professionals will need to engage in to meet the evolving needs and lifestyle of this important cohort. Myths vs. realities, the many stages of retirement, retirement stresses, the hardy retirement personality, creating a balance, retirement and women, and the development of a meaningful life plan are reviewed. This module shifts the perspective for the professional from advice giver to educator.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits
Trends in Aging
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This module provides an understanding of the relevant demography of aging; and market-useful knowledge of social, economic and health patterns in the over-50 population. This information is vital in understanding the overall profile of seniors nationally and internationally. With a better understanding of the predictive strengths and limitations of our forecasting tools, professionals are better prepared to respond to some of the fundamental questions their clients are facing in preparing for the later years. It examines the underlying implications of demographic trends, longevity, and how these extra years are being experienced and expressed now, and potentially in the years to come.

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Qualifies for the Continuing Education Credits:

  • The Institute For Advanced Financial Education/Advocis – 1.25 credits
  • Financial Planners Standards Council/CFP – 1.50 credits

Become an Ambassador for Better Customer Service

Whether you your business requires the Certified Professional Consultant on Aging
CPCA® designation, or you would like to supplement your staff training with some extra courses, Age-Friendly Business® accommodates all requests.