“Do the best you can until you know better. Then when you know better, do better.”
– Maya Angelou
The Benefits of Our Courses
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
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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* 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!
Please note that at this time, only the 90-Minute Foundation Course (1.5 CE Credits) is offered in both French and English.

Next Steps: Earn an Official Certified Professional Consultant on Aging (CPCA)®
“Click To Register Now For The 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.

Course Bundles
One of our conversation coaches can help you select the right package of courses for your business.

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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

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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

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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

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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

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Individual Courses + Continuing Education Credits

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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

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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

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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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Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

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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

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
Qualifies for the Continuing Education Credits:
- The Institute For Advanced Financial Education/Advocis – 1.25 credits
- Financial Planners Standards Council/CFP – 1.50 credits

Learn More
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.