Elder Planning Counselor

ELDER PLANNING COUNSELOR DESIGNATION PROGRAM

The Canadian Initiative for Elder Planning Studies, believes that working with the maturing client involves a "total needs approach", and that these needs evolve from an individual's early wage-earning years and continue to change as the individual moves through the aging process.

 

Elder Planning Counselor EPC is a designation designed to recognize these needs and provide advisors with the essential knowledge and tools that are necessary to effectively develop a proper rapport and design practical solutions.