Elder Planning Counselor (EPC)

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Each year, millions of Canadians retire and face the big adjustment of life on a fixed income. The transition from wage earning years to retirement is never easy and with 15% of Canada’s population 65 years of age or older, working professionals who interact with elders are in a unique position to meet the needs of this growing demographic.

The Elder Planning Counselor (EPC) program is a series of informational, workshop-styled seminars offered at Ashton College in partnership with the Canadian Initiative for Elder Planning Studies (CIEPS) and is the first elder-focused educational program of its kind. It is designed by Canadians and for Canadians.

The comprehensive classroom modules that make up the EPC curriculum are designed to enrich the knowledge and understanding of those working with the 50+ age group by educating them on the evolving and specialized needs of Canada’s elders.

Delivered by industry specific experts, Ashton’s EPC program will enable you to assist the elderly in financial planning and care and most importantly, in terms they will accept and appreciate.

The EPC is recommended for:

  • Insurance and Financial Planners
  • Realtors
  • Lawyers
  • Accountants
  • Caregivers
  • Medical Personnel
  • Anyone working with or caring for individuals over 50

Presenters

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Dan Levitt – Keynote Speaker

Dan Levitt shepherds the enhancement of social, spiritual and care needs for more than 300 seniors, inspiring a team of over 400 employees and volunteers with a commitment to continuously improving quality of life.  Dan is an Adjunct Professor in Gerontology teaching Long Term Care Administration at Simon Fraser University.  He has appeared on television and radio as well as authoring  many articles in newspapers and professional journals.  His insights on seniors care leadership are sought after at events across Canada, the United States, Europe, Asia, Australia and New Zealand.

Rhona

Rhona Konnelly

Rhona Konnelly has over 3 decades of diverse insurance, financial and estate planning experience. She has served for many years in senior Specialist and Director roles with some of Canada’s leading financial services organizations. Rhona earned her Chartered Life Underwriter’s Degree (CLU) in financial services and estate planning in 1998. In 2005 she received the Elder Planning Counselor (EPC) designation and Certified Professional Consultant on Aging (CPCA) designation; both of these credentials build on her in-depth experience and assist her in advising elders and their families on the financial, social and health aspects of retirement.

Becky Wong

Becky Wong

Becky Wong holds a Bachelor of Commerce (Honours) from the University of Manitoba and has a wide variety of accreditations, including the Certified Financial Planner (CFP), Financial Management Advisor (FMA), and Elder Planning Council (EPC). Becky owns a financial planning practice and is also a contributing editor for Canadian MoneySaver Magazine.

I took the EPC designation course at Ashton College. I found the enrollment process simple and flexible. During the course, I enjoyed all of the speakers, and the course content was very informative and has helped me in my business. I would definitely take more courses through Ashton College.

Carol Spruce - EPC Graduate

Program Outline

The Program Outline includes more details about the structure, duration and modules of the EPC, as well as certification information. View the Program Outline by clicking the button below.

Program Outline »

Fees

Registration fees for this course can be seen on our Fees webpage:

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Note: Fees Include Tuition and Textbooks.

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