Our mission is to enrich the knowledge and understanding of professionals including Insurance and Financial Advisors, Financial Planners, CPA's, Real Estate Agents, Attorneys and Accountants, Insurance Agents/Associates, Care givers, Medical personnel and generally people who work in the 50+ age group through education on topics focusing upon the evolving and specialized needs of Americans as they age.


Please review before Sign Up: Overview of AIEPS Website and Training Portal.


The American Initiative for Elder Planning Studies (AIEPS), in partnership with the Canadian Initiative for Elder Planning Studies (CIEPS), believes that working with the maturing client involves a "total needs approach". These needs evolve from an individual's early wage-earning years, continuing to change as they move through the aging process. Our Elder Planning Counselor (EPC) curriculum is a comprehensive education program designed to recognize these needs and provide you with the essential knowledge and tools necessary to effectively develop a proper rapport and design practical solutions.

AIEPS offers you:

The most comprehensive, up-to-date educational content available in the marketplace today.

  • Access to quality education from a company that is respected in the Financial Services Professional Development field.
  • Educational instruction and content from many internationally recognized, qualified educators who are highly regarded in their fields.