WELCOME TO AMERICAN INITIATIVE FOR ELDER PLANNING STUDIES

Our mission is to enrich the knowledge and understanding of professionals including Insurance and Financial Advisors, 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.

 

EPC NEWS
News Update: Texas Tech - Four Significant Reasons for the EPC Designation - Posted by Dennis R. Robinson -   Posted: Sun, 03 Feb 2019 21:54:07 EST
The clear choice of the elder-centered, trusted professional

According to the US Census Bureau (2018) there are over 51 million people age 65 and older in the United States accounting for 15.6 percent of the total population. 


The Four Simple but Significant Reasons for the Elder Planning Counselor (EPC) Designation

1. Designation programs need to be recognized by an accredited educational body whose reputation for academic excellence is unparalleled.
The EPC Designation is available through Texas Tech University.  As of 2016, Texas Tech is listed among the nation's top doctoral universities in the Carnegie Classification of Institutions of Higher Education and achieved Tier One status.  The successful EPC student will receive a certificate of completion by the Texas Tech University Board of Regents and 1.6 1.6 CEUs from Texas Tech University

2. Designation programs need to be about the client or customer, not the Professional. 
You need a program that’s about new information, not new students. The EPC is a gateway to more education and not a destination of itself. An EPC is a ticket to learn more from Advanced EPC programs and regularly updated text materials available to every graduate. It’s not just about getting a new badge. 

3. EPC is about the Elder. Other programs are about the designee. It’s that simple…
Sum up the relative nature of competing programs by the way they address their target audience – EPC call them “Elders” and others call them “Seniors”. “Elders” are those “deeply respected because age”. “Seniors” are simply people with money “whose date of birth makes them old enough to be a part of the club.”

4. The programs faculty and content has been utilized by over 20,000 designees in Canada.  The program includes: 
- Over 1000 pages of educational information focusing on education not passing an exam.
- LIVE EPC classes for exam preparation after pre-class study not the whole program itself.
- Educational material to help professionals of every calling provide better advice to the aging population.  
- Connections to a pipeline of continuing education programs to make you a better professional, helping seniors - not a better salesperson.

Announcing Continuing Education Agreement with Texas Tech University  Posted: Thu, 03 Jan 2019 13:50:28 EST
Phoenix, Arizona, December 17, 2018:  The Board of Directors for AAP, Americans for Asset Protection, announces its newest designation program the Elder Planning Counselor Designation available through the Center for Financial Responsibility under the Department of Personal Financial Planning at Texas Tech University.  

“The Elder Planning Counselor (EPC) Designation is designed to enrich the working professionals’ knowledge and understanding of Americans as they age the aging population for working professionals,” Kim O’Brien AAP’s CEO and Vice Chairman, announced.   The EPC Designation offers valuable elder information for Insurance and Financial Advisors, Real Estate Agents, Attorneys, Accountants, Caregivers, Medical personnel and generally people who work with individuals 50 years old or older.  “This newest program continues our commitment to an educated and trained professional workforce promoting the benefits of asset protection products like life insurance and annuities,” O’Brien says.  

Texas Tech University Center for Financial Responsibility’s Director, Ashley Guillemette, MPA is pleased with this addition to their e-Learning platform.  “The Elder Planning Counselor (EPC) curriculum is a comprehensive education program designed to provide essential knowledge and tools necessary to effectively work with elders and design practical solutions for their financial and emotional well-being,” Guillemette says. 

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. O’Brien adds that the “content includes aging health issues, social psychological issues, financial issues and communication and other timely issues.”   

To sign up for the designation program simply Enroll Now. Once the coursework and exam is completed successfully, the Texas Tech University will issue a certificate of completion.  In addition, official transcript of completion can be accessed through Texas Tech University Registrar’s Office. In addition, the coursework offers 1.6 CEUs from Texas Tech University.