Another Year … and So Much More to Learn

diplomaIn the spirit of continuous improvement (and to disprove the suggestion that you can’t teach an old dog new tricks…) I recently completed two Professional Development courses and received the professional designations associated with both.

In January 2015, I obtained the CEA designation and in December 2014 the EPC designation. I believe both of these designations focus on and sharpen the planning and communication requirements boomers will need to manage their future against the backdrop of the serious changing demographic, economic and social changes in our society.

The Canadian Institute of Certified Executor Advisors role is to:

  • Educate candidates to a standardized level of care, conduct and professionalism;
  • Provide current and relevant updates, tools and resources; and,
  • Facilitate and foster networking among qualified, dedicated professionals across Canada

As a Certified Executor Advisor (CEA) my role is to assess the needs of the Executor and make recommendations on resources and professionals they may require.

The Canadian Initiative of Elder Planning Studies (CIEPS) program was established as a standard of service to seniors for all professionals and business people in providing seniors with high quality services and products that best suit their lives and circumstances. The “Elder Planning Counselor” (EPC) designation will immediately help seniors identify the business people and professionals who have a special interest and proficiency in dealing with them and their needs.

More Professional Development to come, but as I branch out from a purely accounting focus to a more holistic approach to helping Executors and Seniors get their Financial Affairs in Order, I am struck by how difficult it would be for a lay person to know and keep abreast of the constant changes to legal precedents, Canadian Revenue Agency’s evolving decisions, and the requirements of Financial institutions to in some ways protect their clients, but to a large extent protect themselves from potential litigation. More thoughts on this in the weeks and months ahead.

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