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With a rapidly aging demographic in Canada, there is an urgent challenge to meet the health and personal-care needs of this growing segment of our population. The Long-Term Care Certificate program is designed to help financial advisors rise to this task by preparing their clients to consider and plan for their long-term care needs.
This certificate program provides an understanding of the design and structure of current long-term care insurance plans and explores the chronic conditions many seniors experience, the costs of continuing care, and the various government programs available so that you can adequately assess your client’s risk of not being able to afford proper care.
To successfully obtain the Long-Term Care Insurance Certificate, candidates must complete all seven modules in this program within one calendar year.
In this module, you will learn to identify and explain why population aging is occurring, how it impacts our healthcare system and the implications for clients. You will also be introduced to seven critical issues being addressed in Canada’s health care system within the framework of long-term care insurance.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 3 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes
Completion Requirements:
Members: $232.50 plus shipping & taxes
Non-members: $395.25 plus shipping & taxes
Administrative Policies:
This module considers the social factors affecting seniors include discrimination and ageism as well as ethics in marketing to seniors. Aging and health concerns are examined with the difference between normal aging and unhealthy aging. Major health conditions that affect older adults and how they should prepare in advance for a medical emergency are considered.
Members: $232.50 plus shipping & taxes
Non-members: $395.25 plus shipping & taxes
Administrative Policies:
Members: $232.50 plus shipping & taxes
Non-members: $395.25 plus shipping & taxes
Administrative Policies:
This offering examines aging and health concerns, and differentiates between normal aging and unhealthy aging. This module also reviews the major health conditions that affect older adults and how they should prepare for a medical emergency.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 4 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes
Completion Requirements:
Members: $232.50 plus shipping & taxes
Non-members: $395.25 plus shipping & taxes
Administrative Policies:
This module addresses government care programs, which are delivered through each province’s Ministry of Health. Topics discussed include the factors that influence care options such as unique housing needs, the need for home care or community care, the need for respite for the caregiver and the support of a care manager.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 4 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes
Completion Requirements:
Members: $232.50 plus shipping & taxes
Non-members: $395.25 plus shipping & taxes
Administrative Policies:
This module considers how the needs of the insured will change over time, and how benefits under the LTC policy should reflect those changes. This module also considers the special way in which seniors respond to communication.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 4 CE, including 1 Ethics
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: Disability Insurance and Other Living Benefits, Jacqueline Figas, 3rd Edition, $69.95 plus shipping & taxes
Completion Requirements:
Members: $232.50 plus shipping & taxes
Non-members: $395.25 plus shipping & taxes
Administrative Policies:
A discussion of the underwriting process and the medical considerations that differentiate underwriting LTC insurance from underwriting DI or CI insurance.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 2 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes
Completion Requirements:
Members: $232.50 plus shipping & taxes
Non-members: $395.25 plus shipping & taxes
Administrative Policies:
An extensive consideration of various insurance policy structures such as the reimbursement-based, the indemnity-based and the income-based models. The module also reviews the two major types of benefits: home care benefits and facility benefits.
Format: Online learning & quiz
Pre-requisites: None
CE Credits: 2 CE
Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.
Additional Material Required: The Aging Client and Long-Term Care, Jacqueline E. Figas, 3rd Edition, $69.95 plus shipping & taxes
Completion Requirements:
Members: $232.50 plus shipping & taxes
Non-members: $395.25 plus shipping & taxes
Administrative Policies:
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