WELCOME TO US 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.

The US Initiative for Elder Planning Studies (USIEPS), 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.

USIEPS 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.


Modules that are relevant and specific to your professional practice, together with the flexibility to tailor your learning towards your career objectives. Introductory EPC Modules are available for your convenient viewing and review:

Introductory EPC Modules are available for your convenient viewing and review: