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Individual Professional
Modules With Individual CE
Enjoy the freedom to take as little or as much CE
individually that you need to meet compliance, with our individual professional modules with individual CE (Over 45 CE)
ABUSE, NEGLECT AND EXPLOITATION OF OLDER CANADIANS
Learning Objectives: Click Here
Learning Objectives:
• recognize the various types of abuse, including physical, sexual, psychological and financial abuse, as well as neglect and self-neglect
• identify the signs of abuse of older persons, and its most frequent sources
• understand the roles and responsibilities of service professionals
• implement appropriate support strategies to help protect the clients when they are in physical or emotional danger
• create strategies that protect clients and minimize the potential for abuse
• appreciate the legal considerations and our privacy legislation
• respect the legal and moral/ethical issues.
This module reviews the topic of abuse of seniors in terms of acts of commission,
omission and neglect as related to Human Rights theory and praxis.
ADVOCACY
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Learning Objectives:
• understand the need for advocacy, at various levels and in various circumstances
• identify road blocks to services and understand the impact these present on a clients’ wellbeing
• differentiate between advocacy and activism
• learn how to most effectively employ advocacy strategies to be mutually beneficial to the seniors (and their families) they deal with, and to themselves, as professionals
• communicate a client’s needs effectively
• appreciate the importance of follow-up and follow through
• articulate how proper advocacy serves their client base, business, and quality of community experience.
Professionals are often the first to become aware of the challenges and obstacles clients experience in attempting to access appropriate systems and resources. In this module, professionals learn about the critical importance of advocacy — a role, poorly understood and little practiced.
AGING AND SOCIETY
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Learning Objectives:
- understand the roots of how cohort effects can modify the value orientations, beliefs, attitudes, fears and behaviours of the age 50 +
- describe how these emerging values and fears impact how clients relate to health, family, money, and aging
- list some of the barriers that interfere with compliance to a plan, as well as elements that support successful follow-through
- describe concepts of ageism and age discrimination, and participants are challenged to recognize and identify how their own beliefs about aging impact their relationships, strategic plans and conversations with their own clients.
This module gives an understanding of societal influences that affect the aging experience, how generational and cohort effects contribute to how we perceive and plan for our aging experience, and the significant impact of respectful and age-appropriate community engagement.
ALZHEIMER’S AND
RELATED DEMENTIAS
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Learning Objectives:
- list the most common types of dementias, and understand how they present themselves
- explain how the definition of dementia differs from the definition of Alzheimer’s Disease
- distinguish forgetfulness from dementia
- understand how family dynamics change when a member is dealing with cognitive impairment, memory loss and the other manifestations of Alzheimer’s Disease
- differentiate between the 3 main stages of Alzheimer’s Disease
- communicate effectively with a person who has Alzheimer’s Disease
- demonstrate support for family members, and share caregiving tips and resources
- identify the ongoing and progressive costs of care
- create a strategy that incorporates the current and emerging elements of care
- evaluate, review and revise plan as necessary.
This module introduces the most common types of dementias, their prevalence,
and implications for individuals, families, and communities, in this aging society.
CANADA’S HEALTH CARE SYSTEM
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Learning Objectives:
• understand the guiding principles of Federal/Provincial health agreements, as well as the entitlements of Canadian residents covered by these agreements
• appreciate how the healthcare system serves as one of the determinants of health, with a special understanding on how these health care services impact seniors
• describe the essential elements of Canada’s complex health care system, what it was intended to offer, what it can offer, and the outstanding and emerging stressors on this system
• advise clients about what to expect from our health care system, and
• prepare clients to identify health services that were never intended to be offered through our universal care system.
Here, the genesis, historical development and current status of Canada’s
Health Act and the Federal/Provincial Health systems are described.
CAREGIVERS AND
CARE-GIVING
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Learning Objectives:
• understand the nature and duration of ‘The Care Years’
• describe the impact of care-giving on family dynamics; health status; morbidity and mortality; income and employment; the family budget; burn-out; retirement savings; vacations and recreation; respite; volunteerism; community involvement
• quantify the costs of caregiving, in terms of out of pocket expenses, lost earning, advancements, retirement and pension opportunities
• list the physical and emotional challenges associated with caregiving
• develop strategies that help clients prepare for future care needs for themselves and their families
• monitor, review, and amend strategies as necessary.
This module provides extensive information on these pervasive roles and functions
which affect so many Canadian families, economically and psycho-emotionally.
CHRONIC ILLNESS IN SENIORS
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Learning Objectives:
• list the more commonplace medical conditions among seniors (e.g. heart disease and stroke; arthritis; diabetes; osteoporosis; visual impairment and hearing loss)
• appreciate the impact of sensory deficits when interacting and communicating with affected seniors
• explore chronic illness management strategies with clients and families
• identify the long-term service implications
• create a service strategy that incorporates the necessary age-related considerations
• monitor, review, evaluate and amend the plan as required.
While this module explains that longevity and independence are the norms among Canadian seniors, there are also widespread, common health challenges in the older age groups that must be considered when assisting clients with the development of an effective service strategy..
COMMUNICATING EFFECTIVELY WITH MATURING CLIENTS
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Learning Objectives:
- describe the core value systems of different cohorts
- demonstrate how to build client relationships of trust and confidence
- employ effective communication techniques when faced with seniors’ health issues, such as pain, disability, visual impairment, and hearing loss
- understand market research findings, bearing on seniors’ media use, buying patterns, decision-making as consumers and risk-tolerance are presented to illustrate the optimal marketing strategies with the seniors and boomers’ groups
- identify the values that trigger a willingness to consider service strategies, and how to maximize compliance with adherence with a well crafted and age-appropriate plan.
Information is provided on how to develop special marketing strategies for the aging
population, based on the unique characteristics of this ever-growing group.
END-OF-LIFE PLANNING
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Learning Objectives:
• define hospice palliative care
• understand the different settings in which hospice palliative care is provided
• describe advance directives, living-wills, heroic measures and DNR (do not resuscitate) instructions
• list the elements of funeral planning
• quantify costs of end of life services, and help clients prepare financially
• encourage clients to establish the necessary substitute decision making documents to ensure their voice is represented at every stage of the life and death process.
This module helps professionals develop a better knowledge of hospice and
palliative care, when these services are used and how they affect families.
ESTATE PLANNING
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Learning Objectives:
- understand the role of various estate planning strategies
- describe, define and differentiate between durable Power of Attorney, wills, taxation factors, probate, trusts and tax-advantaged charitable giving options for Canadians.
- explore the client’s objectives in the effective transition of assets
- describe the outcomes associated with the various strategies
- select the appropriate strategy that creates the intended result for the client
- guide the client in seeking the appropriate professional assistance to develop a personalized estate plan.
The fundamental elements of Estate Planning are described in order to gain insight into the mechanisms that influence legacy-creating behaviours as well effective strategies to ensure the client intended end-of-life transfer of wealth and assets.
ETHICS
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Learning Objectives:
• understand the details of the various value systems and attitude sets which are the basis for ethical professional practice
• identify why ethical practice is especially important for aging and vulnerable clients
• describe the specific elements of the Certified Professional Consultant on Aging (CPCA)® Code of Professional Responsibility, and
• demonstrate how the elements of the Code of Professional Responsibility are expressed in daily practice
• define the investigative and disciplinary role of the Age-Friendly Business Independent Board of Standards
• explain the importance of this independent Board of Standards in maintaining the integrity of the designation and the protection of the public.
This module examines ethics as a pervasive, core element of qualitative practice in
all professional disciplines, and its special importance to service Professionals.
LONG-TERM CARE
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Learning Objectives:
• define the range and nature of Long-Term Care (LTC) services available in Canada
• classify care facility selection and review
• quantify care facility costs; home-care services and their related costs
• describe government eligibility and subsidization criteria
• explain formal and informal patterns of LTC services
• present the benefits and eligibility requirements long-term care insurance, (LTCI)
• communicate how effective planning ensures greater choice and access to necessary age-related assistance and care resources
• prepared clients for potential and emerging long-term care costs through the LTCI or self-insured savings.
This module explores how seniors and their families
address the relevant issues of Long-Term Care.
MENTAL HEALTH,
GRIEF AND LOSS
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Learning Objectives:
• list and describe Dr. Elizabeth Kubler-Ross’s ‘5 Stages of Death and Dying’, and recognize the stages where a client can and cannot make important life planning decisions
• recognize the ‘Task Model’ of grief resolution
• communicate with greater sensitivity with clients and families experiencing the grief and loss journey, not only in terms of death and bereavement, but also in situations involving loss of independence and/or certain functional capacities
• understand the differences between depression and dementia
• appreciate the risk factors for seniors and suicide
• learn about local resources that support senior mental health requirements.
The mental health issues of later life, including depression, anxiety states and suicide are explored via this module. Professionals are also introduced to the myriad of losses experienced as we age, as well as the theories, models and strategies that help us understand the healing processes.
PHYSIOLOGICAL
ASPECTS OF AGING
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Learning Objectives:
• understand the fundamental and universal processes of aging, theories of aging, and some basic concepts of gerontology
• identify how these universal physiological changes impact and threaten a client’s quality of life (physically, emotionally, mentally, financially and spiritually) as they transition in later years, and
• list, monitor and review the age-related elements that need to be addressed and incorporated into a proactive plan to better prepare clients for these progressive stages.
Key facts regarding age-related biological and physiological system changes are presented in this module; with an introduction of the implications of quality emotional and financial well-being during the various life transitions.
SENIORS’
NUTRITION AND FITNESS
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Learning Objectives:
understand the relationship between good nutrition and exercise, and cognitive health and wellbeing
identify the basic principles underlying seniors’ wellness and lifestyle issues
describe how lifestyle influences quality of life even more so as we age
quantify the potential savings of positive lifestyle changes
communicate in a way that promotes and encourages compliance and commitment to positive lifestyle practices
serve as a role model by incorporating and demonstrating positive lifestyle habits.
This module discusses the importance of sound dietary practices, good nutrition
and appropriate exercise in the lives of Canada’s maturing population.
SENIORS AND MONEY
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Learning Objectives:
• learn how boomers and seniors have a different relationship with money and
• understand how these different relationships impacts clients’ willingness to comply with specific age-related strategies
• identify the key values and drivers associated with the various age cohorts
• position and communicate their planning recommendations in a way that respects these values
• calculate options for aging Canadians with particular emphasis on the unique, differential needs of seniors and boomers
• incorporate relevant elements into a client strategy, evaluate, review and amend as required.
The fundamentals of the true MEANING of money in the lives of seniors and boomers is explored
from the standpoint of the relevant psycho-emotional processes and value systems involved.
SENIOR HOUSING OPTIONS
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Learning Objectives:
• understand the full range of housing options available to seniors,
• list the features of Assisted Living Facilities (ALF’s), the campus concept, group home care, care facilities, and home-sharing
• advise seniors and their families about the options that best meet their significant transition requirements
• know where to get additional support or information about the housing options available in their community
• identify costs associated with each option
• communicate effectively to clients and families
• prepare clients for the expenses of remaining in place, as well as moving to other levels of care
• review plans, evaluate, and amend as necessary.
The gerontological concept of aging in place is developed in the context of the almost universally
expressed desire of seniors to remain in their own home as long as possible.
AGING AND SPIRITUALITY
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Learning Objectives:
• understand the patterns of religious involvement, and how these change and evolve with age
• distinguish between religion and spirituality and how they serve different roles in a senior’s life
• recognize how a senior’s spiritual beliefs influence the quality of engagement and a sense of well-being with themselves and their community
• define the role of the faith community in helping seniors feel connected
• describe the importance of reminiscence in later life.
Professionals are given insight into how the core-values and spiritual needs of older persons play a significant part in
their decision-making and consumer behaviour, and ultimately, making sense of their journey in this life.
THE FAMILY AND
SOCIAL SUPPORT SYSTEM
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Learning Objectives:
• understand the concepts of social support systems and social networks
• describe how life transitions, such as divorce, re-marriage, blended families, widowhood all bring about significant changes
• recognize the impact of such events on the emotional well-being of seniors and boomers
• anticipate and address the adjustments necessary to re-establish a plan that better serves the new realities of these significant life transitions.
The dynamics and implications of family interaction, and how these change
over time as families age is emphasized in this module.
THE NEW RETIREMENT
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Learning Objectives:
• identify myths vs. realities of the new retirement concepts
• describe the 9 stages of retirement
• identify retirement stresses, and
• list the challenges of a quality retirement experience
• define the hardy retirement personality
• recognize how retirement is experienced differently by women
• define elements of a successful retirement
• quantify the retirement requirements
• develop a meaningful retirement plan that incorporates the values of interests of the clients and the funding necessary
• review, monitor and amend plan as necessary
• demonstrate the importance of shifting from the perspective of advice giver to educator.
Explores the ways in which the boomers are redefining retirement, and the different conversation professionals
will need to engage in to meet the evolving needs and lifestyle of this important cohort.
TRENDS AND
THE EXPERIENCE OF AGING
Learning Objectives: Click Here
Learning Objectives:
• be familiar with the overall profile of seniors nationally and internationally
• understand the predictive strengths and limitations of our forecasting tools
• identify and respond to some of the fundamental questions clients are facing in preparing for the later years
• describe the underlying implications of demographic trends, longevity, and
• illustrate how a sound and age-relevant plan can ensure that these extra years are being experienced well now, and potentially in the years to come.
This module provides an understanding of the relevant demography of aging; and market-useful
knowledge of social, economic and health patterns in the over-50 population.
Aging and The Law Professional Modules
All of our Aging and The Law modules can be taking individually with individual (CE) Please call one of the
Age-Friendly Business Team member to purchase
the modules individually that fit your needs.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• recognize the ‘triggers’ of possible mental capacity challenges
• understand the difference between plenary capacity and decisional capacity – from ‘all or nothing’ to ‘capacity for what’?
• list common myths about age and incapacity
• describe techniques to better support the client’s capacity
• understand the importance of note taking
• identify some ethical challenges within key professions
When Your Client’s Capacity is in Doubt. How can I help and what do I need to know?
This session will consider key ethical and legal obligations of professionals when they suspect that their client may have some mental capacity challenges. It will provide a legal overview of capacity law in Canada and suggest tips for practice in working with these clients.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• establish a clearer understanding about the law of consent
• learn how advance care planning can occur – it’s not just a piece of paper!
• identify legal and ethical obligations raised by advance care planning
• recognize about how different jurisdictions each have their own system of health and personal care substitute decision-making
• describe how policies and protocols may be in conflict with the law and what to do to support your client in these circumstances
Advance Care Planning & Health Care Consent – Beyond the Piece of Paper.
How to plan for the future without losing out on the present. Advance care planning is one of the most popular areas of interest for older adults who want to plan for future health care substitute decision-making – but it is also one of most misunderstood areas of elder law, both by older adults and professionals alike. This seminar will ground participants with a solid understanding of the relationship between advance care planning and the law of consent. It will also raise similarities and differences in approach and in legislation across the country. Participants will learn about the ‘process’ of advance care planning and how to identify when health or housing policies are in conflict with the laws.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• learn the key terminology and differences between Powers of Attorney and Wills.
• understand the basics of how a Financial Power of Attorney works and dispel common myths
• recognize and understand the differences – general, enduring, springing, limited etc.
• explain innocent and predatory misuse / abuse of power of attorney
• identify tips towards good practice for assisting clients to the fullest extent
Financial Powers of Attorney – Myth Busters. You may be surprised!
In Canada, Financial Powers of Attorney are important advance planning documents, which let you choose another adult to make decisions on your behalf. Not having one can create problems, but having one can create problems too! This seminar will provide a solid base of understanding of different types of powers of attorney, how laws are different in each Canadian jurisdiction, common mistakes, uses and abuses.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• recognize the challenges of addressing aging issues that are impacted by both federal and provincial legislation
• understand the advantages and disadvantages of having more than one set of documents
• describe how inter-jurisdictional issues can give rise to elder abuse
• list myth-busting common misconceptions regarding jurisdictional issues and advance planning documents.
Inter-jurisdictional Issues – When common law is not so common.
The majority of issues raised in ‘elder law’ in Canada are different in each province/territory. However, many Canadians hold property, visit family, or retire to other jurisdictions. Our laws are jurisdictionally bound, but our clients are not! This seminar will focus broadly on challenges to inter-jurisdictional clients, and then will focus on good practice in the area of planning documents, such as financial powers of attorney and advance care planning.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• recognize a private care arrangement – open or hidden
• know key questions to ask – the ‘what ifs’
• identify triggers to issues of cultural appropriateness
• describe how private care arrangements may affect wills, gifts, etc.
Private Care Arrangements. All Under One Roof?
This session will train you to better recognize private care arrangements – typically a promise to provide care to an older adult in exchange for a large asset, often the family house. While private care arrangements are common, few clients have ‘thought this through’. This session will raise 20 common ‘what ifs’, and provide suggestions for you to assist your clients in considering whether to enter into a private care arrangement, and if so, how best to protect their rights.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• know key questions to ask – the ‘what ifs’
• list the common law, same sex and ‘informal’ relationships which may have legal implications
• describe how later life relationships and marriage may affect wills, gifts
• understand issues relating to capacity to marry or divorce
Later-life Love and Marriage – Yours, Mine, Ours. Theirs?
How many of your clients are on their second, third or even fourth marriage? How many have blended families? How many are now ‘living together’ but do not realize that this might be considered a common law marriage? What implications does a later life marriage have on private care agreements, family arrangements including loans and guarantees, or wills and advance planning documents? You and your clients may be surprised. This seminar will provide an overview of common misconceptions and provide some insights in how to improve your practice on these important issues.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• identify hidden family age-related arrangements – loans and guarantees
• learn about the law of ‘advancement by portion’ – assumptions / misunderstandings about loans and ‘the will’
• explain innocent misunderstandings regarding loans vs financial elder abuse.
Family Age-related Arrangements – Loans, Legacy, Love & Lies
With the age-related downturn and the credit crunch, inter-family age-related arrangements are becoming increasingly common – and for many seniors – increasingly dangerous. Many seniors may want to ‘keep the peace’ in the family and end up providing loans or signing guarantees for their family members. In some cases this makes sense and can work well. In other cases, it can be disastrous for the senior, who has no way of making up that lost money. This seminar will review inter-family family dynamics, consider how to recognize this kind of (often hidden) transaction and how to understand how such a age-related arrangement may affect interpretation of the senior’s will. This seminar will also provide some tips on how to best support and protect your client.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• understand key issues relating to ‘access’ and ‘visitations’ and support
• learn about inter-generational abuse issues (grandkids abusing grandparents / grandparents abusing grandkids)
• describe how substitute decision-making and grandparenting is related and ranked.
Grandparents – Access, Estrangement, Rights, & Money
How many of your clients are, or hope to become, grandparents? How many of them provide childcare, support, gifts or trusts for their grandchildren? What happens if your client has a falling out with their children – do they have a right to visit their grandkids? This seminar will focus on key rights and responsibilities relating to law and grandparenting issues
in Canada.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives
• understand the term ‘common purpose’ within the privacy context
• explain ‘who is my client’ concerns regarding document disclosure
• describe key differences between federal and provincial privacy laws
• know the similarities and differences between ethical restraints on disclosure and legal restraints on disclosure
• identify the relationship and processes of consent to disclosure.
Privacy and Aging – Hot Topics
From ‘Granny-Cams’ to health records, from capacity concerns to dealing with ‘the family’, this session will provide an overview of the intersection of privacy law and aging issues.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• recognize areas of current personal / professional planning vulnerability
• identify key professional needs according to professional codes of conduct / practice
• create emergency back-up plans in case of emergency, illness or other need.
Your Own Arrangements – Taking Care of Business – Practicing to a Higher Standard. Why you HAVE to!
Are you a professional with clients who depend on you? Do you have clients who assume that you will ‘always be there’? Anyone can be vulnerable to illness or accident, or you may even decide to slow down your practice to pursue other experiences. This seminar will provide an introductory overview to helping you better understand what you may need to do to get your own professional and personal planning in order.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• understand ‘elder abuse and neglect’ in the Canadian context
• identify the major areas and types of elder abuse and neglect
• recognize the ‘signs’ that may indicate that an older adult is suffering from abuse or neglect
• explain the need to respect older adults who choose to live ‘at risk’ – how to avoid ‘saving’ people who do not wish to be ‘saved’
• list the barriers that older adults face in getting help
• document resources in place for responding to the abuse and neglect of older adults (including legislation and community resources.)
Elder Abuse – Rights, Responsibilities, Reticence & Respect
By conservative estimates, 1 in 12 seniors in Canada are subject to some form of abuse and neglect. Many think that it is more likely to be 1 in 8. With the significant demographic shift, all professionals need to understand key issues raised by abuse and neglect in Canada, learn how to work with abused seniors and how to understand and support their needs. “Missing” indicators of abuse and neglect can even give rise to personal and professional responsibility – this is a must attend seminar for everyone working with seniors.
Aging & The Law
Learning Objectives: Click Here
Learning Objectives:
• understand the effects of an aging population on family caregiving
• aware of the current legal framework governing family caregiving programs
• describe the differences between palliative care leaves and other caregiving leaves.
Family Caregiving – Leaves and Legal Issues. When you need to ‘drop everything’ to take care of an older relative, can you?
More than 1.7 million adults aged 45-64 provided informal care to almost 2.3 million seniors with long-term disabilities or physical limitations. Current statistics also indicate that 80% of elder care is delivered through informal care arrangements and over 60% of adults with disabilities require the assistance of family members to accomplish daily living activities. As such, every professional who works with older adults needs to understand the basics of family caregiving leaves in Canada. This seminar will provide an overview of government family caregiving leave provisions, union or work arrangements, and more. It will consider the rights and responsibilities of both caregivers and employers when a family caregiving leave becomes necessary.
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