The Gap

Healthcare access risk can now be identified — but rarely translated into structured execution. Without a disciplined methodology, system realities, coverage design, and funding architecture remain fragmented, leaving advisors without a defensible framework for coordinated client strategy.

The Framework

CHAP™ operationalizes healthcare access planning through a structured 6-Stage model—aligning exposure identification, coverage audit, strategic design, documentation, and monitoring within professional scope.

The Professional 

For licensed advisors committed to advancing beyond product review, this capstone course formalizes healthcare access planning as a disciplined advisory function—equipping professionals to deliver structured, defensible strategy in a variable system.

What You'll Gain 

Structured Execution     

The ability to design and document defensible healthcare access plans using the CHAP™ 6-Stage Planning Framework.

Integrated Strategy 

Advanced skill in aligning system realities, coverage architecture, and funding pathways within client-specific circumstances.

Professional Authority 

The confidence to operationalize access risk within regulatory scope and elevate advisory discipline through structured methodology.

Recognition & Governance 

CHAP™ is governed by ICHAP™, an independent not-for-profit standards body. The Board of Directors—spanning healthcare, insurance, legal, and provider expertise—oversees ethics, standards, and examinations. CE accreditation with leading bodies is in progress.

Enrollment Path 

Enrollment is simple and immediate. Register online, pay securely, and begin the program right away. No approvals or wait times. Upon successful completion, participants receive the CHAP™ designation and certificate. To maintain the credential, a short annual refresher course is required.

How It’s Delivered

Delivered fully online by CarePath Education Group, an ICHAP™ authorized provider. The program includes self-paced modules, knowledge checks, case studies, required readings and text, and a final evaluation. Physical material is available on request.  

Curriculum

6 Chapters · 43 Lessons

  1. 1

    Course 3: Designing The Healthcare Access Plan

    1. (Included in full purchase)

      Welcome to Course 3

    2. (Included in full purchase)

      Required Reading

  2. 2

    Module 1: Designing the Healthcare Access Plan

    1. (Included in full purchase)

      Introduction to Module 1

    2. (Included in full purchase)

      The CHAP™ Planning Framework

    3. (Included in full purchase)

      Stage 1 - Client Profiling

    4. (Included in full purchase)

      Stage 2 - Access Exposure & Objective Analysis

    5. (Included in full purchase)

      Stage 3 - Current Coverage & Structure Audit

    6. (Included in full purchase)

      Stage 4 - Analysis - Connecting the Dots

    7. (Included in full purchase)

      Stage 5 - Recommendations

    8. (Included in full purchase)

      Stage 6 - Monitoring & Documentation

    9. (Included in full purchase)

      Why It Matters

    10. (Included in full purchase)

      Quiz: Test Your Understanding

  3. 3

    Module 2: Applied Case Studies

    1. (Included in full purchase)

      Introduction to Module 2

    2. (Included in full purchase)

      Real World Application - Access Strategy in Practice

    3. (Included in full purchase)

      Case Study 1: Two Outcomes, One Diagnosis — Cancer Screening & Continuity

    4. (Included in full purchase)

      Case Study 2: Two Outcomes, One Injury — Orthopedic Access & Career Security

    5. (Included in full purchase)

      Case Study 3: Two Outcomes, One Diagnosis — Elder Care & Retirement Stability

    6. (Included in full purchase)

      Case Study 4: Two Outcomes, One Delay — Pediatric Care & Family Impact

    7. (Included in full purchase)

      Integrating Healthcare Access into the Broader Perspective

    8. (Included in full purchase)

      Why It Matters

    9. (Included in full purchase)

      Quiz: Test Your Understanding

  4. 4

    Module 3: Professional Leverage: Integrating Healthcare Access Planning into Advisory Practice

    1. (Included in full purchase)

      Introduction to Module 3

    2. (Included in full purchase)

      From Product Review to Structural Risk Architecture

    3. (Included in full purchase)

      Implications for Advisory Process

    4. (Included in full purchase)

      Professional Opportunity

    5. (Included in full purchase)

      Why It Matters

    6. (Included in full purchase)

      Quiz: Test Your Understanding

  5. 5

    Module 4: The Future of Healthcare in Canada

    1. (Included in full purchase)

      Introduction to Module 4

    2. (Included in full purchase)

      A System in Quiet Transition

    3. (Included in full purchase)

      How Policy Drift Becomes Normalized

    4. (Included in full purchase)

      Private Diagnostics: Growth by Avoidance

    5. (Included in full purchase)

      Prescription Drugs: Privatization by Default

    6. (Included in full purchase)

      The Risk of Allowing the System to Emerge Unofficially

    7. (Included in full purchase)

      Four International Models That Work

    8. (Included in full purchase)

      What Canada Can Learn

    9. (Included in full purchase)

      The Probability of Change

    10. (Included in full purchase)

      What This Means Going Forward

    11. (Included in full purchase)

      The Next Decade

    12. (Included in full purchase)

      Why This Matters

    13. (Included in full purchase)

      Quiz: Test Your Knowledge

  6. 6

    Module 5: Final Review & Assessment

    1. (Included in full purchase)

      Integrated Access Architecture and Professional Discipline

    2. (Included in full purchase)

      Course Assessment

    3. (Included in full purchase)

      Final Exam

Ready to take your career to the next level? 

Healthcare delays are one of the fastest growing risks your clients face — yet most advisors lack the education or framework to understand, assess, or plan for them. By becoming CHAP™ certified, you’ll be among the first in Canada equipped with the knowledge and tools to identify healthcare access risks and deliver proactive, protection focused strategies your clients can rely on. Stand out now, before this becomes the new industry standard. Join the movement.  Bridge the gap. Become a CHAP™.

Enroll Now!