Contact Hours:
52 hours




Cost of Future Care / Life Care Planning Certification

The field of Cost of Future Care and Life Care Planning continues to grow throughout Canada and the United States. Rehabilitation and healthcare professionals are uniquely positioned to excel in this specialty area of practice.

The Matheson certification programs have been developed by leading experts in the field and will position you to excel and benefit from this growing market opportunity. More than ever before insurers, referral sources and courts of law are requiring those performing evaluations in this area to have specialized education, training and or certification in this practice area.

This hybrid course combines participation in 3 on-line educational modules followed by a 2 day on-site / in-person training course.This program is a must for professionals who are interested in starting practice in this specialty area or looking to hone their skill set and expand their qualifications.

Your CFC/LCP Certification Course developers and instructors have over 80 years of combined experience in private practice in BC, Alberta, Manitoba, Ontario and the US and have provided expert testimony in the British Columbia Supreme Court and Superior Court of Ontario.

Learning Outcomes

The CFC/LCP Certification Course includes 2 training pathways towards certification depending on your level of experience, the nature of your clinical practice and client population, and your own educational goals:

Certified CFC / LCP – This is recommended for clinicians entering the field of CFC / LCP and/or those preparing CFC / LCP Reports for clients with soft-tissue injuries, orthopedic injuries and pain-related disorders (52 contact hours).

  • Modules 1-3 including homework assignments.
  • 2 Day In-Person Course (Module 4).
  • Certification (requiring review of 2 CFC / LCP Reports for client with soft tissue injuries, orthopedic injuries or pain-related issues).

Certified CFC / LCP (Advanced) – This is recommended for clinicians preparing CFC / LCP Reports for clients with more complex or catastrophic injuries such as traumatic brain injury, spinal cord injury, and complex pain and mental health diagnoses (64 contact hours).

  • Modules 1-3 including homework assignments.
  • 2 Day In-Person Course (Module 4).
  • Module 5 including homework assignments.
  • Certification (requiring review of 2 CFC / LCP Reports for client with catastrophic or complex injuries or diagnoses).

Who Should Attend

Experienced evaluators. The course serves both clinicians who want to enter the field of life care planning and those already working in the field who want to strengthen their clinical practice and defensibility for medical-legal work.

The course is designed for occupational therapy practitioners. Other rehabilitation professionals including physical therapists, vocational counselors, and rehabilitation counselors will find the information applicable to clinical practice if they have a clinical background in pathology, the physical, cognitive, and emotional implications of specific disabilities, functional assessment, and rehabilitation planning. C.V. review prior to registration will be required for those rehabilitation professionals intending to pursue certification (N.B. C.V. review is not required to take the introductory module). CV’s only need to be sent in for rehabilitation professionals who are not OT’s.

Prior experience and / or formal training conducting Functional Capacity Evaluations is strongly recommended.

Please Note: Conventional Kinesiology programs do not provide sufficient educational requirements for the CFC/LCP Certification Program. Kinesiologists meeting the following criteria will be considered for admission to the program (pending CV review):

  • Have been practicing as a Kinesiologist for 5 years.
  • Have completed additional industry-recognized training/education relating to disability and functional assessment; and have practical experience conducting functional assessment.
  • Have 2 years experience working with people with disabilities in an accredited health care setting (not including exercise based activation programs).

Kinesiologists accepted to the program will be eligible for Certification only.

CFCLCP Certification Track

Educational Level

Experience performing Functional Capacity Evaluation required.

Contact Hours

52 Hours (On-Line, Lecture & Group Work)

Workshop Hours

Registration on the first day is from 8 – 8:30 a.m.
Subsequent day begins at 8 a.m. and ends at 5 p.m. with a one-hour lunch break at 12 noon and two 15 minute breaks around 10 a.m. and 3 p.m.

Course Approvals

AOTA CEU’s awarded based upon completion of the course in its entirety.

Cancellation Policy
Matheson Education and Training Solutions LLC
166 South River Road Suite 240
Bedford, NH 03110
Phone: 1-800-443-7690 (Toll Free)
603-358-6525 (Int’l)
Fax: 603-358-0116

Tania Percy, BScOT, CWCE

Tania started consulting with Progressive Rehab in 1997. Her practice involves work capacity evaluations, cost of care assessments, and community-based rehabilitation. She also trains and mentors at Progressive Rehab for WorkSafeBC FCEs to ensure quality and consistency.

Tania is highly skilled in dealing with the difficulties that traumatic brain injury sequela can bring to families, particularly when a child or adolescent is involved (she previously worked in adolescent psychiatry and brain injury rehab). During a stint in Ontario, she coordinated legislated multidisciplinary assessments and provided training and mentoring to other team members.

Shannon Smith, Senior Consultant Occupational Therapist | BSc(OT)

Shannon has a wide range of experience that includes community rehabilitation with both adults and children, return to work support, ergonomic assessment, functional and work capacity evaluations, and cost of future care assessments. Her practice has included work in both Canada and the United States. She has experience across a range of diagnoses, including orthopaedic, brain injury, mental health, spinal cord injury, neurological and chronic pain. Additionally, Shannon has post-graduate training in upper extremity function and has qualified as a Certified Hand Therapist, which brings an added level of expertise to her practice for clients with upper extremity injuries. She has been invited by WorkSafeBC to present on functional testing to the hand therapy network in British Columbia who provide treatment services to injured workers.

Lindsey Townsend, Senior Consultant Occupational Therapist | BSc(OT), BSc(Kin), Dip (FCE)

Lindsey joined Progressive Rehab in 1996 after working a number of years at GF Strong Rehabilitation Centre in spinal cord injury, brain injury, and child and adolescent services, and for Greater Vancouver Mental Health providing adolescent mental health services. She has developed a community rehabilitation practice that focuses on catastrophic injury and includes children and adolescents. She has expertise in community brain injury rehabilitation and has worked with clients in both the initial rehabilitation phase as well as longer term maintenance phase. She has experience working with clients dealing with mental health difficulties and/or chronic pain.  Her additional experience includes occupational therapy services to pre-schoolers with a range of developmental delays and medical conditions.


  1. Introduction and Review of Foundations
  • Current Issues and Challenges in CFC/LCP
  • Critical Reasoning Models and CFC/LCP Flowchart
  • Duty to The Court and Legal Principles
  1. Clinical Reasoning & Analysis
  • Methodology, Integration and Application Through Case Studies
  • Synthesis and Formulating Defensible Opinions
  • The Small But Consequential: Critical Considerations
  1. Elements of Report Writing
  • Medical Legal Context: Facts & Assumptions
  • Structure and Content


  1. Responding / Rebuttal Reports
  • Professionalism, Scope and Limitations
  1. Court & Judgements

How are you an Expert?

  • Court Preparation
  • Mock testimony: Qualifying as an Expert
  • Foundational and Recent Judgements
  1. Business & Marketing
  2. Professional Development Plan
  • Next Steps For Your Practice

Training will cover:

Please Note: Online Modules 1-3 are required prior to attendance to the live 2-day training. We recommend starting the online modules AT LEAST 6 WEEKS prior to the in-person course offering.Module 1: Introduction / Standards and Scope of Practice / Medical Legal Concepts of CFC:

  • 4 Webinars (plus homework), Exam and Q&A Webinars. 12 contact hours.
  • Module 2: Preparation (i.e. Document Review) and Assessment (i.e. Interview, Effort / Reliability / Functional Screen / Assessment / Clinical Reasoning):
    • 4 Webinars (plus homework), Exam and Q&A Webinars. 12 contact hours.
  • Module 3: Needs Analysis, Critical Considerations and Critiques:
    • 4 Webinars (plus homework), Exam and Q&A Webinars. 12 contact hours.


Module 4: In-Depth Review of Recommendations and Costs; Application of Clinical Reasoning through Case Studies; Judgments in CFC/LCP; Critique Overview; Testimony Prep;  Business and Marketing (16 contact hours).

Online – Advanced Certification Only

Module 5: Critical Issues and Considerations for Specific Injury Types / Diagnostic Areas.

  • 3 Webinars plus homework (12 contact hours).

“This Ergonomics Evaluation Certification Program is extremely valuable. Dr. LaCourse is an excellent instructor with years of hands-on experience. I would highly recommend it to anyone interested in reducing cumulative trauma disorders.”

“Also, I just completed my very first FCE today……. And it was AWESOME!!! I could hear you talking in the back of my head the whole time! Very exciting!! Thanks for such a great learning experience!”

“I was so impressed with my entire Matheson experience.”

“As a provider of FCEs for 12-plus years, I have been through several training programs. I would recommend Matheson without reservation. Thanks to your training, my staff is the best prepared in my area. It has made a difference for my business and has set us ahead of our competition.”

“Far and away the best certification course I have attended in my seven-year professional career. The instructors are knowledgeable and apply all of the information to real-world scenarios. Thank you!”

This Ergonomics Evaluation Certification Program is extremely valuable. Dr. LaCourse is an excellent instructor with years of hands-on experience. I would highly recommend it to anyone interested in reducing cumulative trauma disorders.”

“Of all the FCE training I have received, Matheson is the most evidence-based. I like that it is a battery of standardized tests, and not a standard battery of tests. It also requires thinking as an evaluator, unlike other programs that don’t allow you to consider any non-quantitative factors, which results in an opinion of functional capacity lacking in external validity. The Matheson FCE makes the most of what is available right now.”

“The Amended ADA Webinar was outstanding and I really appreciate your willingness to do them.  You have gotten to the heart of the matter in the “gray areas” that people have familiarity with, but are not comfortable discussing.  I treasure every one of these webinars.  They have helped me be a better evaluator and allowed me to speak intelligently to our employers and other referral sources.”

“I just wanted to e-mail you and let you know that I found this webinar to be extremely helpful to me in my position as an the on site PT manager. In my opinion your webinar provided excellent information about the ADA issues we may face and invaluable advice to avoid legal pitfalls related to our work site analysis and testing procedures.”

“We are utilizing the Matheson philosophy not only for Functional Capacity Evaluation, but also for the foundation of interdisciplinary treatment of chronic pain patients at our clinic in Waltham MA, Boston PainCare. The culture of function is throughout all of our departments, interventional, functional rehabilitation, medication management, sleep, and behavioral.
Spending the week training for FCEs in Keene, NH was very exciting as it allowed me to know that we are not only on the…”

The instructors did an excellent job of breaking down the complex concepts into the most simple and understandable pieces of information. My folders of countless papers from various sources, both online and off, have been consolidated into one well-laid out reference book!

Thank you for having the Essential Function Job Analysis course available. I have been doing job analyses and post offer test formulation at my company for 8 years now and this course taught me that we need to (and will) make some adjustments to our procedures to better defend any possible legal challenges. That means a great deal to me as a business owner.

“Your webinars have made me a better evaluator and allowed me to speak intelligently to our employers and other referral sources.”


Matheson Development