Powers of Attorney for Personal Care and Health Care Directives

KNOWLEDGE EXPECTED OF: QAFP® Professionals

Highest Knowledge Level: Understanding

Knowledge Levels and Associated Verbs


Awareness
The state of being aware that something exists / to have familiarity with a particular activity or subject
Understanding
To comprehend the general relationship of particulars / to have an expertise with how something works
Application
Ability to put information to use / to use knowledge for relevant, practical purposes
Evaluation
To judge or conclude by utilizing data / a systematic determination of something’s worth or significance
Define
To state exactly the meaning of
Identify
To be aware of / to recognize and correctly name / to locate an appropriate resource
Explain
To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
Determine
To ascertain / to come to a decision, such as by investigation or reasoning
Compare
To note the similarities and differences between two or more things
Estimate
To determine an approximate value for
Calculate
To find the value using mathematics
Convert
To change from one form or purpose to another
Evaluate
To reach a conclusion or make a through careful study
Interpret
To give the meaning of / to construe or understand / to translate orally

Hold cursor over or click on each term to read its definition.

  • Identify the purpose for which a personal and/or health care directive may be used.1 
  • Explain risks to an individual associated with failing to appoint a representative2 to make personal or health care-related decisions. 
  • Identify factors to consider in choosing a representative to make personal or health care-related decisions, such as:
    • Trustworthiness
    • Reliability
    • Accessibility 
  • Identify names of documents used to denote that an individual has substitute decision-making power for the personal or health care of another individual, such as:
    • Power of attorney for personal care
    • Personal directive
    • Health care proxy
    • Advance directive
    • Representation agreement
    • Living will
    • Durable power of attorney for medical care 
  • Explain when a representative’s power under a personal and/or health-care directive becomes effective. 
  • Explain when a representative’s power under a personal and/or health-care directive ceases.  
  • Explain areas of decision-making that a representative named in a personal and/or health-care directive may engage in on behalf of the grantor, such as: 
    • Housing
    • Nutrition 
    • Health
    • Safety
    • Hygiene
    • Clothing 
  • Identify whose responsibility it is to advise medical practitioners of the existence of a personal and/or health-care directive.  
    • When the grantor is able to advise medical practitioners
    • When the grantor is unable to advise medical practitioners (i.e. incapacitated) 
  • Identify events that terminate a personal and/or health-care directive, such as:
    • Revocation of personal and/or health-care directive by grantor, while mentally capable
    • Death of grantor
    • Death, incapacitation, or resignation of representative and no other (substitute or joint) representative is named
    • Court appoints a representative for personal care
    • Creation of a new personal and/or health-care directive where no clause has been added to maintain the previous personal and/or health-care directive 
  • Identify that a representative named in a personal and/or health-care directive may be entitled to compensation for their services.  
  • Identify that a supported decision-making agreement3 exists in some jurisdictions. 
  • Identify the permissible activities that a supporter named under a supported decision-making agreement may engage in on behalf of the donor. 

REFERENCES

1 The term personal and/or health-care directive also relates to a power of attorney for personal health in this section. 

2 “Representative” is used to denote the individual appointed by the grantor to make decisions or act on their behalf for personal and/or health-care-related decisions. 

3 A supported decision-making agreement refers to any document for which the grantor may appoint an individual to assist them in making decisions, while not providing that individual with any decision-making authority. 

KNOWLEDGE EXPECTED OF: CFP® Professionals

Highest Knowledge Level: Understanding

Knowledge Levels and Associated Verbs


Awareness
The state of being aware that something exists / to have familiarity with a particular activity or subject
Understanding
To comprehend the general relationship of particulars / to have an expertise with how something works
Application
Ability to put information to use / to use knowledge for relevant, practical purposes
Evaluation
To judge or conclude by utilizing data / a systematic determination of something’s worth or significance
Define
To state exactly the meaning of
Identify
To be aware of / to recognize and correctly name / to locate an appropriate resource
Explain
To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
Determine
To ascertain / to come to a decision, such as by investigation or reasoning
Compare
To note the similarities and differences between two or more things
Estimate
To determine an approximate value for
Calculate
To find the value using mathematics
Convert
To change from one form or purpose to another
Evaluate
To reach a conclusion or make a through careful study
Interpret
To give the meaning of / to construe or understand / to translate orally

Hold cursor over or click on each term to read its definition.

  • Identify the purpose for which a personal and/or health care directive may be used.1 
  • Explain risks to an individual associated with failing to appoint a representative2 to make personal or health care-related decisions. 
    • Identify names of documents used to denote that an individual has substitute decision-making power for the personal or health care of another individual, such as:
      • Power of attorney for personal care
      • Personal directive
      • Health care proxy
      • Advance directive
      • Representation agreement
      • Living will
      • Durable power of attorney for medical care 
    • Explain when a representative’s power under a personal and/or health-care directive becomes effective. 
    • Explain when a representative’s power under a personal and/or health-care directive ceases.  
    • Explain areas of decision-making that a representative named in a personal and/or health-care directive may engage in on behalf of the grantor, such as: 
      • Housing
      • Nutrition 
      • Health
      • Safety
      • Hygiene
      • Clothing 
      • Identify that a representative named in a personal and/or health-care directive may be entitled to compensation for their services.  
      • Identify that a supported decision-making agreement3 exists in some jurisdictions. 
      • Identify the permissible activities that a supporter named under a supported decision-making agreement may engage in on behalf of the donor. 
      Additional Knowledge Expected of CFP Professionals
      • Explain factors to consider in choosing a representative to make personal or health care-related decisions, such as:
        • Trustworthiness
        • Reliability
        • Accessibility
      • Explain events that terminate a personal and/or health-care directive, such as: 
        • Creation of a new personal and/or health-care directive where no clause has been added to maintain the previous personal and/or health-care directive
        • Court appoints a representative for personal care
        • Death, incapacitation, or resignation of representative and no other (substitute or joint) representative is named
        • Death of grantor
        • Revocation of personal and/or health-care directive by grantor, while mentally capable
      • Explain whose responsibility it is to advise medical practitioners of the existence of a personal and/or health-care directive.   
        • When the grantor is unable to advise medical practitioners (i.e. incapacitated) 
        • When the grantor is able to advise medical practitioners

      REFERENCES

      1 The term personal and/or health-care directive also relates to a power of attorney for personal health in this section. 

      2 “Representative” is used to denote the individual appointed by the grantor to make decisions or act on their behalf for personal and/or health-care-related decisions. 

      3 A supported decision-making agreement refers to any document for which the grantor may appoint an individual to assist them in making decisions, while not providing that individual with any decision-making authority. 
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