Case Management Certificate

Case Management is a process used by professionals to help their clients identify and address issues that are preventing them from achieving their goals.  Case managers work collaboratively with all available resources to assess, plan, facilitate, and advocate for and on behalf of their clients. Through this process, case managers work to ensure that clients and their families receive positive, timely, and cost-effective outcomes.

The curriculum, developed by experienced professionals in collaboration with industry experts, explores the case management process and the skills necessary to case manage clients.  The program will equip those working with, or looking to work with, clients with the essential knowledge, skills and confidence to meet the diverse needs of clients with special and complex needs while maximizing program efficiencies.

The Case Management Certificate program is a comprehensive introduction to case management for those who wish to take forma training.  The program includes both case management theory and evidence-based skills development.

Who should attend?

UPEI’s Case Management Certificate program is an excellent choice for individuals looking to better understand the functions and actions of a case management in a variety of settings.

The program is ideal for those already working in a social service setting and who are looking for a formal certificate to enhance their knowledge and career prospects as well as those looking to work with people in the future.

The program will benefit those who:

  • Want to learn about, improve or better understand case management
  • Want to effectively support clients with complex needs
  • Work in voluntary agencies or advocacy groups
  • Want to become an effective case manager
  • Work in program development

Learning targets

Upon completing this course participants will:

  • Know what case management is, when and why it is used, and how it works
  • Have the skills necessary to case manage clients
  • Feel confident that they can case manage clients in a variety of settings


This program consists of 6 modules. Each module is delivered virtually (during Covid) with a variety of learning techniques, including lectures, discussions, case studies, videos, guest speakers, and downloadable podcasts.  A pre-course evaluation will help students and facilitators understand applicants’ strengths and learning requirements.  Throughout the course participants will receive continuous practice on course materials and mid and end course evaluations will measure a participant’s growth and understanding of core learning targets.

Computer requirements

In order to take part in the virtual learning experience, you will need access to a computer with microphone and camera access as the course is interactive and requires active participation.

The ability to use Zoom on your computer.

Certificate requirements

The certificate in Case Management is awarded upon completion of all six modules and assignments.  Participants are required to attend all virtual sessions.  


All course materials are supplied. 


$2,500 total.

Course schedule

Module 1: October 25–28, 2021
Module 2: November 22–25, 2021
Module 3: December 13–16, 2021
Module 4: January 24–27, 2022
Module 5: February 28, March 1–3, 2022
Module 6: March 28–31, 2022

All modules will take place on Zoom from 9:15–11:45 am each day. Please ensure that you will have access to a web camera and microphone as this course is interactive and participation is required.

For more information on this course and other Professional Development courses, please email or call 902-628-4394.


Case Management Module 1: Engagement

  • Case management fundamentals
  • Engagement
    • Building trust
    • Establishing ground rules and expectations
    • Duty to report, FOIPP Act requirements
  • Ethics
    • Develop a Case Manager Code of Ethics
  • Bias
    • PEI specific topics

Case Management Module 2: Assessment

  • Assessment fundamentals
    • Strengths based, client-centred focus
  • How to case manage clients with mental health conditions
  • Communication techniques – active listening, summarizing, paraphrasing, non-verbal communication
  • Empathy vs sympathy
  • How do de-escalate angry client situations
  • Office and home visit safety plans

Case Management Module 3: Analysis

  • Case management analysis
    • Unmet needs, strengths, supports, wishes
    • Risk
    • Duty to report
    • Establish client and caseload priorities
    • Time allocation
    • Consultation
    • Data integrity
    • Cost benefit analysis
  • Advocating for change
  • Crisis Intervention

Case Management Module 4: Case Planning

  • Planning fundamentals
    • Build on strengths and informal supports
    • SMART goals
  • Consensus building and negotiation
  • Facilitating conversations that matter
  • Leadership in Case Management
  • Change management
    • Prochaska and Diclemente model
    • Motivational Interviewing

Case Management Module 5: Monitoring and Closure

  • Monitoring fundamentals
  • Conflict resolution
  • Closure fundamentals
    • When and how to terminate the relationship
  • Self-care
  • Reflective Practitioning

Case Management Module 6: Tying it All Together

  • Case management core functions review
  • Simulated patient exercise
  • Final exam
  • Graduation


Course Dates Status
Case Management Module 1: Engagement
Online with Zoom

Case Management Module 2: Assessment
Online with Zoom

Case Management Module 3: Analysis
Online with Zoom

Case Management Module 4: Case Planning
Online with Zoom

Case Management Module 5: Monitoring and Closure
Online with Zoom

Case Management Module 6: Tying it All Together
Online with Zoom