Master the essentials of comprehensive financial planning with APEG’s expert-led, on-demand curriculum. Whether you are looking to solidify your baseline knowledge or identify specific areas for growth, this course is designed to provide a professional-grade deep dive into the industry's core pillars.
Core Curriculum
The program focuses on the five primary segments of a comprehensive financial plan, ensuring you have a seamless understanding of how these areas intersect:
- Estate Planning: Navigating wealth transfer and legacy preservation.
- Tax Planning: Strategies for optimizing tax efficiency.
- Risk Management & Insurance: Protecting assets against the unexpected.
- Retirement Planning: Building sustainable income for the long term.
- Investment Planning: Understanding market dynamics and portfolio growth.
For Employers & Sponsors
The Foundations course serves as an excellent diagnostic tool for firms looking to develop their talent.
Performance Tracking: With student permission, sponsoring employers can access final examination scores. This data allows firms to pinpoint specific "knowledge gaps" and tailor future training initiatives to the needs of their team.
Expand your practice with a consistent, repeatable approach to comprehensive financial planning. This course is specifically designed for professionals transitioning their service model to include fee-based planning as a core offering.
The Transition Strategy
One of the greatest challenges for established advisors is shifting the client engagement process from being product-focused (investments and insurance) to being planning-led. The Financial Planner’s Pathway bridges this gap by providing:
- Value Proposition: Learn to effectively explain the merits of comprehensive financial planning to existing and prospective clients.
- Discovery Mastery: Master a thorough interview process that drills down into a comprehensive set of financial goals.
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Defined Scope: Learn how to translate client needs into a clearly defined scope of work for a financial planning arrangement.
Exclusive Implementation Tools
To ensure you can put your training into immediate action, students receive a one-time set of custom branded materials.
Professional Branding: These materials are designed for use throughout your client engagement process and come with a limited lifetime license, allowing you to maintain a polished, professional image as you grow your fee-based services.
APEG’s Monthly Planner Series
Successful financial planners must have the insight to recognize and address a myriad of complex topics. APEG’s monthly series is designed to help advisors develop their "planner’s ear" by staying at the forefront of industry trends and technical strategies.
Expert-Led Insights
Each month, we host a guest speaker to provide deep-dive expertise into the shifting landscape of financial services. These sessions help you identify planning opportunities you might otherwise miss, covering:
- Tax & Estate: Advanced strategies for wealth preservation and compliance.
- Legal & Insurance: Navigating the regulatory and protective side of planning.
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Investment Topics: Current market insights and portfolio management trends
Never Miss a Beat: If you miss a live event, don't worry. Unless otherwise noted, every session is recorded and added to our library, making technical information available exactly when you need it for a client case.
Learn More or Enroll Today for $49 / month or $495 / year (Two Months Free)
Questions & Support - 800-568-2444 or info@apegcommunity.com
