Stop reading the theory and start leading the conversation. This high-energy, immersive workshop is designed to bridge the gap between technical knowledge and real-world delivery, taking a deeper dive into the Foundations of Financial Planning content. Whether you choose our 1-day or 2-day live intensive in-person event, the experience continues with weekly virtual sessions customized over 4 to 7 weeks to ensure your new skills are fully integrated into your practice. This hybrid approach is specifically designed for professionals new to the industry, as well as seasoned investment and insurance pros looking to evolve into comprehensive, fee-based financial planners.
Led by elite CFP® instructors, this experience focuses on shattering the "imposter syndrome" that often plagues emerging advisors. We tackle the fear that "the client knows more than I do" by pressure-testing your knowledge through high-impact topical discussions. By moving beyond definitions and into active application, you will build the technical fluency and professional poise required to command any meeting, ensuring you are always the most prepared person in the room.
Elevate your career with The Financial Planner's Pathway, a high-energy workshop designed for emerging professionals and established investment or insurance pros transitioning to a comprehensive, fee-based model. This isn’t just another set of lectures; it's an immersive experience that bridges the gap between being product-focused and planning-led. By diving deep into the Financial Planner’s Pathway, you will master a repeatable approach to the planning process, learning to articulate a powerful value proposition and conduct discovery interviews that uncover client goals.
To ensure you hit the ground running, all participants start by utilizing the Financial Planner’s Pathway self-study course and receive a comprehensive suite of exclusive implementation tools, including nearly 15 hours of supplemental video content and custom-branded engagement materials. These resources, provided with a limited lifetime license, are designed to rebrand your client experience and maintain a polished, professional image. By combining the "Advice Delivery" framework with these high-end branding tools, this workshop transforms you from a transactional specialist into a confident, comprehensive financial architect.
Enhance your professional trajectory with a high-energy, high-impact workshop designed to bridge the gap between technical expertise and elite client-focused delivery. By bundling the core technical knowledge of Foundations of Financial Planning with the strategic framework of Financial Planner’s Pathway, this program is the ultimate catalyst for new advisors and established investment or insurance pros transitioning to a comprehensive, fee-based model. In a 1 or 2 day live intensive session, you will be immersed in a "deep dive" of APEG's self-study content, transforming static information into a dynamic, repeatable approach for your practice.
The transformation continues far beyond the initial event through customized virtual sessions spanning 4 to 26 weeks, tailored specifically to your firm’s professional development needs. These sessions feature a mix of lively topical discussions and role-playing drills. Led by veteran CFP® instructors, you will undergo live and virtual knowledge-check assessments that move you past simple memorization and into true mastery. This immersive format ensures that the technical financial planning knowledge you've acquired becomes a natural extension of your professional identity.
At a certain stage in every career, textbooks lose their utility because you have reached a level of expertise where you could likely write them yourself. For the seasoned advisor, the most valuable insights no longer come from structured theory, but from the collective wisdom of high-level colleagues navigating the same complex landscape. Our Mastermind Round Table Sessions provide this elite peer-to-peer environment, creating a sanctuary for sophisticated knowledge exchange. Whether in-person or virtual, these 1- to 2-hour sessions move beyond basics to tackle the nuanced, realities of advanced financial planning and practice management.
Each session is expertly facilitated by seasoned CFP® instructors who bring decades of practical experience, entrepreneurial backgrounds, and deep expertise in scaling successful practices. These facilitators don't just lecture; they curate the conversation to ensure every minute is high-impact. The format allows participants to introduce their own complex cases or trending industry topics, inviting the room to dissect, challenge, and evolve the subject matter through the lens of shared experience. It is a collaborative "think tank" atmosphere where the goal is to solve real-world problems with the input of those who have actually been in the trenches.
Questions & Support - 800-568-2444 or info@apegcommunity.com
