If you are new to the financial industry and want to learn more about becoming a Comprehensive Financial Planner, APEG can help.
If you are an experienced advisor who wants to stay up to date, connect with your peers and expand your practice, APEG can help.
If you are looking to grow your practice or bring on a new person to create your succession plan, but don't have time to train them, APEG can help.
If your organization (Broker, Dealer, RIA or OSJ Group) is looking for a way to attract, develop and retain advisors, APEG can help.
Membership includes all that APEG has to offer! Members have access to a full suite of educational and practice development resources to support them in the Comprehensive Financial Planning process.
If full Membership is not for you, check out one of our individual offers.
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Special bundled packages customized for our partner organizations*