Welcome to Advanced Planning Educational Group

Building the future of Comprehensive Financial Planning

How can APEG help YOU

I am new to the Financial Industry

If you are new to the financial industry and want to learn more about becoming a Comprehensive Financial Planner, APEG can help.


Experienced Advisor
I am an Experienced Advisor

If you are an experienced advisor who wants to stay up to date, connect with your peers and expand your practice, APEG can help.


experienced advisor & new hire
I want to hire a new Advisor to help grow my practice

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.


We need a training partner to help our people at all stages of their career

If your organization (Broker, Dealer, RIA or OSJ Group) is looking for a way to attract, develop and retain advisors, APEG can help.


Interested in what APEG can do for your organization, call us at

(800) 568-2444 or [email protected]