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APEG Membership
A Community of Professionals Engaged in Comprehensive Planning
85 Course Bundle
$195/month
APEG Membership for the SPS Family
A Community of Professionals Engaged in Comprehensive Planning
82 Course Bundle
$2,295/year
Customized Course for Advisor Group
Ongoing Professional Development
83 Course Bundle
$2,750
Advisor Essentials for Producers Choice Network
Ongoing Professional Development
83 Course Bundle
$1,495/year
Advisor Essentials for Advisor Group
Building a Competitive Advantage through Knowledge
82 Course Bundle
$48/month
Advisor Essentials for Woodbury Financial Services
Building a Competitive Advantage through Knowledge
83 Course Bundle
$1,495/year
Advisor Essentials for Advisor Controls
Building a Competitive Advantage through Knowledge
83 Course Bundle
$1,495/year
Advisor Essentials for Females and Finance
Enhancing a Practice by Monetizing Knowledge
82 Course Bundle
$1,495/year
Essentials
Building a Competitive Advantage through Knowledge
72 Course Bundle
$49/month
APEG Foundations of Financial Planning
A 24-Contact Hour, On-Demand Course
Foundations Team Foundations Team
$795
APEG G.O.A.L.S. Approach to Financial Planning
Goal Oriented Actively Linked Segments
Contact Us 800-568-2444 Contact Us 800-568-2444
Virtual Library - An Educational Subscription Platform
Access our extensive library of one-hour courses to enhance your knowledge of Comprehensive Financial Planning
73 Course Bundle
$39/month
Estate Planning: Revisiting Irrevocable Life Insurance Trusts
November 17, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
$79
A Real-Time Update on President Bidens Tax Plan
October 6, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
What’s So Special About Special Needs Planning?
September 22, 2021
Russell J. Fishkind, Esq. Russell J. Fishkind, Esq.
$79
Understanding Blockchain and Digital Assets
September 15, 2021
Ric Edelman Ric Edelman
$79
Cutting Through the Complexity of Structured Annuities
August 18, 2021
Scott Stolz, CFP®, RICP® Scott Stolz, CFP®, RICP®
$79
Delaware Statutory Trusts (DSTs) – A less hands-on way to benefit from a 1031 exchange
August 11, 2021
Richard Hillson Richard Hillson
$79
New Administration, New Taxes? What an Advisor Needs to Know
July 21, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
$79
Wealth Transfers through Purposeful Gifting
July 15, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Leveraging Tax Deferred Annuities in Irrevocable Trusts
June 23, 2021
Chris Bogren, JD Chris Bogren, JD
$79
Liquidity Opportunities in Rental Property… This is the Year!
June 22, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Managing Capital Gains Tax: Are Opportunity Zones a Solution?
June 9, 2021
Richard Hillson Richard Hillson
$79
Financial Planning Considerations in Acquiring, Maintaining and Passing on a Vacation Home
June 3, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
“What Practitioners Should Be Telling Their Clients Now!!”
May 19, 2021
Martin M. Shenkman Martin M. Shenkman
$79
“Options for dealing with a Notice from the IRS”
May 12, 2021
Venar Ayar Venar Ayar
$79
Help Protect the Elderly from Financial Fraud (Written Content Only)
April 28, 2021
Bryan Drake Bryan Drake
$79
Beneficiary Planning after Divorce
April 20, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
All Trusts are NOT Created Equal
April 14, 2021
Ruth Raftery, JD, CPA Ruth Raftery, JD, CPA
$79
A Financial Planners Perspective on Estate Planning
March 24, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Special Needs Planning: You cannot “fake it until you make it”
March 10, 2021
Debbie Niemann, MBA, ChSNC Debbie Niemann, MBA, ChSNC
$79
Addressing Deferred Interest Build-up
February 25, 2021
Jeffrey Hoenle, CFP, AEP Jeffrey Hoenle, CFP, AEP
$79
Art and Collectibles: Preserve, Protect, Manage and Plan
February 3, 2021
Alanna Fabbri Butera, MA Alanna Fabbri Butera, MA
$79
Beware of Clients with Non-US Connections
January 27, 2021
Daren Raoux, CPA, CA, CPA (IL, USA) Daren Raoux, CPA, CA, CPA (IL, USA)
$79
Should you hire a Corporate Trustee?
12/16/2020
Sally A. Vaughn, CTFA Sally A. Vaughn, CTFA
$79
Pet Trusts
12/9/2020
Tricia L. Lincoln, Esq. Tricia L. Lincoln, Esq.
$79