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.

Extended Learning Topics

Beyond the core pillars, the course covers critical "real-world" financial components often overlooked in basic training:

• Employee Benefits
• Social Security & Medicare
• College Planning

Course Features & Format

Designed for the busy professional, this course balances flexibility with rigorous academic standards.

Duration- 21+ Contact Hours of education

Delivery- On-demand, self-paced video modules

Instruction- Led by experienced CFP® instructors

Professional Assessment- Modular quizzes + a Comprehensive Final Exam

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.