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APEG Foundations of Financial Planning
Course Introduction
Terms and Conditions
Initial Knowledge Check
APEG Foundations | An Overview of Financial Planning- Jeffrey Hoenle CFP®, CRPC®, AEP®
Jeffrey Hoenle's Biography
Overview: Module 1.01 - 1.07 (81:57)
Overview: Module 1.08 (28:45)
Overview: Module 1.09 - 1.10 (19:27)
Overview Knowledge Quiz
APEG Foundations | Estate Planning - Tricia L. Lincoln, Esq.
Patricia Lincoln's Biography
Estate Planning: Module 1 (45:10)
Estate Planning: Module 2 (42:32)
Estate Planning: Module 3 (39:48)
Estate Planning: Module 4 (30:17)
Estate Planning Overview (73:37)
Estate Planning Knowledge Quiz
APEG Foundations | Income Tax - Ruth Raftery, JD, CPA, AEP®
Ruth Flynn Raftery's Biography
PLEASE NOTE THAT THIS MODULE LOOKS A LITTLE DIFFERENT. WE ARE UPDATING ALL OF THE FOUNDATIONS MODULES BUT THIS ONE CAME FIRST DUE TO THE CHANGES IN THE ONE BIG BEAUTIFUL BILL ACT (OBBBA) WHICH WAS PASSED ON JULY 4, 2025.
Lesson 1: Overview / What to Expect (14:33)
Lesson 2: Income Tax as a Part of Comprehensive Financial Planning (13:15)
Lesson 3: History and Theory of the Income Tax (16:23)
Lesson 4: Tax Compliance Part A - Income (17:24)
Lesson 5: Tax Compliance Part B - Adjustments & Deductions (19:42)
Lesson 6: Tax Compliance Part C - Taxes & Credits (18:41)
Lesson 7: Tax Planning Part A - Why do Income Tax Planning? (12:34)
Lesson 8: Tax Planning Part B - Planning During the Working Years (14:52)
Lesson 9: Tax Planning Part C - Planning in Retirement (19:06)
Lesson 10: Summary / Recap (12:18)
Income Tax Knowledge Quiz
APEG Foundations | Risk Management - Terry Altman, CFP®, ChFC®, CLU®
Terry Altman's Biography
Risk Management: Module 1 (54:51)
Risk Management: Module 2 (53:32)
Risk Management: Module 3 (61:26)
Risk Management: Module 4 (30:10)
Risk Management: Module 5 (37:40)
Risk Management Knowledge Quiz
APEG Foundations | Retirement Planning - James Knaus, CFP®,ChFC, RICP
James Knaus' Biography
Retirement Planning (109:13)
Retirement Planning Update - SECURE 2.0 - the video below goes a bit beyond the "Foundations of Financial Planning" but we thought that it was important to include it so that students were aware of the latest changes in the Retirement Income Planning space. (55:45)
Retirement Planning Knowledge Quiz
APEG Foundations | Employee Benefits, Social Security, & Medicare - Mark T. Wise, CFP®, CRPC®
Your Instructor's Biography
Module 1 - Employee Benefits (55:26)
Module 2 - Social Security (35:11)
Module 3 - Medicare (30:58)
Module 4 - Social Security & Pension Maximization (43:26)
Knowledge Quiz
APEG Foundations | Investments - Donald M. Denstaedt, CFP®, CFS®
Your Instructor's Biography
Investment Planning: Module 1 (52:29)
Investment Planning: Module 2 (28:03)
Investment Planning: Module 3 (36:23)
Investment Planning: Module 4 (23:55)
Investment Planning Knowledge Quiz
APEG Foundations | College Planning
College Planning is an ever evolving area. To help you stay on top of the latest information that may impact your clients, here is APEG's latest video regarding College Planning. (68:25)
Exam
Comprehensive Final Examination
Course Survey
PLEASE NOTE THAT THIS MODULE LOOKS A LITTLE DIFFERENT. WE ARE UPDATING ALL OF THE FOUNDATIONS MODULES BUT THIS ONE CAME FIRST DUE TO THE CHANGES IN THE ONE BIG BEAUTIFUL BILL ACT (OBBBA) WHICH WAS PASSED ON JULY 4, 2025.
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