Autoplay
Autocomplete
Previous Section
Complete and Next Section
APEG Foundations of Financial Planning
Course Introduction
Foundations Registration Form
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 (80:05)
Overview: Module 2 (57:52)
Overview: Module 3 (41:06)
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
Income Tax: Module 1 (42:53)
Income Tax: Module 2 (53:36)
Income Tax: Module 3 (56:12)
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 has changed a lot because of Covid and one that continues to evolve each year. 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
Request for Certificate of Completion
Course Survey
College Planning has changed a lot because of Covid and one that continues to evolve each year. To help you stay on top of the latest information that may impact your clients, here is APEG's latest video regarding College Planning.
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock