This course was developed for new entrants to the financial industry as well as experienced professionals who are looking to expand their practice and be more holistic in their approach.
- Covers the five commonly recognized segments in a typical family’s financial plan (Estate Planning, Tax Planning, Risk Management/ Insurance, Retirement Planning and Investment Planning) along with the additional topics of Employee Benefits, Social Security, Medicare and College Planning.
- Provides over 24 contact-hours of on-demand education in financial planning.
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Includes client-friendly discussion points that give participants communication techniques to immediately assist them in their practice.
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Course Curriculum
Course Introduction
Available in
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after you enroll
APEG Foundations | An Overview of Financial Planning- Jeffrey Hoenle CFP®, CRPC®, AEP®
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after you enroll
APEG Foundations | Estate Planning - Tricia L. Lincoln, Esq.
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after you enroll
APEG Foundations | Income Tax - Ruth Raftery, JD, CPA, AEP®
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after you enroll
APEG Foundations | Risk Management - Terry Altman, CFP®, ChFC®, CLU®
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days
after you enroll
APEG Foundations | Retirement Planning - James Knaus, CFP®,ChFC, RICP
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days
after you enroll
APEG Foundations | Employee Benefits, Social Security, & Medicare - Mark T. Wise, CFP®, CRPC®
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days
after you enroll
APEG Foundations | Investments - Donald M. Denstaedt, CFP®, CFS®
Available in
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days
after you enroll
APEG Foundations | College Planning - Andy Hickman
Available in
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days
after you enroll
Exam
Available in
days
days
after you enroll
Questions and Support (800) 568-2444 or [email protected]
