Axtella provides its financial professionals full access to an exclusive Membership Community, powered by APEG, committed to improving themselves, the financial planning industry, and the lives of the clients they serve.
This customized Professional Development Platform is fully funded as part of the Axtella tech stack. It coordinates the robust resources of Axtella and its home office staff, with the benefits of APEG's support of comprehensive financial planning to create a unique Professional Development resources for the Comprehensive Financial Planner.
Self-Study Courses
Foundations of Financial Planning
This course was developed by post-graduate collegiate-level instructors that have also served as practitioners in their field of expertise. The course provides 24-hours of recorded content covering foundational knowledge to address the various segments in a typical financial planning relationship including:
- An overview of the financial planning industry
- Estate Planning
- Income Tax Planning
- Risk Management Planning
- Employee Benefits, Social Security and Medicare Basics
- Retirement Income Planning
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Investment Planning
Your Pathway to a Planning Practice
This course was developed by post-graduate instructors that have also served as practitioners in their field of expertise. The curriculum introduces APEG's proprietary G.O.A.L.S. Approach to Financial Planning. This approach allows a planner to demonstrate that their services are well founded on true comprehensive financial planning. It is supported with licensed custom-branded supporting materials available in both print and online versions including:
- A client meeting brochure that introduces the G.O.A.L.S. approach to financial planning as part of the planner's value proposition.
- A relationship-building initial client interview packet with over 5-hours of recorded training to help a planner gather the right information and demonstrate expertise throughout the interview process
- A summary goal and objective document that quantifies the roadmap to the unique client-planner relationship.
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An Annual Review Brochure to gather updates during the annual review, consistent with the initial interview.
Sigma Planning Corporation's Discretionary Portfolio Management Essentials Course
The Advisor as Portfolio Manager Program is designed for financial professionals who wish to take a hands-on approach to discretionary portfolio management. As a discretionary portfolio manager, financial professionals can construct, implement, and trade customized portfolios on behalf of their clients on a discretionary basis.
This course serves as a reference to help financial professionals navigate the available resources and understand the compliance requirements associated with discretionary money management. To receive credit for course completion, participants must complete all 14 modules and achieve a minimum score of 70% on the final exam.
APEG's Learning Center Library
In order to help planners prepare to address issues with their clients, APEG maintains a rich library of its prior Expert-Led webinars. These sessions are chalked full of valuable information to allow the planner to understand both the academic and practical application of the featured topics.
Don't waste your valuable time trying to put together the pieces of a topic online through internet searches. Wisely invest your time in highly focused learning sessions tailored around particular client goals or financial planning issues.
All courses are developed by our national team of Curriculum Contributors which includes attorneys, accountants, financial planners, insurance experts and educators that are recognized as experts in their field of study.
Live Course Options
Expert-Led Webinars
A substantial differentiating factor separating great planners from good planners is their knowledge on a myriad of planning issues.
Many planning topics are circumstantial as they don't always appear in every client fact-pattern. A great planner will develop a "planner's ear" which describes their ability to listen and recognize rare, yet important planning issues.
In order to help Members develop their "Planner's Ear", APEG's Curriculum Team, made up of experts in the legal, accounting, and financial planning communities, share their expertise, best practices and advanced planning techniques.
Webinars are delivered in an academic manor without a product motivation in order to ensure unbiased educational information.
The Exchange
To help Advisors recognize and address planning opportunities, APEG hosts monthly online study-group sessions. These sessions expose planners to real-life client situations to:
- Identify best-practices in what types of information should be gathered in each unique client relationship.
- Utilize techniques to develop decision-trees to optimize the analysis phase.
- Explore unique planning solutions to help the client better achieve their desired outcomes.
- Learn effective techniques to communicate the planner's recommendations and tips to address common client questions and objections.
Members can bring a case for consideration or just tune in to learn, share and grow with the group.
Optional Enhancement - Advisor Pay
Seminar-in-a-Box Toolkits
Elevate your practice and reclaim your most valuable asset—time—with APEG’s new Seminar in a Box series. We have transformed our most sought-after technical content into a turn-key, white-labeled solution designed specifically for client-facing presentations. By leveraging this "plug-and-play" package, you bypass countless hours of research and design work. Instead of building slide decks from scratch, you receive a visually stunning, factually rigorous presentation complete with comprehensive speaker notes. These notes provide the deep-dive context necessary to field spontaneous questions with total confidence, ensuring you show up as the undisputed expert in the room.
TOOLKIT TOPICS INCLUDE:
Endeavor Workshop
Evolve your client service approach, elevate your client relationships, and empower yourself to confidently make the shift to true financial planning—driving growth for your practice and lasting impact for your clients.
This masterclass program begins with an immersive in-person training event to lay the foundation, then keeps you moving forward with a series of five virtual sessions where you sharpen your financial planning skills, apply new strategies, and gain fresh insights from your peers and our experienced financial planning specialists. The $895 attendance fee includes:
· An in-person, masterclass to build your foundation
· Virtual group sessions to deepen skills
· A powerful community of like-minded peers
· Direct access to expert guidance every step of the way
· Exclusive tools and resources for your journey
· One-year subscription to AdvicePay ($540 value)
Pursue Your CFP® Designation
APEG has partnered with Oakland University to offer our Members and Subscribers an opportunity to advance their careers with the most recognized designation in the financial services industry. APEG Members and Subscribers benefit from their affiliation by receiving special pricing on tuition to the university's Personal Financial Planning Program.
Graduates of the program will receive a Certificate of Completion from the university and will have completed the educational requirement necessary to sit for the national examination to earn the rights to use the CFP® designation. The Oakland program is an executive program designed to be completed in under 12 months and delivers online live education. Many of the instructors in the Oakland curriculum are also instructors in APEG's Foundations of Financial Planning Course which allows for continuity between both educational opportunities.
Enrollment in Axtella Exclusive Membership
Questions and Support (800) 568-2444 or info@apegcommunity.com
