Financial Planning Jump Start

Financial Planning education and client engagement coaching program customized exclusively for Advisor Group

Financial Planning Jump Start is an industry leading educational coaching plan that supports an associate financial professional in launching a successful and sustainable career. The Program is based on a foundation of financial planning education, the consultation of experienced coaches in the financial industry and the mentorship of a senior financial professional.

Financial Planning Jump Start Includes

A course for professionals who want to enhance their Comprehensive Financial Planning knowledge...

The APEG Foundations of Financial Planning Course helps you to "Fill the Gaps" in your knowledge of the five commonly recognized segments in a 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. 

The Course provides over 24 contact hours of education along with client-friendly discussion points and communication techniques to immediately assist participants in their practice.

A proven approach to Comprehensive Financial Planning

APEG's proprietary Goal Oriented Actively Linked Segments (G.O.A.L.S.) approach makes Comprehensive Planning approachable without sacrificing thoroughness for both professionals and the clients they serve. It follows a disciplined order of addressing the segments of planning so that information gathered, and goals addressed in one segment are used to support the segments that follow. The approach recognizes that decisions in one segment of a comprehensive plan may have consequences in one or more of the other segments, thus demonstrating the linked nature of decision making. 

G.O.A.L.S. is supported by APEG with:

2 Hours of quick-start overview educational content.

In-depth educational content to identify and explore planning opportunities observed throughout the interview process.

Customized support material for both live and virtual client meetings.

Business Coaching and Consulting
Business Coaching & Consulting

Advisor Group's business coaching consulting team supports financial professionals to own, grow and manage a successful business. Financial Planning Jump Start includes 18 hours of development coaching from a team of experienced coaches. The program will incorporate coaching and role playing throughout the 26 week Jump Start program starting with foundational education and moving through the process of gathering client information, prioritizing goals, analyzing client data, presenting plan recommendations and implementing strategies and solutions. 

Webinars on specific topics presented by Experts in their Industry...

Join APEG's Curriculum Team as they share their experience in addressing financial planning topics, best practices and advanced planning techniques to enhance your knowledge and your competitive advantage. These online events feature an educational session followed by a question and answer period to allow the attendees the opportunity to fully understand the content being shared. The educational portion is often recorded and is available in APEG's Learning Center Library.

APEG's Library of educational content developed for the Comprehensive Financial Planner...

Financial Planning Jump Start provides participants and their mentors with access to APEG's original content found under All Offerings. These webinars are meant to provide "just-in-time" education when you need it most.

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 fields of study.

Don't waste your valuable time trying to put together the pieces of a topic online. Invest your time in highly focused learning sessions tailored around particular client goals or financial planning issues.

CFP Executive Program
Pursue Your CFP® Designation

APEG has partnered with Oakland University to help participants in Financial Planning Jump Start to advance their careers at the end of the program by entering a program to receive the most recognized designation in the financial services industry. Jump Start participants will receiving a 20% discount on tuition to the university's Personal Financial Planning Program.

Graduates of the Oakland University 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.

Community Resources

APEG’s Leadership Team supports the planning community by developing relationships with key organizations that deliver services, benefits, technology and planning support to financial professionals and their clients. These Community Resources help planners save time and effort in seeking out organizations that are committed to comprehensive planning. Many of the strategic partners offering community resources have developed discounts for both the Subscribers/Members and the clients they serve.

Professional Partner Network

In order for a Comprehensive Planner to holistically support their client's needs, they need to align with professionals that have complimentary licensure, experience and talent in the related fields of estate & legal planning and accounting.

APEG supports the Comprehensive Planner through its Professional Partner Network. Our partners, made up of attorneys, accountants, insurance and financial experts are committed to Comprehensive Planning and work hand-in-hand with their financial planning counterparts.

Questions and Support (800) 568-2444 or [email protected]