What are the various webinar formats APEG offers?
APEG organizes its web based content into four categories as follows:
- Expert Insights - Individual topics covered by an expert in about 60 minutes.
- Master Mind Round Table Events - An "open mic" environment allowing for peer-to-peer sharing
- Case Design Discussion Sessions - An instructor led discussion on a single financial planning case
- Open House Events - An event to showcase a particular opportunity in planning
Is there any additional educational content?
Content Prepared and Hosted by a Strategic Partner:
APEG will often announce events developed and hosted by its strategic partners as an added benefit to APEG users. Much of their content is also developed by experts and offers valuable educational material. This content is only available based on the third party’s schedules and not specifically endorsed by APEG. These events are not recorded by APEG and are not hosted in APEG's Learning Center Library.
Content Prepared by APEG, but hosted through a Strategic Partner:
Additionally, APEG may develop content specifically requested by its strategic partners. Pursuant to APEG's agreements with its strategic partners, content developed for partners is also licensed for use by APEG Members and Subscribers and will be included in our announcements and our calendar of events. These events are recorded and are in APEG's Learning Center Library.
How does APEG announce its upcoming web events?
APEG issues the following communication to announce events:
- A Monthly E-Newsletter for Members and Subscribers for the events coming up in the next calendar month. This monthly newsletter is also on the dashboard of all membership and subscription platforms.
- A Weekly E-Announcement entitled "This Week at APEG" featuring the events in the coming week.
- A "Last Call" e-reminder the day of an event for those that had their calendar open up.
How do you register for an event?
In each e-communication, a registration link will be included that will connect you to a Zoom(tm) registration page. Only those eligible to attend will receive the link. Members and Subscribers eligible to attend can also do so through the newsletter on their dashboard.
Can I earn CE Credit?
APEG is a CFP® Continuing Educational (CE) Credit Provider. Prior to holding and educational event, APEG submits its information to the CFP® Board for approval when the topic warrants CE. If approved, the topic will count towards the CFP® Boards CE Credit requirements.
What does a member need to do qualify for CE credits?
Prior to each educational event, APEG will provide Members with instructions to qualify their attendance for CE credit.
Does APEG offer Continuing Educational credit for other designations, licensure or other professional organizations?
No. APEG does NOT provide CE for attorneys, CPAs or any other professional licensure or designation. APEG does NOT provide state insurance CE credit.
Why does the content appear to be unedited?
APEG focuses on content not glitz. Often times glitz is part of a sales presentation class. APEG's content is designed to be purely academic.
Are the educational slide decks available to be used in client events?
NO, slide decks were prepared for Professional Educational Use Only and are not to be used with the general public.
Can I share content and videos with clients?
No, content is for advisor use only.
How can a Member offer educational content to the group?
APEG encourages members to offer specialized content to the group provided that the following conditions exist:
- The content is educational in nature and not developed to promote a business venture
- The educational content is original, well researched and sourced where appropriate
- The presenter is a member in good standing with APEG
- Material must be approved in advance by the APEG Leadership Team
- The presenter is versed in utilizing APEG’s webinar software and has adequate technology to host a web meeting
- The presenter / developer is in good standing with all regulatory bodies
- No third-party sponsorship exists for the development, presentation or delivery of content
Does APEG ever offer sponsored educational content?
APEG generally does not accept sponsored content. On occasion, APEG may allow a partner firm or individual to offer educational content provided that the content does not promote a brand or product line as the focus of the content.
Can a Member record educational content?
No. Educational content is licensed for viewing only. Any recordings made of the educational content is a violation of the Terms and Conditions and may result in a Member being excused from APEG. APEG will strictly pursue all copyright infringements.
Expert Insight Webinars
What is an Expert Insight webinar?
APEG believes that a good financial planner is well versed on the typical issues that arise in the client's comprehensive financial plan such as basic estate planning or tax mitigation. These issues are considered core to the plan. It is a great financial planner that is well versed on issues that arise less frequently, but are still as impactful to the family as core issues, such as Special Needs Planning or Estate Planning for the Client's Vacation Home.
APEG addresses the Core / Satellite education through its offerings. The core needs are addressed in APEG's Foundations of Financial Planning course. The satellite topics are addressed by experts through APEG's Expert Insights. The goal of each Expert Insight is to allow an expert in the legal, accounting, financial or insurance community to share their insight as to how to recognize and address a particular issue.
How many APEG Online Membership Expert Insight Webinars are delivered within a calendar year?
APEG Membership includes approximately 24 unique and original live webinars in a calendar year, two per calendar month.
Who participates in the development of APEG’s original content for the webinars?
APEG has a Curriculum team made up of experienced attorneys, accountants and financial professionals that also are involved in educating others in a formal educational environment.
Who can attend an Expert Insight Webinar?
Attendance is limited to Members of APEG and Subscribers of one of APEG's Enterprise Solutions.
Are Expert Insight Webinars recorded?
Yes. Most of the webinars are recorded and are stored for future viewing in APEG's Learning Center Library.
Master Mind Round Table Events
What is a Master Mind Round Table Event?
Typically APEG hosts an online meeting monthly for Members. The purpose of these meetings is to create an environment whereas Members can communicate with other members on a myriad of topics ranging from effective financial planning software tools to an "open-mic" discussion about a client fact pattern to learn various planning approaches. (Client's Personally Identifiable Information redacted for privacy)
Who can attend the Master Mind Round Table Events?
Master Mind Round Table Events are reserved solely for the benefit of Members of APEG's Membership groups including Enterprise Membership.
Are Master Mind Round Table events recorded?
No. To ensure that Members can talk freely, the events are not recorded for playback. On occasion, APEG's Leadership Team will record the event for private replay to continually improve the quality of the events.
Case Design Discussion Sessions
What is a Case Design Discussion Session?
A Case Design Discuss Session is a web discussion group limited to Members only. This group will spend three or four sessions, one 90 minute event per month, discussing a single case. The entire process will start with the initial meeting and follow it through recommendations. Examples of analysis techniques and potential objections will be covered.
Are Case Design Discussion Groups recorded?
Yes. The recording are available for the duration of the multi-month event only.