Financial Planner's Pathway

Your start-to-finish pathway to shaping your financial planning service model.

Let APEG help you expand your practice to include a consistent, repeatable approach to Comprehensive Financial Planning.

Many financial professionals are expanding their service models to include fee-based comprehensive financial planning as an ADDITIONAL service to their current offerings.

APEG recognizes that one of the greatest challenges that advisors face is transitioning their client engagement process from one based on investments and insurance to one that starts with financial planning.

To support the financial professional, we have created the Financial Planner's Pathway.

This start-to-finish course was developed by college-level instructors that also practice in their field. It combines academic knowledge and real-life professional experience to walk a financial professional down a path that has been used by other Financial Professionals to create a successful comprehensive planning practice.

Learn how to:

Level-up your academic knowledge

Engage clients using APEG's proprietary G.O.A.L.S. Approach to Planning

Recognize more opportunities in each client's unique situation

Build your value proposition centered on financial planning

Gain credibility with branded support tools customized for your practice

Charge planning fees for your valuable time!

Grow your practice to include Comprehensive Financial Planning

Questions? Contact APEG at 800-568-2444 or [email protected]