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 Financial Planner's Pathway.

This course was developed by Financial Professionals who are also college-level instructors. It combines academic knowledge and real-life 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:

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!

Enroll now in Financial Planner's Pathway

Grow your practice to include Comprehensive Financial Planning

This is a one-time purchase for $1,295 for non-Members.

Members - Call 800-568-2444 to request your coupon code to save $200.

All students have 6-months from the time of enrollment to complete this course.

Not a Member yet? Consider joining us to save on the purchase of this course.

Click-Here to Learn More about Membership

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