A national community of professionals who are committed to improving themselves, the financial planning industry and the lives of the clients they serve.


APEG Membership - Monthly Plan, Requires a 12 Month Minimum Subscription

This is a subscription product billed on a monthly basis until you cancel. Cancel anytime from the account management page.

APEG Membership - Annual Plan

This is a subscription product billed on a yearly basis until you cancel. Cancel anytime from the account management page.

What's Included in your APEG Membership?

Membership includes all that APEG has to offer. Scroll down to learn about our Education, Planning Approach and Peer-to-Peer Community.

Comprehensive Planning starts with a strong Education

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 on-demand education in Comprehensive Financial Planning. In addition to academic information, client-friendly discussion points provide communication techniques to immediately assist participants in their practice.

Webinars on specific topics presented by experts in their industry...

Join our 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 recorded educational content developed for the Comprehensive Financial Planner...

APEG Members enjoy access to all of APEG's original content found under All Offerings.

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.

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.

Elevate Your Planning Practice with the G.O.A.L.S. Approach

A proven approach to Comprehensive Financial Planning...

APEG's proprietary Goal Oriented Actively Linked Segments (G.O.A.L.S.) approach makes Comprehensive Financial 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 supports the segments that follow. The approach recognizes that a single decision made in one of the segments of a family’s comprehensive plan will have a consequence in the other four segments, thus demonstrating the linked nature of decision making. 

APEG supports the proprietary approach with planning tools to help explain the process to consumers and efficiently gather information to establish agreed upon planning goals.

A Community to Facilitate Peer-to-Peer Learning

APEG Mastermind Events
Mastermind Round Table Sessions

Some of the best advice doesn't come from textbooks, but from our peers. APEG's Mastermind Round Table Sessions provide an opportunity for small-group, peer-to-peer discussions on a myriad of practice based topics, best practices and case design ideas. Whether the discussion focuses on financial planning software or techniques to attract new clients, our Round Table Sessions inspire open and honest dialogue that unites the Members into a team committed to each others success.

Members are encouraged to pull up a virtual chair and join an online group of colleagues from around the nation that they can call their team of masterminds.

Case Design Discussion Sessions

The Members of APEG come together online to discuss a financial planning case from the initial interview, through goal identification to the development of solution sets. Real situations, modified to protect confidential information, are used as the foundation of the discussion to add to the reality of the event.

The discussion groups will feature the utilization of the APEG G.O.A.L.S. Approach to Comprehensive Planning.

APEG Member Meet Ups
APEG's Member Meet-Up Events

APEG supports the Community of Members by hosting a variety of live regional events. These events are tailored to the needs of the local community.

Events range from formal group discussions; to topical educational sessions led by industry experts; to casual lunches, dinners and socials so the Members can gather and share.

APEG often coordinates our Meet-Ups with regional events that support their institutional partners to increase the opportunities for Members to gather.

APEG National Conference
APEG National Planners' Day Conference

APEG's National Planners' Day is an event by Comprehensive Planners for Comprehensive Planners. Attendees enjoy a line-up of national speakers sharing their experience and knowledge on cutting edge planning opportunities and techniques.

While at the event, the Members from around the nation gather to spend their free time networking with their peers while enjoying great food, beverages and entertainment.

Although the National Planners' Day Conference is open to the professional planning community, APEG Members and Subscribers enjoy substantial discounts on registration fees.

Pursue Your CFP® Designation

APEG has partnered with Oakland University to help our Members and Subscribers advance their careers with the most recognized designation in the financial services industry. APEG Members and Subscribers benefit from their affiliation by receiving a 20% discount 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.

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]