For those APEG Members that have completed the G.O.A.L.S. curriculum through APEG's Planner's Pathway or through another private program powered by APEG, updated custom-branded support materials are available.


The customization includes your logo on the front cover, your contact information, headshot and required disclosures on back cover. Customization includes all four support tools including:

  • An Overview of Goal-Based Financial Planning
  • About You and Your Goals - The Initial Interview
  • About You and Your Goals - The Annual Review
  • A Roadmap to our Relationship Goal Identifier

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

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