Master the Art of Advice: Foundations of Financial Planning Workshop
Stop reading the theory and start leading the conversation. This high-energy, immersive workshop is designed to bridge the gap between technical knowledge and real-world delivery, taking a deeper dive into the Foundations of Financial Planning content. Whether you choose our 1-day or 2-day live intensive in-person event, the experience continues with weekly virtual sessions customized over 4 to 7 weeks to ensure your new skills are fully integrated into your practice. This hybrid approach is specifically designed for professionals new to the industry, as well as seasoned investment and insurance pros looking to evolve into comprehensive, fee-based financial planners.
Led by elite CFP® instructors, this experience focuses on shattering the "imposter syndrome" that often plagues emerging advisors. We tackle the fear that "the client knows more than I do" by pressure-testing your knowledge through high-impact topical discussions. By moving beyond definitions and into active application, you will build the technical fluency and professional poise required to command any meeting, ensuring you are always the most prepared person in the room.
You’ll walk away with more than just notes; you’ll gain the confidence through competence to lead. By mastering our "Advice Delivery" framework, you will learn to explain financial planning strategies with authority and handle unpredictable client questions with ease. This isn't just a course—it’s a professional transformation designed to turn your foundational knowledge into a high-impact, client-ready career.
The Financial Planner's Pathway: Immersive Workshop & Mastery Series
Elevate your career with The Financial Planner's Pathway, a high-energy workshop designed for emerging professionals and established investment or insurance pros transitioning to a comprehensive, fee-based model. This isn’t just another set of lectures; it is an immersive experience that bridges the gap between being product-focused and planning-led. By diving deep into the Financial Planner’s Pathway, you will master a repeatable approach to the planning process, learning to articulate a powerful value proposition and conduct discovery interviews that uncover deep-seated client goals.
The transformation begins with a 1-day or 2-day live intensive session—available both in-person and virtually—led by elite CFP® instructors. These sessions are built on high-impact application, utilizing intensive role-playing drills. To ensure your new skills take root, the live workshop is followed by 5 to 7 weeks of customized virtual sessions. This mastery series provides the ongoing coaching and "hot-seat" practice necessary to build the professional poise required to lead any client meeting with confidence built on a proven process.
To ensure you hit the ground running, all participants start by utilizing the Financial Planner’s Pathway self-study course and receive a comprehensive suite of exclusive implementation tools, including nearly 15 hours of supplemental video content and custom-branded engagement materials. These resources, provided with a limited lifetime license, are designed to rebrand your client experience and maintain a polished, professional image. By combining the "Advice Delivery" framework with these high-end branding tools, this workshop transforms you from a transactional specialist into a confident, comprehensive financial architect.
Build Your Own Workshop
Enhance your professional trajectory with this high-energy, high-impact workshop designed to bridge the gap between technical expertise and elite client-focused delivery. By bundling the core technical knowledge of Foundations of Financial Planning with the strategic framework of The Financial Planner’s Pathway, this program is the ultimate catalyst for new advisors and established investment or insurance pros transitioning to a comprehensive, fee-based model. Whether you attend the one- or two-day live intensive session, you will be immersed in a "deep dive" of the self-study content, transforming static information into a dynamic, repeatable approach for your practice.
The transformation continues far beyond the initial event through customized virtual sessions spanning 4 to 26 weeks, tailored specifically to your firm’s educational needs. These sessions feature a high-octane mix of lively topical discussions and intense role-playing drills. Led by veteran CFP® instructors, you will undergo live and virtual knowledge-check assessments that move you past simple memorization and into true mastery. This immersive format ensures that the technical financial planning knowledge you've acquired becomes a natural extension of your professional identity.
Participants will walk away with a proven engagement process that ensures an efficient, high-trust connection from the very first meeting. By focusing on advanced communication techniques and a defined "Advice Delivery" framework, you will learn to articulate your value proposition with authority and navigate complex discovery interviews with ease. To support your implementation, through the self-study content, you’ll also receive exclusive custom-branded engagement materials, providing the professional polish needed to successfully rebrand your client experience and lead with confidence as a comprehensive financial architect.
Mastermind Round Table Sessions: The Power of Peer-to-Peer Wisdom
At a certain stage in every career, traditional textbooks lose their utility because you have reached a level of expertise where you could likely write them yourself. For the seasoned advisor, the most valuable insights no longer come from structured theory, but from the collective wisdom of high-level colleagues navigating the same complex landscape. Our Mastermind Round Table Sessions provide this elite peer-to-peer environment, creating a sanctuary for sophisticated knowledge exchange. Whether held in-person or virtually, these 1- to 2-hour sessions move beyond the basics to tackle the nuanced, high-stakes realities of advanced financial planning and practice management.
Each session is expertly facilitated by seasoned CFP® instructors who bring decades of practical experience, entrepreneurial backgrounds, and deep expertise in scaling successful practices. These facilitators don't just lecture; they curate the conversation to ensure every minute is high-impact. The format allows participants to introduce their own complex cases or trending industry topics, inviting the room to dissect, challenge, and evolve the subject matter through the lens of shared experience. It is a collaborative "think tank" atmosphere where the goal is to solve real-world problems with the input of those who have actually been in the trenches.
This collaborative approach transforms the way you view your practice, offering diverse perspectives on everything from sophisticated tax-planning strategies to the intricacies of firm operations. By participating in these round tables, you gain access to a curated brain trust, allowing you to pressure-test your ideas and refine your strategies alongside the best in the business. You will leave each session not just with new information, but with battle-tested solutions and a renewed sense of clarity, backed by the collective authority of your most successful peers and our veteran instructors.
Questions & Support - 800-568-2444 or info@apegcommunity.com
