Advanced Planning Educational Group

Educational resources, financial planning tools and community resources to support Financial Professionals in all areas of Comprehensive Financial Planning. Unbiased Educational Resources from Licensed and Experienced Professionals. On-Demand Learning Center: What You Want, When You Want It, as Quickly as You Need It. Up to Date - Real Time - Pract... ical Examples and Scenarios. A Membership Community that Shares Knowledge, Best Practices and Experiences. 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. This 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. A national community of professionals committed to improving themselves, the financial planning industry and the lives of the clients they serve... APEGs Membership Community includes all that APEG has to offer as well as interactive forums that foster peer-to-peer learning. APEGs national membership community is made up of Financial Professionals as well as the attorneys, accountants and other professionals who participate with them in the Comprehensive Financial Planning Process. Experience an environment where professionals can Learn, Share and Grow together. What the Industry is Saying... "The APEG team has put together a great course. Foundations of Financial Planning does a clear and complete job of outlining how and why an advisor needs to look beyond investment decisions when acting as a fiduciary to their client. I would highly encourage ...Read More