APEG's Financial Planner's Pathway
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 the Financial Planner's Pathway.
Click Here to Learn More About Financial Planner's Pathway
Non-Member Pricing $1,095
Member Pricing $895