A-la-carte Offerings

APEG's Foundations of Financial Planning Course

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 including:

  • Estate Planning
  • Tax Planning
  • Risk Management/ Insurance
  • Retirement Planning
  • Investment Planning

Additional topics of Employee Benefits, Social Security, Medicare and College Planning are included.

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.

Click Here to Learn More or Enroll in Foundations of Financial Planning

Non-Member Pricing $895

Member Pricing $695

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 $1,295

Member Pricing $1,095

Pursue Your Certified Financial Planner Designation

APEG has partnered with Oakland University to help our Members advance their careers with the most recognized designation in the financial services industry.

APEG Members receive a substantial discount on the Oakland University Personal Financial Planning Program which meets 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.

Enrollment for Fall 2024 Semester Opening Soon - Call 800-568-2444 to Learn More!

Non-Member Price $5,650

Member Price $4,475

Not a Member yet? Consider joining us to save on these courses and curriculums.

Click-Here to Learn More About Membership

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