$795

Paid Course

APEG's Foundations of Financial Planning course was developed for new entrants to the financial industry as well as experienced professionals who are looking to expand their practice and be more holistic in their approach. This course helps you to "Fill the Gaps" in your knowledge of the five commonly recognized segments in a typical family’s 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 will provide over 24 contact hours of education in the comprehensive approach to financial planning. In addition to academic information, client-friendly discussion points will give participants communication techniques to immediately assist them in their practice. 

Students are granted 6 months to complete the curriculum. Extensions may be granted for extenuating circumstances.

Course Includes:



 

Course Curriculum

  Course Introduction
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  APEG Foundations | An Overview of Financial Planning- Jeffrey Hoenle CFP®, CRPC®, AEP®
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  APEG Foundations | Estate Planning - Tricia L. Lincoln, Esq.
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  APEG Foundations | Income Tax - Ruth Raftery, JD, CPA, AEP®
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  APEG Foundations | Risk Management - Terry Altman, CFP®, ChFC®, CLU®
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  APEG Foundations | Retirement Planning - James Knaus, CFP®,ChFC, RICP
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  APEG Foundations | Employee Benefits, Social Security, & Medicare - Mark T. Wise, CFP®, CRPC®
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  APEG Foundations | Investments - Donald M. Denstaedt, CFP®, CFS®
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  APEG Foundations | College Planning - Andy Hickman
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  Exam
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