A Course for Professionals who want to enhance their Comprehensive Financial Planning Knowledge

This is a one-time purchase for $895 for non-Members.

Members, call 800-568-2444 to request your coupon code to save $200.

The coupon-code is entered on the Check-Out page during the enrollment process.


All students will have 6-months from the time of enrollment to complete this course.


Should you have any difficulty in enrolling, please call Member Support at 800-568-2444 or email us at [email protected].



Not a Member yet? Consider joining us to save on the purchase of this course.


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Course Features Overview

  • On-line / On-demand / Complete at your own pace
  • 24+ Contact Hours / 8 Sessions, approximately 3 hours each
  • Access to curriculum leader to answer questions throughout the course
  • Organized to align with the APEG G.O.A.L.S. Financial Planning Approach
  • Certificate of Completion for Students passing the final exam



Included Topics by Session

Questions and Support (800) 568-2444 or email i[email protected]

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