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

APEG Planning Disk

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

Foun
Foundations Session 2
Foundations Session 2
Foundations Session 4
Foundations Session 5
Foundations Session 6
Foundations Session 7
Foundations Session 8

Complete Foundations of Financial Planning Courses

APEG Foundations
APEG's Signature Course

A great way to start your career in the financial industry or "fill the gaps" in your knowledge on topics that you never formally learned when you entered the Financial Industry.

Course Fee $795

Oakland University Foundations
Foundations Customized for Oakland University

Includes additional testing and Certificate of Completion from Oakland University. Students who complete this course will accelerate their qualification for admission into the University's Executive CFP® Curriculum.

Single Topics Sessions

APEG Intro to Financial Planning

APEG Foundations Overview of Financial Planning Single Topic Course for $295

APEG Foundations Estate Planning Single Topic Course for $295

APEG Income Tax Single Topic

APEG Foundations Income Tax Planning Single Topic Course for $295

APEG Risk Management Single Topic Course

APEG Foundations Risk Management Planning Single Topic Course for $295

APEG Retirement Income Course

APEG Foundations Retirement Income Planning Single Topic Course for $295

APEG Employee Benefits, Social Security, Medicare Single Topic Course

APEG Foundations Emp. Benefits Social Security Single Topic Course for $295

APEG Investment Planning Single Topic Course

APEG Foundations Investment Planning Single Topic Course for $295

APEG College Planning

APEG Foundations College Planning Single Topic Course for $295

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