Osaic's business coaching consulting team supports financial professionals to own, grow and manage a successful business. Financial Planning Jump Start includes 18 hours of development coaching from a team of experienced coaches. The program will incorporate coaching and role playing throughout the 26 week Jump Start program starting with foundational education and moving through the process of gathering client information, prioritizing goals, analyzing client data, presenting plan recommendations and implementing strategies and solutions. 

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 (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. 

The Course provides over 24 contact hours of education along with client-friendly discussion points and communication techniques to immediately assist participants in their practice.

Financial Planning Jump Start provides participants and their mentors with access to APEG's original content found under All Offerings. These webinars are meant to provide "just-in-time" education when you need it most.

All courses are developed by our national team of Curriculum Contributors including attorneys, accountants, financial planners, insurance experts and educators that are recognized as experts in their fields of study.

Don't waste your valuable time trying to put together the pieces of a topic online. Invest your time in highly focused learning sessions tailored around particular client goals or financial planning issues.

Here are all the essential basics of financial planning woven into the realities of working with real clients and building a successful practice. Inside are seven different ways to analyze a client situation, then how to best communicate and work with clients in their best interests. Using real data and relevant case examples, Fundamentals of Financial Planning takes you logically through the process of client behavior, motivation goal-setting and analysis, and risk management, education funding and investment management, and the critical influence of time on the value of money. In addition, the text provides guidance on developing the soft skills, such as developing a relationship of trust with the client, communicating effectively, and understanding client behavior and motivation, which are vital to a successful planning engagement. 

This is an essential text that puts fundamental academics into a real -life context to help ensure that concepts and best practices are comprehended, retained and ready for deployment.