Master the Art of Advice: Foundations of Financial Planning Workshop
Stop reading the theory and start leading the conversation. This high-energy, immersive workshop is designed to bridge the gap between technical knowledge and real-world delivery, taking a deeper dive into the Foundations of Financial Planning content. Whether you choose our 1-day or 2-day live intensive in-person event, the experience continues with weekly virtual sessions customized over 4 to 7 weeks to ensure your new skills are fully integrated into your practice. This hybrid approach is specifically designed for professionals new to the industry, as well as seasoned investment and insurance pros looking to evolve into comprehensive, fee-based financial planners.
Led by elite CFP® instructors, this experience focuses on shattering the "imposter syndrome" that often plagues emerging advisors. We tackle the fear that "the client knows more than I do" by pressure-testing your knowledge through high-impact topical discussions. By moving beyond definitions and into active application, you will build the technical fluency and professional poise required to command any meeting, ensuring you are always the most prepared person in the room.
You’ll walk away with more than just notes; you’ll gain the confidence through competence to lead. By mastering our "Advice Delivery" framework, you will learn to explain financial planning strategies with authority and handle unpredictable client questions with ease. This isn't just a course—it’s a professional transformation designed to turn your foundational knowledge into a high-impact, client-ready career.
The Financial Planner's Pathway
Expand your practice with a consistent, repeatable approach to comprehensive financial planning. This course is specifically designed for professionals transitioning their service model to include fee-based planning as a core offering.
The Transition Strategy
One of the greatest challenges for established advisors is shifting the client engagement process from being product-focused (investments and insurance) to being planning-led. The Financial Planner’s Pathway bridges this gap by providing:
- Value Proposition: Learn to effectively explain the merits of comprehensive financial planning to existing and prospective clients.
- Discovery Mastery: Master a thorough interview process that drills down into a comprehensive set of financial goals.
- Defined Scope: Learn how to translate client needs into a clearly defined scope of work for a financial planning arrangement.
Course Features & Format
This program provides the practical tools and communication strategies necessary to rebrand your client experience.
Duration- Nearly 15 hours of education
Delivery- Self-study video content
Focus- Client engagement and discovery processes
Resources- Custom branded engagement materials included
Exclusive Implementation Tools
To ensure you can put your training into immediate action, students receive a one-time set of custom branded materials.
Professional Branding: These materials are designed for use throughout your client engagement process and come with a limited lifetime license, allowing you to maintain a polished, professional image as you grow your fee-based services.
Click Here to Learn More About Financial Planner's Pathway
Purchase Course for $895
APEG’s Monthly Planner Series
Successful financial planners must have the insight to recognize and address a myriad of complex topics. APEG’s monthly series is designed to help advisors develop their "planner’s ear" by staying at the forefront of industry trends and technical strategies.
Expert-Led Insights
Each month, we host a guest speaker to provide deep-dive expertise into the shifting landscape of financial services. These sessions help you identify planning opportunities you might otherwise miss, covering:
- Tax & Estate: Advanced strategies for wealth preservation and compliance.
- Legal & Insurance: Navigating the regulatory and protective side of planning.
- Investment Topics: Current market insights and portfolio management trends.
Engagement & Flexibility
Whether you prefer to participate in real-time or learn at your own pace, our format is built to fit a professional schedule.
Session Length- 1-Hour focused deep dives
CFP® Credits- 1.0 CE Credit Hour per live session
Interactivity- Live Q&A with presenters to explore specific scenarios
On-Demand- Access to a comprehensive library of recorded sessions
Subscription Options
Choose the plan that best fits your practice. Gain the flexibility of monthly access or the value of an annual commitment.
- Month-to-Month: Flexible enrollment to keep your knowledge current.
- Annual Subscription: Get two months free by paying for the year in advance.
Never Miss a Beat: If you miss a live event, don't worry. Unless otherwise noted, every session is recorded and added to our library, making technical information available exactly when you need it for a client case.
Click Here to Learn More About APEG's Monthly Planner Series
Purchase Subscription for $49 per / month or $495 annually with our pre-pay option.
Questions & Support - 800-568-2444 or info@apegcommunity.com
