The Education Program for Advisors Who Want to Be Truly Comprehensive
A proven process for mastering all 5 key segments of financial planning
I'd like to learn more:
You’re already successful.
Let’s build on that.
Is it difficult to get your clients to fully open up during hard conversations about estate planning, tax exposure, or insurance gaps?
Feel like you don’t have the time to expand your knowledge outside of your core financial planning areas on top of running your practice?
Could your junior advisors run a comprehensive client conversation without you in the room?
What your clients are already expecting:
70%
of clients want estate planning support, and 40% would switch advisors to get it
89%
of advisor reviews left by clients focus on relationship quality, planning advice, and emotional support
77%
of clients say personalized communication builds confidence in the relationship
Introducing:
Built for advisors who want to go further
A structured education program developed with CFPs®, estate attorneys, and CPAs, designed to take you from knowledgeable to truly comprehensive across all five connected segments of financial planning and develop a proven, easily implementable process in each area.
Estate Planning
Tax Planning
Risk Management & Insurance
Income
Planning
Investment Planning
For the established advisor
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Transition your client relationships from investment-focused to truly comprehensive
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Round out your expertise without going back to school
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Extend your practice’s reach across generations
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Open new revenue streams beyond asset management, including planning fees
For junior team members
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Become a client-ready, comprehensive financial planner faster
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Build confidence across all five segments
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Walk into every conversation ready, regardless of topic
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Grow into the kind of advisor clients trust with the whole picture
How Core Evolve Works
Core Evolve meets you where you are and grows with you. Whether you’re building your financial planning foundation or deepening your mastery, there’s a track designed for your stage.
Foundations
​Build your base across all five connected segments
Designed for advisors who are ready to expand beyond 1-2 areas of expertise and develop a well-rounded, comprehensive foundation.
​Best For:
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0-5 years in the industry
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Advisors with an insurance or investment background expanding into other segments
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Junior advisors building confidence across the full planning landscape
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Senior advisors developing the next generation of their team
Planner’s Pathway
​Turn knowledge into a repeatable process
Bridge the gap between what you know and how you deliver it by turning concepts into a structured, client-ready planning framework.
​Best For:
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5+ years of experience
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Advisors who know the concepts but want a clear framework to apply them
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Practice owners who want a scalable, repeatable process their team can follow
Collaboration + Implementation
​Where comprehensive planning becomes your standard
Comprehensive planning isn’t a destination; it’s an ongoing practice. This stage keeps you sharp, accountable, and continuously improving alongside a community of like-minded advisors.
You’ll gain access to:
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Advisor roundtables and peer discussions
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Ongoing webinars and self-paced learning
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Practical tools you can start implementing on day 1
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A community of advisors committed to doing this work at a high level
What makes this different from other continuing education
Developed by the right experts
​A financial planning education program developed by CFPs®, estate planning attorneys, and CPAs.
Built for mastery,
not just awareness
Move from just knowing the basics to knowing them well enough to own the conversation.
Designed for implementation
Every lesson maps to a concrete change you can make in your practice.
What does it cost?
Core Income Advisors is committed to investing in you. Connect with us to learn what’s covered.
What advisors are saying
We’ve been so impressed with this program and will likely do another in the future. This has been everything I was seeking and has given me a ton of confidence in the areas I felt were lacking.
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- Kirsten S
Even though I thought I already knew a lot, the formal training has been invaluable. Our team talks about it after every session and applies the concepts directly to our current clients and prospects. The combination of 25 years of experience and this program gives me more depth than I ever expected. My clients thank you, too, because I’m doing absolute magic now.​
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- Dave M
I’m excited to start using the 5 Planning Models approach with clients because it provides a strong process and the knowledge I need to offer a complete estate plan on my own.​
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- Eddie D
Reserve your place in Evolve
​We'll be in touch soon with more information.
The Advanced Planning Educational Group (APEG) brings together a team of experts dedicated to one thing: giving comprehensive financial planners the unbiased education and practical resources they need to grow, delivered however they learn best.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.