The Advanced Planning Channel


Sign Up for The Advanced Planning Channel

- Access to videos that teach sales ideas/concepts
for estate & business planning


- Includes the AP University


- Access the program through your mobile device using AP mobile!

 

— Overview —

The Hoopis Performance Network’s Advanced Planning Channel is an innovative, web-based training program designed to educate financial professionals on the latest planning techniques for estate and business planning.

The AP Channel includes the AP University which is a twelve module, interactive program that can be completed through a self study approach or as part of a facilitator-led training curriculum.

The AP Channel also includes short videos, articles, templates, tools and resources to increase a financial professionals knowledge and confidence when working with business owners and the affluent market.