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RightCapital and Advanced Planning Educational Group Announce Partnership

RightCapital and APEG Unite to Offer Financial Professionals Planning Tools and Educational Resources That Increase Efficiency and Drive Business Growth

RightCapital Inc. and Advanced Planning Educational Group, Inc. announced their new partnership. RightCapital, Inc. is the fastest-growing company in the financial planning software space, making wealth planning easier and more powerful for financial professionals and their clients; APEG provides educational resources, financial planning tools, and community connections that support financial planning professionals.

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“We are thrilled to be partnering with RightCapital,” says APEG Co-Founder and CEO Jeffrey Hoenle. “We provide educational tools to help the financial planner make the best recommendations possible for their clients, and RightCapital provides the software that brings those recommendations to life.”

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“We are constantly looking for ways to make financial professionals more successful when providing planning recommendations to their clients,” explains RightCapital Co-Founder and CEO Shuang Chen. “The educational resources available to advisors as a result of this partnership are a natural extension of that effort.”

RightCapital and APEG will be hosting joint educational webinars and will extend special discounts on the partnership’s products and services to their respective customer bases.

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Founded in 2018, Advanced Planning Educational Group, Inc. is a membership organization designed to provide educational resources, financial planning tools and community resources to support Financial Professionals in all areas of Comprehensive Financial Planning.

Resources available through APEG’s Learning and Development Platform range from foundational courses for individuals who are new to the Financial Industry, to a proven approach to Planning, to topical courses for the experienced planner presented by our expert team of Curriculum Contributors.

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