Brian Gibbs (San Diego)'s profile

APFA Member Training for Financial Services

Outside of his role at San Diego-based Heritage Retirement Advisors, Brian Gibbs is a member of various professional organizations. A San Diego, California resident, Brian Gibbs is also a member of the Academy of Preferred Financial Advisors (APFA).

The APFA is an organization that provides professionals in the financial services industry support through programs such as its Academy Member Training program. The organization’s overall mission is to show professionals in this industry how to increase their productivity while doing so efficiently and time-effective.

The Academy Member Training program is like all of the programs offered through the APFA in that it is based on real-world, proven, and tested strategies used in thriving, successful practices. Those who attend the member training program are professionals who aspire to offer their clients the best services and products.

The training program gives participants education and access to the most up-to-date information. The topics covered through the course of the training program cover estate, protection, tax, investment, and retirement planning.

Participants spend six full days covering educational coursework and participating in a webinar series each session. Member Training program participants are awarded 30 hours of qualifying continuing education when completed.
APFA Member Training for Financial Services
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APFA Member Training for Financial Services

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