Welcome to APM 2.0 Download Page

Download away! Feel free to let these documents, tips, tricks, resources, etc. inspire you to create your own course-centric files. Please do not simply copy and paste our material. We believe you will create a better product by spending time thinking through the process and building your own tool.

Let us help get you started by planting seeds. If something doesn't make sense, or you have questions, contact us and we'll do our best to help you along the way.


 
 
 

APM 2.0 Syllabus

Download your syllabus to place in your practitioner portfolio.

 

 

 

Well-Documented Course Reference

This one-page reference is a must-have checklist to see what admin documents you need for your course. It's not all-inclusive, but it draws directly from ANSI/ACCT 03-2016, and then some. Check it out.

 

Sample Client Intake Form

This form can be used to conduct an initial client intake and assessment. It collects most of the information needed to get a client on the schedule.

 
 

UNIT 4 Budgeting Tips Transcript

This file contains a one-page transcript of the Budgeting Tips video.

 

UNIT 4.4 ACCT Code of Ethics

This file contains a one-page transcript of the Budgeting Tips video.