Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Essential Study Package

Save 10% on the Essential Package

Kaplan’s Essential Package is an excellent choice for candidates who prefer to prepare and practice on their own. The Essential Package grants you the freedom to complete all 7 required education courses at your own pace, so you can be sure you are ready to perform on the CFP® exam. 

To become a CFP® professional, you are required to meet certain initial certification requirements, put in place by CFP Board. View these requirements here.

With the Essential Package you can:

• Purchase one course at a time. Take only the courses you need and choose when to start studying.
• Take up to 90 days to complete each course. Your Online Access begins as soon as you make your purchase.*
• Take advantage of online testing; no need to go to an outside testing facility.

Education eBooks

  • Each Financial Planning Course comes with a corresponding Education Program eBook. Prepare for the CFP® exam with these concise, clear, and comprehensive study notes and supplemental readings.
  • Course 101 also contains Personal Financial Planning: Theory and Practice, 8th Edition

Study Planner

  • This innovative tool takes the guesswork out of creating a prep plan! Prepare with a detailed study plan that shows you how to use your study materials in the most effective way possible.

Education QBank

  • After reading your Education Program Textbook, practice what you've learned with the Education QBank. Focus your attention where you need it the most and review critical concepts. The QBank allows you to:
    - Perform with custom-made exams and quizzes utilizing thousands of multiple-choice questions
    - View answer explanations for every question
    - Access your QBank online, with available offline access

Performance Tracker

  • Included with our QBanks, Performance Tracker allows you to track your progress and compare your exam results to other candidates. You can also use Performance Tracker to track your assessment exam and quiz scores.

Core Lecture Videos

  • Refer to these videos throughout your study program to review the core concepts of the CFP® exam curriculum.

Instructor Email Access

  • As you prepare for the exam, connect with a credentialed instructor to get your exam- and content-related questions answered.

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Essential Package for Course 101
Fundamentals and Ethical Considerations
$494.10 $549.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Course 101 is an introduction to the concepts and profession of personal financial planning. The student will gain an understanding of the role and responsibilities of a financial planner, along with some analytical skills to aid in financial decision-making.

Study Materials:

  • Fundamental and Ethical Considerations eBook
  • Personal Financial Planning Theory and Practice print textbook
  • Education QBank and Performance Tracker
  • Study Planner
  • Instructor Email Access
  • Core Lecture Videos
Essential Package for Course 102
Insurance and Employee Benefits
$494.10 $549.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Course 102 considers risk management principles and the various types of insurance coverage in the marketplace today, focusing on the role of planning for insurance needs. Insurance topics include life, medical expense, and property/casualty policies, as well as long-term care and disability.

It also covers benefits made available to employees by employers—commonly referred to as employee or fringe benefits. Employee benefit topics include group policies, deferred compensation, equity-based compensation, and business applications of life insurance.

Study Materials:

  • Insurance and Employee Benefits eBook
  • Personal Financial Planning Theory and Practice print textbook
  • Education QBank and Performance Tracker
  • Study Planner
  • Instructor Email Access
  • Core Lecture Videos
Essential Package for Course 103
Investment Planning
$494.10 $549.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Course 103 follows sound investment principles as a primary means of wealth accumulation for financial planning clients. In turn, the process of wealth accumulation provides the funds necessary to achieve many financial planning goals.

In this course, you will learn investment concepts as well as effective investment planning strategies for helping your clients accumulate wealth. Asset allocation principles are reviewed, modern portfolio management theory is explained, and the importance of tax-efficient investing is considered.

Study Materials:

  • Investment Planning eBook
  • Education QBank and Performance Tracker
  • Study Planner
  • Instructor Email Access
  • Core Lecture Videos
Essential Package for Course 104
Income Tax Planning
$494.10 $549.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Course 104 reveals effective income tax planning strategies, whether personal or related to an individual's business interests.

Topics covered include:

  • Individual income tax calculations and deductions
  • Tax characteristics of various business entities 
  • Trust and estate taxation
  • Basis of property and cost recovery
  • Property dispositions
  • Passive activity losses
  • At-risk rules 
  • Miscellaneous taxes
  • Interest on deficiencies and refunds
  • Penalties
  • Accounting methods
  • Accounting periods
  • Tax management techniques

Study Materials:

  • Income Tax Planning eBook
  • Education QBank and Performance Tracker
  • Study Planner
  • Instructor Email Access
  • Core Lecture Videos
Essential Package for Course 105
Retirement Planning
$494.10 $549.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Course 105 deals with the single most important issue millions of people will be facing in the years to come: affording to retire. Normally, the amount of money necessary to achieve this goal is substantial and, just like the satisfaction of any other financial goal, requires significant planning.

Course 105 covers determination of the retirement savings need and subsequently considers both government and employer-sponsored methods of providing for one's retirement. Distribution options from corporate retirement plans are reviewed as well as the suitability of an investment portfolio in ensuring a comfortable and profitable retirement.

Study Materials:

  • Retirement Planning eBook
  • Education QBank and Performance Tracker
  • Study Planner
  • Instructor Email Access
  • Core Lecture Videos
Essential Package for Course 106
Estate Planning
$494.10 $549.00  Add to Cart   Call Customer Support to Purchase  Call Customer Support to Purchase

Course 106 presents the challenges of effective estate planning raised by tax code changes. Once the wealth accumulation process is complete, distributing excess wealth is a primary goal for many financial planning clients. 

Course 106 begins with a consideration of the estate planning process and the documents of transfer. It then addresses the unified transfer tax system and the calculation of an individual's estate tax liability. Estate planning techniques such as trusts, marital and charitable deduction vehicles, and intra-family business and property transfers are then discussed. The course ends with a consideration of postmortem tax planning.

Study Materials:

  • Estate Planning eBook
  • Education QBank and Performance Tracker
  • Study Planner
  • Instructor Email Access
  • Core Lecture Videos
About Your Online Access

*Online Access is immediately assigned to your online account after you make your purchase. You will have 90 days of Online Access to complete the course. All coursework must be completed, submitted, and graded by your instructor before the 90 days of access expires. 

About our eBooks

Kaplan Financial has partnered with VitalSource® to offer eBook versions of select textbooks. eBook versions are available for Education Program and Review textbooks. Receive both print and eBook versions for an additional fee. For more information on VitalSource®, please visit our FAQ page.