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

About Kaplan Financial Education

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About Us

Founded in 1938, Kaplan provides test preparation, licensing, continuing education, and professional development programs to businesses and individuals in the accounting, financial planning, insurance, securities, real estate, and information technology industries.

We have brought together experts specializing in every aspect of the accounting and finance industries to ensure we serve the needs of industry professionals. SmartPros® and Loscalzo Institute have years of experience providing continuing professional education for financial professionals.

Our History

SmartPros, founded in 1981, was the first company to deliver CPE on video, with its flagship product, Financial Management Network. In 1999, SmartPros acquired the CPA Report, followed by Pro2Net in 2001, increasing value to our customers by providing content from pioneers in online CPE.

In 2008, SmartPros acquired Loscalzo Associates, a leader in live CPE training (now know as Loscalzo Institute). The Loscalzo Institute has been a premier provider of live CPE programs for over 30 years, with clients from individual CPAs to accounting firms and businesses large and small to State CPA Societies and Associations.

Soon after the acquisition of Loscalzo Institute, SmartPros acquired Executive Enterprise Institute (EEI), specializing in the biannual Tax Reporting & Information Withholding Conference.

In 2015, Kaplan Financial Education added SmartPros’ educational self-study library and monthly video series, as well as Loscalzo's live training to our existing educational offerings in the accounting and financial services industries. To ensure that our students receive the highest level of CPE, we added Nichols Patrick to our accounting continuing education offering in 2017.

Enterprise Learning Solutions

Kaplan is committed to helping our partners with finance and accounting continuing education programs that work. We partner with corporations, firms, state societies, and member associations around the country to develop strategies for long-term success and implement customized, results-driven CPE and professional development programs. Learn more about how to partner with Kaplan »