Skip to main content

AI Tools

AI Tools Powered by Kaplan

Explore Kaplan’s AI-powered resources designed for your professional growth in the financial services industry. Whether you’re studying for a licensing exam or supporting clients with financial decisions, these intelligent tools deliver instant, personalized explanations and guidance. Backed by continually updated, expert-driven content, you’ll have accurate, reliable information at your fingertips.

Kaplan’s AI Tutor for Securities Exam Prep

Master your securities exam with Kaplan’s AI Tutor, available in Premium Packages. Get personalized support on tough concepts from our experts. Study anytime, anywhere with a 24/7 tutor designed to boost your performance.
41335 KFE - BRD - Web Migration - Image Library - Business Professional - 2

AI Tutor Benefits

Custom Study Tips

Get proven study tips based on your learning style and securities licensing exam.
41335 KFE - BRD - Web Migration - Image Library - Online Learning - 2

AI Tutor Benefits

Clear Explanations

Master the toughest concepts with instant, personalized answers to all your questions.
41335 KFE - BRD - Web Migration - Image Library - Online Learning - 9

AI Tutor Benefits

Personalized Resources

AI Tutor adapts to your individual needs, offering simple explanations and in-depth analogies.

Choose Your Securities Exam

The Wealth Management Professional Assistant

Gemini said Boost your efficiency with AI-driven insights from the College for Financial Planning. Get instant, accurate answers for verifying details or navigating complex client scenarios—helping you provide dependable service with confidence.
41335 KFE - BRD - Web Migration - Image Library - Business Professional - 5

Professional Assistant Benefit

Improve Client Support

The Assistant will prompt you for clarifying questions about your specific situation, helping you deliver more informed answers to clients.
Woman Working On Office System

Professional Assistant Benefit

Save Time

Quickly and easily find trustworthy information without wasting your time sifting through multiple sources.
41335 KFE - BRD - Web Migration - Image Library - Business Professional - 7

Professional Assistant Benefits

Remain Competitive

Refresh your knowledge of financial concepts and stay current on the latest trends with content that is continually updated.
41335 KFE - BRD - Web Migration - Image Library - Teams - 6

Unlock 24/7 Support with This AI-Powered Guide

Flexible Access to Fit Your Needs

Choose a monthly or full-year subscription to the Wealth Management Professional Assistant.

Shop Now

Videos Worth Watching

2 Videos

Get a Sneak Peak into Kaplan’s AI Tools

Check out Kaplan's AI Tutor and Wealth Management Professional Assistant, an interactive tool to support financial advisors and financial students' learning.