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 

Available in Premium Instruction Packages, the AI Tutor provides personalized support to improve performance on your securities exam. Created by Kaplan’s securities experts, you can confidently tackle your most challenging concepts. Study anytime, anywhere with a personal tutor that’s always ready to help.

Custom Study Tips

Get proven study tips based on your learning style and securities licensing exam.

Clear Explanations

Master the toughest concepts with instant, personalized answers to all your questions.

Personalized Resources

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

Choose Your Securities Exam to Access the Ultimate Study Partner

The Wealth Management Professional Assistant

This AI-powered tool provides financial advisors like you with accurate, dependable insights to strengthen your client service and help you work more efficiently. Whether you’re verifying details, revisiting key financial concepts, or navigating complex client situations, this innovative tool delivers instant information based on trusted content from the College for Financial Planning.

Improve Client Support

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

Save Time

Quickly and easily find trustworthy information without wasting your time sifting through multiple sources.

Remain Competitive

Refresh your knowledge of financial concepts and stay current on the latest trends with content that is continually updated.

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.

See the Assistant in Action for Free

Try the Wealth Management Professional Assistant for 30 days with no obligation.

Get a Sneak Peak into Kaplan’s AI Tools