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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.

AI Tutor: Your Ultimate Study Partner

AI Tutor is your personal, in-course study assistant, available to answer questions or explain concepts that spark your curiosity or leave you feeling stuck. Available on eligible programs* from Kaplan and the College for Financial Planning.

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AI Tutor Benefits

Custom Study Tips

Maximize your time with personalized recommendations, strategies, and exam-focused support.

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AI Tutor Benefits

Clear Explanations

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

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AI Tutor Benefits

Personalized Resources

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

Choose Your Securities Exam

Choose Your CFP® Certification Program

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Study PackageKaplan Financial Education

Premium Package

$1,495

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Education ProgramKaplan Financial Education

Premium Package

Starting at:$8,250

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Education ProgramKaplan Financial Education

EssentialPlus Package for CFP® Certification Education

Starting at:$6,150

Choose Your Professional Designation

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.

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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.

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Professional Assistant Benefit

Save Time

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

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Professional Assistant Benefits

Remain Competitive

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

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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.

Videos Worth Watching

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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.

*Kaplan Securities Exam Prep (Premium Packages) and the following College for Financial Planning Programs: CFP Certification Education (excluding Essential Package) & CFP Exam Prep (excluding Essential Package) and Professional Designation programs.