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Empower Your Employees with Financial Designations

Increase the value and prestige of your organization—from stepping stone designations to more advanced marks like the CFP® certification. Our industry-leading study solutions combine an integrated study program, experienced instructors, and innovative reporting tools, giving your employees full support throughout their program while you track their progress.

Learning Together. Strong Together.

Wealth Management Corporate Solutions for Your Organization

College for Financial Planning®—a Kaplan Company, has brought together two industry leaders in financial education. Organizations can now leverage wealth management education solutions from both Kaplan Financial Education and College for Financial Planning. 

Partner with us to offer: 

  • CFP® Certification Required Education Program
  • CFP® Exam Prep Review
  • Professional Designations including the AAMS®, WMSSM, and CRPC®

Education Offerings

Kaplan's corporate solutions for wealth management feature:


State-of-the-Art Learning Management System

Innovative Reporting Tools

Private Class Opportunities

Fill out the form below to have a member of our Account Management Team contact you about partnership questions.