Certificate
Accredited Investment Fiduciary® Training
Advisors gain the fiduciary knowledge and tools to serve their clients’ best interests while growing their business.
As the only financial education provider offering stackable credentials across ten accredited professional designations, CFP® certification, and a Master’s degree in Personal Financial Planning®, we help advisors advance at every stage of their careers while earning credit toward what’s next.
We partner with organizations to design customized learning journeys built from proven education programs. Our solutions are easy to implement, enroll in, and navigate—so your team can start learning quickly and your business sees impact sooner.
Our programs deliver one of the most efficient and cost-effective ways to keep advisors continually learning while driving real business outcomes. After earning a credential through our programs, 72% of advisors report an increase in clients and an average earnings increase of 15%.
From career entry to advanced professional development, our programs cover financial planning, asset and wealth management, retirement planning, sustainable and responsible investing (SRI), and behavioral finance—equipping your workforce with the knowledge to succeed long-term.
Learn what makes the College for Financial Planning-a Kaplan Company standout among financial professionals when choosing education programs that can help advance their careers in financial services.
Certificate
Accredited Investment Fiduciary® Training
Advisors gain the fiduciary knowledge and tools to serve their clients’ best interests while growing their business.
Certificate
ETFs & Portfolio Construction
Financial advisors can gain an understanding of how exchange-traded funds (ETFs) are used within an asset allocation to develop a diversified investment portfolio.
Certificate
Financial Advising Accelerator
Designed for new and early career advisors, this program focuses on advising and business-building skills necessary to launch a successful financial planning career.
Certificate
Undergraduate Certificate in Financial Services
This job-relevant program empowers your early-career employees with the foundational skills and knowledge to better help clients navigate financial decisions.
Certificate
Undergraduate Certificate in Finance and the Social Sciences
Designed for entry-level employees, this program explores how social and market dynamics shape financial decision-making. By combining foundational skill-building with real-world relevance, it equips emerging talent to understand the broader context behind financial decisions.
Designation
FPQP®
The Financial Paraplanner Qualified Professional℠ program is an ideal starting point for those new to the financial planning profession.
Designation
WMS℠
The Wealth Management Specialist℠ program provides new advisors with a substantial overview of the most critical concepts in financial planning and wealth management.
Designation
AAMS®
The Accredited Asset Management Specialist℠ program provides advisors with strong fundamental financial knowledge with a specific focus on asset management and investments.
Designation
CRPC®
The Chartered Retirement Planning Counselor℠ program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.”
Designation
CRPS®
The Chartered Retirement Plans Specialist℠ program provides the knowledge to recommend techniques that can be executed into well-structured, company-appropriate retirement plans.Designation
ABFP℠
The Accredited Behavioral Finance Professional℠ program enhances advisors’ emotional competencies, client interactions, and financial planning advice through an understanding of psychological explanations for economic behavior and hands-on practice.
Designation
APMA®
The Accredited Portfolio Management Advisor℠ program educates advisors on the finer points of portfolio creation, augmentation, and maintenance.
Designation
AWMA®
The Accredited Wealth Management Advisor℠ program is designed for advisors who want to better address the unique needs of high net worth clients.
Advanced Program
CFP® Certification
Our industry-leading CERTIFIED FINANCIAL PLANNER™ certification education program is the one 1/3 of all CFP® exam takers turn to year after year.
Advanced Program
MS in Personal Financial Planning
Our Master of Science Degree in Personal Financial Planning helps students pursue a Master's Degree and CFP® certification at the same time.
Advanced Program
MS in Financial Analysis®
Our Master of Science Degree in Financial Analysis offers two pathways: Traditional Pathway (for those aspiring to earn the CFA Charter) and the CFA Charterholder Pathway (for those that already hold the CFA Charter).Connect with our team to discuss your organization’s training needs, compliance goals, or partnership opportunities.
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