Business Thought Leadership
Protect your firm’s licensure investment with Kaplan’s AI Tutor for Securities. This adaptive tool acts as a 24/7 personalized study partner, delivering instant explanations for complex regulatory topics and eliminating the costly downtime employees face when they hit roadblocks.
The AI Tutor drives peak efficiency by identifying and addressing specific learner weaknesses in real time. This drastically cuts the hours your team spends preparing for the SIE, Series 6, or Series 63 exam, accelerating their speed to production. By providing proprietary AI support at scale, you reduce exam anxiety and prevent burnout, helping you retain top talent.
Available now across many Series exam prep programs, with Series 7 coming soon.
Your firm’s growth depends on how quickly you can license new talent. That’s why we’re launching two new online Insurance Communities to maximize your training ROI and accelerate speed-to-productivity. While our public community offers industry insights, the private student community provides your team with a strategic edge.
Accessible via the Kaplan LMS, this exclusive hub features dedicated forums for Life & Health, Property & Casualty, and Adjusters. Your team can eliminate study roadblocks by engaging directly with Kaplan faculty to resolve complex questions. This collaborative support system drives higher first-time pass rates and reduces exam anxiety, ensuring your producers get licensed and start generating business faster.
Accelerate your team’s speed to production with our new online Securities Communities, launching in June 2026. These hubs maximize training ROI by removing friction from the licensure process. While our Public Community offers industry insights, the Private Student Community provides your candidates a distinct competitive advantage.
Accessible via the Kaplan LMS, this exclusive hub features dedicated forums for the SIE, FINRA Rep and Principal exams, NASAA, and NFA. Your team can bypass roadblocks by engaging directly with Kaplan faculty to resolve complex regulatory questions. This collaborative system reduces exam anxiety and drives higher pass rates, ensuring your talent gets licensed faster and stays focused on growing your business.
The Great Wealth Transfer is here, and your firm’s AUM is on the line. The Professional Generational Wealth Transfer Advisor (PGWTA℠) designation acts as a strategic asset retention mechanism, equipping your advisors to bridge the critical gap between wealth creators and their heirs.
Our modern curriculum integrates tax, legal, and behavioral finance to help your team navigate complex family dynamics and business succession. By mastering these holistic conversations, your advisors evolve into trusted multigenerational family stewards. Future-proof your talent, differentiate your firm in a crowded market, and retain your hard-earned assets with the PGWTA credential.
Technical expertise alone won't grow your book of business. While licensing builds baseline competency, mastering complex client conversations wins trust. Kaplan Skills Simulator transforms how your firm develops elite talent by replacing static e-learning with an adaptive, AI-powered ecosystem.
Your producers can now practice discovery, objection handling, and recommendation framing in high-pressure scenarios without the scaling limitations of traditional coaching. This accelerates time-to-competency and provides leaders with data-driven analytics to bridge specific skill gaps. Empower your team to build empathy, close more business, and maximize your ROI with confident, field-ready producers.
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