Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Frequently Asked Questions: Education Programs

Frequently Asked Questions: Education Programs

Our Frequently Asked Questions (FAQs) section provides answers to questions you may have about Kaplan's study tools and instruction offerings for CFP® exam preparation. View the answers by clicking on the questions below.

Via UPS, you will receive a soft-bound textbook for courses 101–106. You will not receive a Textbook for the 107 course because all materials are provided to you via your
online classroom.

Via email, you will receive course confirmation along with a username and instructions to establish a password for initial login. The following online assets are available to you after logging in with your username and password:

  • Getting Started Guide
  • Study Planner
  • Education QBank
  • Live Online Class Access
  • Core Lecture Videos
  • Instructor Email Access
  • Program FAQs and Documentation
  • Updates/Errata

You will have access to your online assets until the end of the exam month during which your education program cycle ends. For example, if you are attending courses associated with a program cycle that began in March 2015, you will have access to your online assets until March 2016.

For courses 101–106, there are 10 unit quizzes, 1 case study quiz, and 1 final exam. Each unit quiz has 10 questions, with an allotted time of 40 minutes per quiz. The case study quiz has 10 questions, with an allotted time of 60 minutes. The final exam has 50 questions, with an allotted time of 3.5 hours. 

There are no quizzes associated with course 107.  However, students are required to submit a written financial plan along with a video clip of explaining part of the plan to the client.

Upon your completion of all required education courses through Kaplan, or transferred courses, Kaplan will notify the CFP Board automatically that you have completed all educational requirements. Upon Kaplan’s submission of your education completion, you will receive an email from the CFP Board. If you have not completed all of the required education courses with Kaplan and have not transferred courses to Kaplan, you must apply to the CFP Board using the individual Letters of Verification received from the various educational providers.

First of all, a big “congratulations” is due for completing the required education. We strongly recommend you keep the momentum going and move directly to preparing for the CFP® exam. The Kaplan Live Review is critical to ensuring you build on the knowledge you obtained during the education program and take it a step further to prepare to pass the exam.

You can contact the CFP Board here:

Website: www.cfp.net
Email: examinations@cfpboard.org
Phone: 800.487.1497 (Toll-Free)

Please visit CFP Board's website for more information about CFP® certification. Kaplan is an independent educational provider assisting candidates in preparing for the CFP® exam, and is not affiliated with CFP Board.

1. What is VitalSource®?
VitalSource® is the preferred and most used e-textbook platform in higher education today, and the VitalSource Bookshelf® is the most advanced eBook software in the world. With VitalSource®, you get three-way access to your books: download, online, and mobile. Notes and highlights automatically stay in sync no matter where you take them (mobile requires online synch). In the library, at the computer lab, or even in a clinical setting, you can access your books when you need them—whether you brought your laptop or not.

2. What products are available as eBooks?
CFP® certfication Education and Review books are available as VitalSource® eBooks. The eBook provides access to your study materials in a digital format for use on a personal computer, Apple® mobile device (including iPad®, iPhone®, and iPod touch®), Android™ mobile device, and the Kindle Fire.

3. How many devices will I be able to use my eBooks on?
When you purchase the eBook versions, you will get access to view them online. You can also access and download them on up to two personal computers and up to two mobile devices.

4. What are the features of the VitalSource® eBooks?
Features of the eBook include:

  • Electronic notes and highlighting: When you make notes and highlight sections, the changes are stored on the VitalSource® server, meaning they will be available if you access the eBook from another computer or device. Additionally, notes and highlights can be automatically synchronized between the web version of your products and your downloaded version (this requires that the computer containing your downloaded file be online). You can also share your notes and highlighted content.
  • Ability to export notes: You can copy/paste curriculum text and export your notes to a text file.
  • Flexible print options: You can print up to two pages at a time.

5. How do I access eBook products on my desktop or laptop computer?
When you purchase an eBook product, you will receive an email with installation instructions and a unique registration code to activate your eBook. With a compatible browser, you will be able to access your eBooks via the Internet at online.vitalsource.com or from a file you directly download.
To download the eBook files for use on your personal computer, your computer must meet certain system requirements.
Download the VitalSource Bookshelf®
Important note to Microsoft Windows XP users:
You may need to download and install Microsoft’s .NET framework in order for the eBook to run properly on your computer. The installation program will automatically determine whether your computer needs .NET and prompt you through the download and installation of .NET prior to installing the VitalSource® eBook. Downloading and installing .NET may take 10 to 40 minutes, depending on your computer’s configuration and your Internet connection speed.
If you prefer not to download Microsoft’s .NET framework, you can still access your eBook content using the online version of the eBook. (While the downloadable version can be accessed anytime, the online version is only accessible when you have an active Internet connection.)
More information about the VitalSource BookShelf®
Find out more about system requirements.

6. How do I access eBook products on my mobile device?
The eBook version provides access to the curriculum in digital format for use on a personal computer, Apple® mobile device (including iPad®, iPhone®, and iPod touch®), Android™ mobile device, and the Kindle Fire, eliminating shipping and customs fees. When you purchase an eBook product, and it is assigned to your account, you will receive installation instructions and a unique registration code to activate your eBook.

  • An app for the eBook on Apple devices, including iPad®, iPhone®, and iPod Touch® is available from iTunes.
  • An app for the eBook on an Android mobile device and software supporting the Kindle Fire are also available to download from VitalSource®.

7. How long will I have access to my eBook?
You will have access to your eBooks through VitalSource® for 1 year (online) from the date of your code redemption and 2 years access for downloaded material.

8. Are there any limitations to the VitalSource® mobile apps? Yes, there are some limitations to the mobile apps in comparison to the desktop version. Please see the important notes regarding your eBooks on mobile devices.

  • The functionality of the mobile device app is limited in comparison to the personal computer version of the VitalSource Bookshelf® software. For example, notes and highlights are viewable, but users cannot make new notes from the app at this time. The app does, however, have search capabilities.
  • The eBooks are not optimized for mobile devices and, therefore, the text on mobile phones is very small. The app has zoom capability, but at the expense of easy navigation.
  • Use of the app will not affect your ability to download the eBook onto a personal computer. Students can download their eBook to a maximum of two compatible mobile devices, in addition to two personal computers. Additionally, candidates can access the online version of the eBook through online.vitalsource.com from any compatible Internet browser.
  • The app itself installs very quickly, but individual Ebooks may take several minutes to download because of the large file sizes.
  • Users can only download their materials when WiFi access is available.

9. Who do I contact if I am having technical difficulties?
For immediate answers to common technical support issues, our eBook vendor, VitalSource®, has a searchable Knowledge Base that contains the answers to several common questions.
If you require further assistance, visit VitalSource Technical Support or contact the VitalSource Service and Support line. They will connect you with a VitalSource Bookshelf® expert who specializes in your exact question. The U.S.-based support center is open 24/7 to accommodate your schedule.

  • In the United States and Canada, please call 1.855.200.4146.
  • In the United Kingdom, please call 0808 2340361.
  • 24/7 live chat is available in all areas by clicking on the VitalSource Technical Support link and then selecting the live chat option.

10. What are the system requirements for eBooks?

  • PC: Latest Windows Version 6.9.2; Windows 7/8/8.10 (32/64 bit); Microsoft .Net 4.5; DirectX compatible graphics card
    • Internet connection for registration and downloading of eTextbook
  • MAC: Latest Mac Version 6.9; Mac OS x 10.8 or later
    • Internet connection for registration and downloading of eTextbook
  • Apple: iPhone, iPod Touch, iPad using iOS 5 or later
  • Android: Android 2.2 and up with VS 1.4.2 or later
  • Kindle Fire: Kindle Fire OS (1,2, HD or later)

Please Note: Purchases of all VitalSource® eBooks sales are final and non-refundable.