Did you know that team practices with a CFP® professional on staff net 30% more revenue that those teams without a CFP® professional?* The CFP® mark can give your advisors the edge to put your company on top!
Set up a private, on-site CFP® certification program that is exclusive to your employees! Kaplan’s one-year custom program is made up of seven education courses and a live review course–all facilitated by our experienced, expert faculty.
Partnership has its privileges. These are just some of the benefits of partnering with Kaplan:
Note: A minimum of 15 students is required.
Interested in partnering with us, but not ready to host a private, on-site class? Don’t worry, we offer other ways to partner…and save!
*Sophie Schmitt, "Adding Expertise to a Financial Advisor’s Practice: Measuring the Contributions of CFP® Professionals," Aite Group LLC, July 2012.