Insurance Continuing Education Faculty
Kaplan’s Insurance CE faculty consists of proficient insurance services professionals who not only teach, but bring significant industry experience. They bring their relevant and timely real-world knowledge into the classroom, and their enthusiasm is unparalleled.
Joyce joined Kaplan Professional in October 2006 and has held many roles, including leading the Wealth Management product line followed by the oversight of the financial services business unit. Kaplan’s reach in the financial services and wealth management industry extends globally, and in 2014 Joyce began collaborating with Kaplan Professional’s business units in Australia, the UK, Singapore, and Hong Kong SAR, China. Joyce assumed her current role of SVP of Product Strategy in January 2017.
Her current responsibilities include driving the strategy for the various business units that are responsible for product quality, reputation, and revenue growth. Kaplan Professional provides education opportunities for individuals to achieve industry recognized licenses, continuing education, designations, and credentials across many industries. Joyce regularly works externally as an ambassador for Kaplan and internally by providing support to growth initiatives across the Kaplan portfolio.
Joyce’s involvement in the financial services industry spans 30 years in various capacities. Throughout her career, Joyce has been a frequent lecturer on many financial planning topics. Most recently, she contributed a chapter written with Dr. Charles Chaffin for the Financial Planning Competency Handbook (2nd Ed 2016). Prior to joining Kaplan, Joyce had 20 years of financial planning experience, during which time she advised many executives, directors of Fortune 500 Companies, and small business owners.
Greg is Vice President of Kaplan’s Insurance Education product line. He has more than 30 years of experience in the financial services industry, with 19 years in financial services training.
Greg began his career in 1983 as a compliance examiner with the National Association of Securities Dealers, now known as FINRA. In 1995, Greg became the Chief Operating Officer of Knowledge Pointe, a leading provider of continuing education training for the insurance and securities industries. Knowledge Pointe was acquired by The BISYS Group in 1999 and was integrated with other training providers to become BISYS Education Services. In 2005, Kaplan purchased BISYS Education Services and merged it with Dearborn Financial to become Kaplan Financial Education. Greg ran the insurance and securities education product lines at BISYS and is currently responsible for the insurance education product line at Kaplan. Greg received a BS in business administration with a major in finance from Auburn University and an MBA in management from Mercer University. He has previously held Series 3, 4, 7, 9/10, 24, 63 and 65 securities licenses and a Life, Accident, and Health insurance license in the state of Georgia.
Jennifer Martin has been with the company since 1991. She began her Kaplan career as a Legal Editor before moving into the continuing education area.
She is now the Senior Editor for Property-Casualty Product Development and is responsible for all titles in the property-casualty continuing education course library. Jennifer has a Bachelor of Arts degree in English from Purdue University and has earned the Chartered Property-Casualty Underwriter designation.
Randy is a subject matter expert at Kaplan Financial. He has spent his entire career in financial services, both in corporate and producer roles.
Randy has a master’s degree in personal financial planning and is working on his PhD at the Kansas State Institute for personal financial planning.
Curt Anderson has over 30 years’ experience in the financial services industry He began his career as an independent insurance agent, but transitioned to the securities industry where he held positions ranging from product line management to sales and investment advisory management.
Curt was a licensed insurance agent and has held Series 3, Series 7, Series 24, Series 53 and Series 65 registrations. At Kaplan, Curt has been an insurance and securities instructor, faculty manager, insurance continuing education manager, and a subject matter expert in the areas of securities, retirement planning, and insurance continuing education. Curt holds a BA in finance from St. Cloud State University.