Any educational program is only as good as the people who construct and deliver it. We have assembled the most effective, well-respected, and competent team of professional writers and instructors to create and deliver Kaplan Financial Education's content and instruction.
Andrew Temte, PhD, CFA, is president of Kaplan Professional Education (KPE), a division of Kaplan, Inc. As president of KPE, Dr. Temte oversees and leverages assets, capabilities, and talent across Kaplan’s global footprint. KPE offers a large portfolio of professional development programs and helps individuals earn industry-recognized licensures, certifications, and designations. Based in La Crosse, WI, KPE maintains operations throughout the United States, United Kingdom, Australia, Singapore, and Hong Kong.
In addition to his current role, Dr. Temte has served in the following professional positions:
• Dean of Kaplan University School of Professional and Continuing Education
• Interim President of Mount Washington College
• President of Kaplan University College of Business and Technology
Outside of his professional career, Dr. Temte serves on the Board of Directors for the University of Wisconsin-La Crosse Foundation, his alma mater. He and his wife Linda, are also active in numerous fundraising events and committees in the community.
Dr. Temte started his professional education career in 1990, working with Dr. Carl Schweser to build Schweser Study Program into the leader in CFA exam review. Upon the acquisition of Schweser Study Program by Kaplan, Inc. in 1999, Dr. Temte assumed leadership of the Kaplan Schweser organization. Under his direction, Kaplan Schweser became a leading global provider of innovative, efficient, and effective financial education solutions.
Dr. Temte earned his doctorate in finance from the University of Iowa with a concentration in international finance and investment theory. He holds the CFA designation and has over 14 years of university teaching experience in the areas of corporate finance, investments, and international finance.
Before joining Kaplan Schweser as vice president and manager of CFP® certification instructors, Joyce had over 20 years of personal financial counseling experience including serving as a senior manager of an international accounting firm, during which time she advised many executives, directors of Fortune 500 Companies as well as small business owners. Throughout her career, Joyce has been a frequent lecturer on many financial planning topics including stock options and estate planning. She is also an instructor for various financial planning courses including fundamentals, income tax, retirement and estate planning. Joyce holds an MBA in finance from Duquesne University and a Bachelor of Arts in Business Administration from Grove City College. Joyce is a co-author of Kaplan Financial’s Personal Financial Planning Theory and Practice and an author and editor for the Executive Tax & Management Report. She is also a CERTIFIED FINANCIAL PLANNER™.
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.
Gigs has almost 30 years of financial services experience. She began her career with Morgan Stanley as an Account Executive/Branch Training Coordinator, spent 11 years with Kaplan Financial as both an instructor and regional training director, and most recently as VP, Design and Development/Head of Diversity and Inclusion Partnerships for Securities Training Corporation, where she was responsible for curriculum, content development, and client-specific programs. Gigs has joined the Kaplan Financial team as Academic Staff Manager, Financial Services.
In addition to years of teaching and classroom management experience, and an exemplary level of commercial awareness, she possesses both securities (Series 6,7,9/10,63) and insurance (life agent) licenses. Gigs received her B.A in Economics from Hunter College and her MBA in Finance from Kaplan University, graduating Summa Cum Laude.
David started teaching insurance, securities, and CE classes for Kaplan Professional in 2005. Previously, he spent 35 years in the financial services industry, beginning his career as a multiline insurance agent in Illinois. David held various management positions for 18 of those years with both insurance and investment companies in Texas, California, and Wisconsin.
David received his psychology degree from DePaul University in Chicago and currently manages 60 classroom instructors who teach prelicensing insurance classes in more than 17 states.
Renée is currently a subject matter expert for insurance licensing at Kaplan. She has over 27 years of sales and leadership training, as well as facilitation experience. Her insurance career began as a commercial lines broker and surety manager in California. She has also worked as a training consultant with various industries, including pharmaceutical, food manufacturing, auto industry, and telecommunications. For the last 8 years, Renée has designed and delivered training for thousands of independent agents, as well as for corporate employees.
Renée has a BA in management from the University of Phoenix, a Certificate in Organizational Development through DePaul University, and has begun work on her MBA. She also maintains insurance licenses for Life & Health and Property & Casualty for the state of Illinois.
Bob has over 30 years of financial services experience. He began his career with Prudential as an Agent before being promoted to Sales Manager, after which he started his own financial and estate planning practice. He expanded into the insurance and financial training business with ECFS Education Centers for Financial Services as Instruction, Content Author, Sales and Marketing Director until its sale to Dearborn Financial, at which point he was promoted to the Midwest-Great Lakes Regional Director. Dearborn was purchased by Kaplan where Bob has held various positions, most recently as Midwest and Great Lakes Campus Manager and Insurance Content Specialist.
In addition to years of financial, teaching and classroom business management experience, and an exemplary level of insurance awareness, he previously possessed Series 6, 26, and 63 securities licenses, and currently is licensed in insurance (life, health, property and casualty agent). Bob is a LUTC graduate, has received his Financial Planning Certificate as a graduate from Kaplan University, and holds the RFC (Registered Financial Consultant) designation from the IARFC.org.
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. He 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.
Randy is currently a regulated insurance content specialist, working primarily with editing and maintaining Kaplan’s insurance law supplements. He started as a Kaplan instructor in July 2011 teaching life and health insurance licensing classes. Prior to joining Kaplan, most of his career was spent working for a large multi-line insurance company.
Randy has his CLU®, ChFC®, CPCU® designations, and CFP® certification. He stresses to students that licensing is the minimum entry to a great profession. But, to be a true professional and to better serve their clients, he encourages students to continue their education with professional designations.