Choose Your Career Direction
Career Entry
Choose from these professional licenses and designation programs to begin your financial career with complete confidence.
Insurance Licensing
Start your insurance career with a variety of state licenses, including Life, Health, Property, Casualty, Adjuster, and Personal Lines. Whether you choose Live Online, OnDemand, or a self-study program, you’ll find a solution tailored to fit your budget and learning style.
Securities Licensing
Everything you need for success in the securities industry is right here. Whether you want to pass the Securities Industry Essentials (SIE) exam, a qualification exam, or a combination of exams, you’ll get access to exactly what you need for complete confidence on exam day.
Early Career
Build a foundation of credibility and expertise in the financial planning industry with these industry-recognized professional designations.
AAMS®
Accredited Asset Management SpecialistSM
Created in conjunction with many of the country’s top investment firms, this designation program teaches you to identify new investment opportunities and recognize insurance, tax, retirement, and estate issues.
CRPC®
Chartered Retirement Planning CounselorSM
Created for advisors who are focused on retirement planning, this designation program will help you focus on your clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.Mid-Career
Solidify your financial planning expertise and stay sharp in an ever-changing industry with these professional designation programs.
ABFP®
Accredited Behavioral Finance ProfessionalSM
Master behavioral finance soft skills in this unique designation program. You’ll enhance your emotional competencies, client interactions, and financial planning advice through an in-depth understanding of economic behaviors and hands-on practice.
SE-AMWA®
Sports & Entertainment Accredited Wealth Management AdvisorSM
Want to work with clients in sports and entertainment? Gain the specialized knowledge to help high-net-worth clients capitalize on opportunities to preserve, grow, and transfer their wealth.
Sustainable Investing Certificate (CFA Institute)
After completing this program, you’ll be able to demonstrate your knowledge of environmental, social, and governance factors in institutional investment analysis. Prepare to pass your certificate exam with our Sustainable Investing Course Package
Sustainability and Climate Risk (SCR®) Certificate (GARP)
Gain the skills you need to assess and manage environmental risks while meeting growing sustainability and reporting demands. Our SCR Certificate Course Package will help you go into your exam with 100% confidence.
Certificate Programs
Set yourself up for career success by adding to your skillset, strengthening your knowledge, and creating better outcomes for your clients. Earn your specialized certificate from the College for Financial Planning.
Advanced Career
Take your financial planning career to the next level with these highly respected and sought-after professional designations.
CFP® Certification Education
CERTIFIED FINANCIAL PLANNER™
Trust the creator of the CFP® mark to help you earn the nation’s premier financial planning credential. Pursue your required education by enrolling in our CFP-Board approved study program, available in Live Online, OnDemand, or Self-Study formats.
CFA® Charter
Chartered Financial Analyst®
Achieve the highest distinction in the investment management profession. Ensure you’re fully prepared for exam day with customizable prep packages, proven study tools, and expert instruction from the most trusted name in CFA exam prep.
CAIA® Charter
Gain a unique advantage in the finance industry by specializing in alternative investments and emerging trends. Earn the CAIA Charter by trusting the prep provider used by over 50,000 candidates. Start preparing today with study packages that contain everything you need to pass.
FRM® Certified Financial Risk Manager
Continuing Education & Professional Development
Maintain your credentials and increase your industry knowledge with Kaplan’s full suite of continuing education and professional development solutions.
Insurance Continuing Education
Maintain your insurance license and keep producing on your schedule with Kaplan’s state-approved CE courses. Choose from total access libraries, engaging webinars, or a wide variety of individual online courses.
Accounting CPE
IAR Continuing Education
Financial Modeling
Move your career forward by learning how to create accurate and effective financial models of a company using Microsoft Excel. This online course teaches the fundamentals of model design, logic, construction, related financial concepts, and Excel functionality.
The Wealth Management Professional Assistant is an AI-powered tool that gives financial advisors immediate, reliable answers to everyday questions and complex client scenarios. Save time, stay knowledgeable, and deliver stronger service to your clients.
Securities Industry Essentials® and SIE® are registered trademarks of the Financial Industry Regulatory Authority, Inc., which is not affiliated with Kaplan and was not involved in the production of, and does not endorse, this website or product.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque logo) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.
Original Creator of the CFP® Mark: In 1969, the International Association for Financial Planners (IAFP) and the College for Financial Planning were created to help meet the financial needs of Americans.
In 1985, the College entered an agreement to establish an independent, nonprofit certifying and standards-setting organization. Ownership of the CFP® marks and responsibility for continuing the CFP® certification program was transferred to the new organization, International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP), now known as CFP Board. For more information, please visit www.cfp.net/about-cfp-board/history.
Kaplan Schweser is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials, which are the building blocks of the exam. We are also required to update our materials every year and this is validated by CFA Institute.
Our products and services substantially cover the relevant curriculum and exam and this is validated by CFA Institute. In our advertising, any statement about the numbers of questions in our products and services relates to unique, original, proprietary questions. CFA Institute Prep Providers are forbidden from including CFA Institute official mock exam questions or any questions other than the end of reading questions within their products and services.
CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the product and services offered by Kaplan Schweser. CFA Institute®, CFA® and "Chartered Financial Analyst®" are trademarks owned by CFA Institute.
Most Trusted CFA® Provider: These are the findings of a quantitative survey conducted by Kaplan between June 30 and August 30, 2021. For this survey, a sample of 313 U.S. CFA Level I and Level II candidates was interviewed online, of which 271 CFA candidates answered this question. The survey was fielded to subscribers of 300Hours.com and AnalystForum.com.
Terms and Conditions: 15% off applies to Insurance, Securities, IAR CE, and Accounting CPE study packages and study tools only; CFP® Premium, EssentialPlus, and Essential education packages and courses, CFP® Premium Exam Study Package, and Professional Designation packages only. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, extensions, or state fees, and is not redeemable for cash value. This offer does not apply to add-ons, upgrades, or individual products. To redeem online, enter code STARTNOW at checkout. Offer begins January 14, 2026, and expires at 11:59 pm CT February 11, 2026.