Use Promo Code StartNow to Save 15% Until January 31*
Save valuable time and money by earning industry-recognized licenses and credentials with stackable credit across Kaplan’s financial portfolio.
Choose from these professional licenses and designation programs to begin your financial career with complete confidence.
Earn a variety of state insurance licenses, including Life, Health, Property, Casualty, Adjuster, and Personal Lines. From Live Online classes to OnDemand courses to self-study programs, you’ll find a solution tailored to fit your budget and learning style.
Financial Paraplanner Qualified ProfessionalSM
This program provides the perfect introduction to personal financial planning. It is an ideal starting point if you are new to the financial planning profession with no prior experience or if you are a planner who wishes to provide your support staff with additional insight.
Choose from a variety of series licensing exam prep study packages, classes, and tools. Whether you want to pass the Securities Industry Essentials (SIE) exam, a qualification exam, or a combination of exams, you’ll get access to everything you need to feel confident on exam day.
Earn these professional designations to build a foundation of credibility and expertise in the financial planning industry.
Accredited Domestic Partnership AdvisorSM
If you’re a financial advisor looking to effectively counsel clients in domestic partnerships, this program is ideal for you. The only designation program of its kind, it also benefits accountants and attorneys who provide tax and legal services for those in domestic partnerships.
Chartered Retirement Planning CounselorSM
Created for experienced 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.
Solidify your financial planning expertise, maintain licensure, and stay sharp in an ever-changing industry with these professional designation programs and continuing education solutions.
Accredited Behavioral Finance ProfessionalSM
Designed for mid-career and advanced career financial professionals, this unique program enhances your emotional competencies, client interactions, and financial planning advice through a thorough understanding of psychological explanations for economic behavior and hands-on practice of knowledge.
Accredited Portfolio Management AdvisorSM
If you’re a financial professional, this designation program teaches you the finer points of portfolio creation, augmentation, and maintenance. You’ll gain hands-on practice analyzing investment policy statements, building portfolios, and making asset allocation decisions.
Chartered SRI CounselorSM
This program provides experienced financial advisors and investment professionals with a foundational knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investments.
Take your financial planning career to the next level with these highly respected and sought-after professional designations.
CFP® Certification Education
Trust us to support your goal of earning the CFP® mark with an industry-leading learning methodology and some of the best study tools. Pursue your required education by enrolling in our CFP Board-approved study program, available in Live Online, OnDemand, or Self-Study formats.
Professional Financial Designations
Set yourself apart in the financial industry by earning an industry-recognized credential with Kaplan Schweser. We have proven exam prep study tools, expert-led courses, and comprehensive study packages to help you earn your CFA®, CAIA®, FRM®, or FDP® designation.
Continuing Education for Professionals
Maintain your credentials and increase your industry knowledge with Kaplan’s continuing education solutions for insurance, CFP® certification, and other professional designations.
*Terms and Conditions: 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. Offer begins January 5, 2022, and expires at 11:59 pm CT January 31, 2022.
CAIAA does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser, nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to Kaplan Schweser, nor is CAIAA responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser. CAA CAA Association®, Chartered Alternative Investment AnalystSM and Chartered Alternative Investment Analyst Association® are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., of Amherst, Massachusetts, and are used by permission.
Follows CFA Institute Prep Provider Guidelines. Required Disclaimer: CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Schweser. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.
GARP® does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser of FRM®-related information, nor does it endorse any pass rates claimed by the provider. Further, GARP® is not responsible for any fees or costs paid by the user to Kaplan Schweser, nor is GARP® responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser. FRM®, GARP®, and Global Association of Risk Professionals® are trademarks owned by the Global Association of Risk Professionals, Inc.
Kaplan Financial Education is a leading global provider of financial education solutions to professionals around the world, helping candidates advance their careers by preparing them for Securities Licensing and Insurance Licensing exams, Continuing Education requirements, and the CFA®, FRM®, CAIA®, and CFP® exams.
This message contains an advertisement for College for Financial Planning®—a Kaplan Company. The Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP CERTIFIED FINANCIAL PLANNER, and federally registered CFP in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER , and CFP 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.