Skip to main content
Kaplan Financial Education: Leader in licensing exam prep and continuing education for insurance, securities and more.
Sign In
41335 KFE - BRD - Web Migration - Image Library - Teams - 1

Develop or Enhance Your Curriculum

Partner with Kaplan
Develop or enhance your curriculum with Kaplan's support and partnership
41335 KFE - BRD - Web Migration - Image Library - Business Professional - 6

University Partnership Opportunities

At Kaplan, we help people transform their lives through education. Our university partnerships benefit from our top-of-the-line instructor and student materials. We empower students to gain a competitive edge through education, while providing resources to start and advance their careers. We collaborate with universities to develop and supplement curriculums in order to help students prepare for licensing and advanced designation exams in the investment management, financial planning, and securities industries.

Would you like to help your students bridge the gap between the classroom and their career? Kaplan’s university partnership programs allow schools to add value to their current curricula and help meet the demands of students preparing for their professional lives.

Give your students a competitive edge with Kaplan.

41335 KFE - BRD - Web Migration - Image Library - Business Professional - 12

CERTIFIED FINANCIAL PLANNER® (CFP®)

CFP Board Registered Program

The retirement of Baby Boomers is rapidly driving demand for personal financial planners. To help professionals earn the prestigious CFP® mark, the College for Financial Planning—a Kaplan Company partners with universities nationwide to offer executive-level, CFP Board-registered courses. Whether you need live and online programs, exam reviews, or comprehensive materials, our solutions are tailored to your university's needs and integrate seamlessly into your curriculum. Our industry-leading resources are developed by credentialed experts and continuously updated for tax law changes. Elevate your financial education offerings with our proven partnership options.
Request a Desk Copy
41335 KFE - BRD - Web Migration - Image Library - Business Professional - 2

Chartered Financial Analyst (CFA®)

CFA Exam Review

The CFA Program, administered by CFA Institute, sets the global standard for investment industry knowledge and ethical behavior. The Chartered Financial Analyst (CFA®) credential is the globally recognized mark of distinction and benchmark for measuring the expertise, experience, and ethics of serious investment professionals. Kaplan collaborates with universities to develop and supplement curricula, as well as help students prepare for the CFA exam. From offering Kaplan’s course on your campus, leveraging our courses in a blended program, or simply utilizing our concise textbooks in existing classes, we can provide the insights and resources needed to develop a successful CFA exam review program at your university.
41335 KFE - BRD - Web Migration - Image Library - Online Learning - 2

General Securities Curriculum

Securities Industry Registration Prep

The Financial Industry Regulatory Authority (FINRA®) revamped the way individuals will begin their career in the securities industry, which opens up an opportunity for universities to assist their students. As of October 2018, all new representative-level applicants are required to pass a general knowledge exam—the Securities Industry Essentials (SIE) exam—in order to become registered to sell securities. With the new exam structure, individuals no longer need to be sponsored by a firm in order to sit for this entry-level exam. Give your students the best chance to become registered and enter the workforce after graduation by introducing them to key topics and terminology included in the SIE exam.
Woman Working On Office System

Insurance Curriculum

Insurance Licensing Exam Prep

Provide a unique learning opportunity for your students by incorporating insurance licensing material into your curriculum. The insurance industry is in need of knowledgeable agents with the ability to provide excellent service to clients, and our solutions can help you fill this gap. According to the Bureau of Labor Statistics, employment for the industry is projected to grow at a rate faster than average, and students may not recognize this as a profitable career. Introduce key insurance topics and terminology to help prepare your students for a career in the insurance industry.
41335 KFE - BRD - Web Migration - Image Library - Teams - 9

University Offerings, Tailored to Your Program

  • Live or Online Offerings

  • Instructor Resources

  • Introduction to Corporate Sponsors

  • Accredited Programs

  • Discounted Student Materials

Partner Your Financial Education

41335 KFE - BRD - Web Migration - Image Library - Teams - 17
CFP® Certification

Certification Courses

Request a Desk Copy

To help you decide if you would like to use a book from the College for Financial Planning for your class, you can request one by filling the form below.

Each instructor may only request one copy (ebook or text) per text. Allow up to 3 business days for orders to be placed.

Request a Desk Copy
41335 KFE - BRD - Web Migration - Image Library - Teams - 19
CFP® Certification

Certification Courses

Purchase Additional Desk Copies

If you are teaching or enrolled in a College for Financial Planning®—a Kaplan Company-partnered course, you can order additional course materials by following the link below.
Purchase Additional Desk Copies

Explore More Solutions for Universities

*This request is only available to college and university instructors in the United States.