Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Certifications in Wealth Management

Certifications in Wealth Management

Wealth Managements Certifications from Kaplan

For over 75 years, Kaplan has offered premier financial education to students and professionals looking to add to their skillset and advance their career. As the financial industry continues to evolve and become more competitive, you may be looking for additional financial planning and advising certifications.

Trust Kaplan to help you remain compliant, instill greater confidence in your clients, and stay ahead of the curve at every level of your career.

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Whether you are new to the financial industry, or are an experienced financial planner, chances are you know about the prestigious CFP® certification. Recognized as the highest standard in personal financial planning, earning the CFP® mark will give you tremendous opportunities in your financial career.

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Behavioral Financial Advisor™

The Behavioral Financial Advice program, developed by Kaplan and think2perform®, is designed to develop and improve the moral and emotional competencies necessary to help you, and your clients, make better decisions throughout the financial planning process.

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Wealth Management Specialist

Kaplan’s online Wealth Management Specialist program can equip you with a substantial overview of the most critical concepts in financial planning and wealth management without the rigors of preparing for the CFP® exam. The WMS program is ideal for those involved with customer transactions and recommendations of all financial services products.

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Certified Investment Management Analyst (CIMA)

Kaplan's online Certified Investment Management Analyst exam prep and review program for investment and wealth management professionals will be available in January 2017.Sign up to be notified the day that our program and education products are available.

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