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

Wealth Management Education

College for Financial Planning - a Kaplan Company is the nation's premier provider of wealth management education.

Boost Your Practice, Enhance Your Earnings, and Increase Your Value as a Wealth Management Professional

Whether you are new to financial services or a seasoned professional, the College for Financial Planning®—a Kaplan Company can help you achieve your career goals. We’ll prepare you to earn the prestigious CERTIFIED FINANCIAL PLANNER™ certification, expand your expertise through one of our professional designations, or help you earn a Master’s Degree in Personal Financial Planning.

For nearly 80 years, we have offered premier financial education to students and professionals looking to add to their skillset and advance their careers. In 1972, we created the country’s first financial planning credential, the CERTIFIED FINANCIAL PLANNER™ or CFP® certification. Today, we remain at the forefront of financial planning education by responding to the needs of the industry with professional designation courses and graduate degree programs designed to prepare professionals to create better outcomes for their clients.

Follow these links to find the right education offerings to propel your career.

CFP® Certification Program

With many Baby Boomers heading toward retirement, the need for personal financial planners is increasing. Recognized as the highest standard, earning the CFP® mark will open up tremendous opportunities for your future.

College for Financial Planning®—a Kaplan Company offers proven, affordable CFP® certification education programs to fit your lifestyle and career path. Featuring industry-leading methods and study tools, you can choose from graduate-level programs designed for students who wish to pursue a Master’s in Financial Planning, or certificate-level programs that support your goal of passing the CFP® Certification Examination.

Professional Designations & Certificates

These industry-benchmark professional credentials from College for Financial Planning®—a Kaplan Company equip you with the expertise to tackle complex financial issues, empower you to recommend solution-based strategies, strengthen your knowledge, and increase your confidence with clients. They give you the credibility and professional tools to specialize and help you stand above other financial planners.

We offer designations and certificates for every career stage and a variety of specialities.

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Master of Science Degree in Personal Financial Planning

As the ultimate expression of your expertise, the Master of Science Degree in Personal Financial Planning, an accredited MS program offered through our online program, is tailored for financial planners who are ready to expand their knowledge beyond typical financial licensing and credentials. Already a CFP® Professional? You may qualify for up to 15 hours of transfer credit.