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

Certifications in Wealth Management

Two leaders in financial education have come together: Kaplan Financial Education and College for Financial Planning

Professional Designations and Wealth Management Education from Kaplan and College for Financial Planning, A Kaplan Company

For nearly 80 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. Now is the time!

Kaplan Professional has recently completed its acquisition of College for Financial Planning (CFFP), bringing together two respected leaders in financial services education. In the coming months, CFFP and Kaplan Financial Education will come together to offer financial designations and wealth management education under the new name: College for Financial Planning, a Kaplan Company.

Get a quick feel for the breadth of our financial education offerings below.

CFP® Certification

Required Education
Certificate Level Education Programs offered through Kaplan Financial Education »
Graduate Level Education Program offered through College for Financial Planning »

Exam Prep Review
Onsite, Live Online, OnDemand, or Self-Study offered through Kaplan Financial Education »
Onsite in Denver, CO, or Live Online offered through College for Financial Planning »

Ethics
Required Ethics Course offered through Kaplan Financial Education »

Professional Designations & Certificates

Offered through Kaplan Financial Education:
Behavioral Financial Advisor™ Certificate  »
Wealth Management Specialist Certificate »
Certified Investment Management Analyst® »

Offered through College for Financial Planning:
Accredited Asset Management SpecialistSM »
Accredited Portfolio Management AdvisorSM »
Accredited Wealth Management AdvisorSM »
Chartered Mutual Fund CounselorSM »
Chartered Retirement Planning CounselorSM »
Chartered Retirement Plans SpecialistSM »
Life Underwriter Training Council FellowSM »
Financial Paraplanner Qualified ProfessionalSM »
Coming Soon! Chartered SRI Counselor™ »

Graduate Programs

Offered through College for Financial Planning:
Masters in Personal Financial Planning »
Masters in Finance »

Frequently Asked Questions

Current Kaplan and CFFP students will not experience any interruption or change in their coursework, usernames, or passwords. You can continue to log in to your coursework or purchase your next course or designation as normal through the kaplanfinancial.com and cffp.edu websites.

College for Financial Planning, a Kaplan Company will offer a suite of professional designations and financial planning education and exam prep, including:

  • CFP® Certification Education Programs
  • CFP® Exam Prep Review
  • Accredited Asset Management SpecialistSM (AAMS®)
  • Accredited Portfolio Management AdvisorSM (APMA®)
  • Accredited Wealth Management AdvisorSM (AWMA®)
  • Chartered Mutual Fund CounselorSM (CMFC®)
  • Chartered Retirement Planning CounselorSM (CRPC®)
  • Chartered Retirement Plans SpecialistSM (CRPS®)
  • Life Underwriter Training Council FellowSM (LUTCF®)
  • Financial Paraplanner Qualified Professional™ (FPQP®)
  • Chartered SRI Counselor™ (CSRIC®)
  • Behavioral Financial Advisor™ (BFA™)
  • Wealth Management Specialist (WMS)
  • Masters in Personal Financial Planning
  • Masters in Finance

Kaplan Financial Education will continue to offer Insurance and Securities licensing exam prep and Insurance Continuing Education under the KFE brand.

Students can continue to contact their current support team from either the College for Kaplan Financial Education as outlined below:

Kaplan Financial Education
Student Relations Specialists
srs@kaplan.com | 800.373.0199

Technical Support
contactus@kaplan.com | 800.824.8742

College for Financial Planning, a Kaplan Company

Enrollment Specialists
enroll@cffp.edu | 1.800.237.9990, option 3

Student Services Center
cffpssc@cffp.edu | 1.800.237.9990, option 2

For inquiries regarding your corporate relationship, please reach out to your National Account Manager/Director at Kaplan or the College directly. If you do not know the direct line to your Account Manager, please dial the number listed below:

Kaplan Partnerships: csmsupport@kaplan.com | 866.963.8329

College for Financial Planning, a Kaplan Company Partnerships: brett.sanborn@cffp.edu | 303.220.4951