Certificate
Accredited Investment Fiduciary® Training
Gain the fiduciary knowledge and tools to serve clients’ best interests while growing your business. This program satisfies the training requirement to earn the AIF® designation, ranked one of the top financial certifications.
Certificate
ETFs & Portfolio Construction
Gain the fundamental knowledge and skills to address investor interest in exchange-traded funds (ETFs) and integrate ETFs into investment strategies.
Certificate
Financial Advising Accelerator
Financial professionals new to the industry or in the early stages of their career can gain key advising and business-building skills necessary to launch a successful career.
Certificate
Undergraduate Certificate in Financial Services
Build the skills you need to start your career in financial services. Through real-world relevance and foundational skill-building, this practical introduction provides the contextual knowledge you need to enter the business sector and enhance your ability to help clients navigate financial concerns.
Certificate
Undergraduate Certificate in Finance and the Social Sciences
Explore how finance shapes, and is shaped by, the world around you. Through real-world relevance and foundational skill-building, this program helps you understand financial decisions in context, equipping you for entry-level roles in financial services or continued academic study.
Certificate
CAIA.nxt™ Certificate & Microcredentials
Gain a deeper understanding of alternative asset classes without committing to an intensive designation program with multiple exams. Through our partnership with the CAIA Association, you can choose from a suite of foundational alternative investing certificates and microcredential programs ideal for financial planners and wealth management professionals. Plus, you'll receive an exclusive Kaplan discount of 10% off your enrollment.*
Professional Designations
Go Beyond a Certificate: Earn a Professional Designation
While certificates show you’ve mastered a specific course, a professional designation is an industry-recognized credential that increases your influence and client trust. Explore our programs to find the right path for your specialized expertise.
CFP® Certification
Pursue the Gold Standard in Financial Planning
Elevate your professional standing with the CFP® mark—the most respected credential in the field. Gain the authority to tackle complex issues and the credential that build instant client confidence.The programs on this page are certificate programs, whereby a certificate of completion is issued upon successful program completion. The program does not award a professional certification (i.e., a credential that demonstrates the holder's specialized knowledge, skills, and experience). Completion of this course does not award academic credits. The certificate cannot be applied for graduate credit to other academic programs.
The Accredited Investment Fiduciary® (AIF®) Training is a certificate program, whereby a certificate of completion is issued upon successful program completion. The program does not award a professional certification (i.e., a credential that demonstrates the holder's specialized knowledge, skills, and experience).
Fi360, a Broadridge Company, owns the certification mark AIF® which it authorizes use of by individuals who successfully complete initial and ongoing designation requirements.
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. CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, Chartered Alternative Investment Analyst Association®, and CAIA.nxt™ are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., of Amherst, Massachusetts, and are used by permission.
*CAIA.nxt™ programs are fulfilled by the Chartered Alternative Investment Analyst Association (CAIAA). Qualifying enrollments made via Kaplan's CAIA.nxt link receive a 10% discount off retail pricing.
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