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Wealth Management

Succeed At Every Stage of Your Financial Planning Career
With a 50+ year heritage in financial planning education, the College for Financial Planning®—a Kaplan Company has set the benchmark for the profession. As the creator of the CERTIFIED FINANCIAL PLANNER™ certification, we continue to shape the industry through programs designed to set professionals up for success by helping them add to their skillset, develop in their careers, and create better outcomes for their clients.

Education for Every Stage of Your Financial Career

Whether you are new to financial services or a seasoned professional, the College for Financial Planning®—a Kaplan Company can help you gain the knowledge, skills, and credentials to succeed at every stage of your financial planning career.

Why the College for Financial Planning®—a Kaplan Company for Wealth Management

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    Advance Your Financial Planning Career

    Build the knowledge, skills, and credentials to succeed at every stage of your career. Pursue certificates, professional designations, CFP® certification education and exam prep, or a 100% online master’s degree—on your schedule.

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    Groundbreaking Programs

    Stay competitive with programs that evolve alongside the financial planning industry. Prepare to deliver better client outcomes through innovative curricula in areas like behavioral finance, retirement planning, wealth management for sports & entertainment professionals and more.

  • Global education company Kaplan has been named as one of America’s Top Online Learning Providers 2026 and given a 5-star rating by Newsweek and data research firm Statista.

    Flexibility for Working Adults

    Pursue your career goals on your terms with live online or self-paced programs designed to fit your lifestyle. Whether launching or advancing your career, we'll meet you wherever you are.

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    Expert Faculty

    Learn from expert faculty with more than 150 years of combined industry experience. Build your rewarding career with an HLC-accredited school whose experts continue to drive innovation in financial education.

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Prior Learning Credit That Streamlines Your Education

Build skills for today and tomorrow. Our programs empower you for current career stage, while earning stackable credit toward future credential. Most programs stack to either a future credential or master’s degree, so you can save time and money while preparing for your future.

Proven Impact: How Our Graduates Transform Their Careers

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  • 86%

    are more confident speaking with clients

  • 81%

    saw an increase in their client base

  • 77%

    are more satisfied with their financial planning career

  • 21%

    average increase in earnings

Education for Every Stage of Your Financial Career

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CFP® Certification

Achieve the Standard of Excellence for Financial Planners

We offer an industry-leading and flexible education program to fit your lifestyle and career path, as well as a proven exam prep review course and continuing education courses once you earn your CFP® certification.
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Professional Designations

Advance Your Financial Career With Specialized Credentials

Developed for every stage of your financial career, these industry-benchmark credentials help you stand out among other financial advisors.
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Master of Science Degrees

Earn Your Graduate Degree Online

Our online graduate programs give you the flexibility to achieve your next education goals. Pursue a Master of Science in Personal Financial Planning or Financial Analysis.
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Certificates

Upskill And Increase Knowledge

The College offers certificate programs to help financial professionals upskill and increase knowledge to better serve clients.

Partner With Kaplan for Education at Scale

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For Employers & Organizations

Flexible Learning Solutions for Financial Organizations

Kaplan creates flexible programs for financial organizations, offering live online, self-study, and blended learning options designed to support workforce development and compliance at scale.
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For Universities & Institutions

Education Partnerships That Give Students a Competitive Edge

Our comprehensive programs as part of your university offerings support academic success and career readiness.

Take the Next Step in Your Wealth Management Career

Whether you’re launching your practice or mastering advanced strategies for high-net-worth clients, our industry-leading designations give you the expertise to stand out. Get our program guide to find the right path for your goals.

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Wealth Management Career Advancement Articles

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Career Advancement

Why Should I Become a Sports and Entertainment Wealth Manager?

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Career Advancement

What Is the Accredited Asset Management Specialist (AAMS®) Designation?

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Career Advancement

How Financial Advisors Use AI Tools

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Career Advancement

What Is the Accredited Wealth Management Advisor (AWMA® ) Designation?

Contact Our Team

Original Creator of the CFP® Mark: In 1969, the International Association for Financial Planners (IAFP) and the College for Financial Planning were created to help meet the financial needs of Americans.

In 1985, the College entered an agreement to establish an independent, nonprofit certifying and standards-setting organization. Ownership of the CFP® marks and responsibility for continuing the CFP® certification program was transferred to the new organization, International Board of Standards and Practices for Certified Financial Planners, Inc. (IBCFP), now known as CFP Board. For more information, please visit www.cfp.net/about-cfp-board/history.

86% Reported Increased Confidence Speaking with Clients: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between October 10 and November 7, 2025. For this survey, a sample of 1,099 College for Financial Planning® past students was interviewed online in English. The sample includes 621 respondents who earned a professional designation, license, or certification; are working in a financial planning role; and answered this question.

81% Reported an Increase in Client Base: Increase in client base is dependent on numerous factors other than, or in addition to, completion of the specialized financial designation, including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any increase in clients resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning® between October 10 and November 7, 2025. For this survey, a sample of 1,099 College for Financial Planning® past students was interviewed online in English. The sample includes 546 respondents who earned a professional designation, license, or certification; worked in a financial planning role both the year before and the year after receiving their last professional designation, license, or certification; and answered this question.

77% Career Satisfaction: This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between October 10 and November 7, 2025. For this survey, a sample of 1,099 College for Financial Planning® past students was interviewed online in English. The sample includes 819 respondents who earned a professional designation, license, or certification and who answered this question.

21% Earnings Increase: Earnings increases are dependent on numerous factors other than, or in addition to, completion of the specialized financial designation, including specific employment conditions and individual experience. The College for Financial Planning®—a Kaplan Company does not guarantee any earnings increase resulting directly from such designation. Results are the findings of a quantitative survey conducted by the College for Financial Planning® between October 10 and November 7, 2025. For this survey, a sample of 1,099 College for Financial Planning® past students was interviewed online in English. This earnings increase was based on 587 respondents who were employed in a financial planning role both the year before and the year after receiving their most recent professional designation.