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

Wealth Management Corporate Partnerships

Wealth Management Corporate Solutions for Your Organization

Kaplan Professional has completed its acquisition of College for Financial Planning, bringing together two industry leaders in financial education. Organizations can now leverage wealth management education solutions from both Kaplan Financial Education and College for Financial Planning. Over the coming months, Kaplan Financial Education and College for Financial Planning will come together under the new name, College for Financial Planning, a Kaplan Company.

Increase the value and prestige of your organization with an enterprise solution in wealth management—from stepping stone designations like the Wealth Management Specialist and Chartered Retirement Planning CounselorSM to more advanced marks like the CIMA® and CFP® certification. Our industry-leading study solutions combine an integrated study program, experienced instructors, and innovative reporting tools, giving your employees full support throughout their program while you track their progress.

Kaplan's corporate solutions for wealth management feature:

  • A state-of-the-art learning management system
  • Innovative reporting tools 
  • Private class opportunities

Partner with us to offer: 

  • CFP® Certification Required Education Program
  • CFP® Exam Prep Review
  • CIMA® Certification Exam Prep
  • Behavioral Financial Advice
  • Wealth Management Specialist
  • College for Financial Planning professional designations

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