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

Wealth Management Corporate Partnerships

Wealth Management Corporate Partnerships

Wealth Management Corporate Solutions for Your Organization

The Kaplan you see today is a product of continued evolution and passion for education and success in the financial industry. Increase the value and prestige of your organization with our enterprise solutions in wealth management - from stepping stone designations like the Wealth Management Specialist (WMS), to the prestigious CIMA® and CFP® certifications. Our industry-leading study solutions offer innovative study tools, various delivery methods, and multiple reporting tools. Our faculty and instructors are not only experienced academia...they're practitioners who know what it takes to pass the exams and succeed in the financial realm. 

Kaplan's corporate solutions for wealth management feature:

  • Our state-of-the-art Learning Management System
  • Innovative Tools and Reporting 
  • Private class opportunities

Kaplan offers wealth management solutions for the below certifications and designations: 

  • CFP® Certification Required Education Program
  • CFP® Exam Prep Review
  • CIMA® Exam Prep for Qualification and Certification Exams
  • Behavioral Financial Advice - BFA™
  • Wealth Management Specialist

Looking for more information?