We’re excited to bring great news to all current students who rely on the unparalleled education and reputation offered by Kaplan. Kaplan Professional has completed its acquisition of College for Financial Planning, bringing together two respected leaders in financial services education. This partnership opens up exciting new educational opportunities for current students and financial professionals within the industry.
At this time, you can still count on Kaplan Financial Education to help you earn a Wealth Management Specialist certificate. Current students can continue to log into their coursework at kaplanlearn.com with the login button at the top right of the screen.
Your organization wants to give high-net-worth clients the wealth accumulation and management advice they need, but there isn’t a CFP® professional at every desk to give them the qualified attention they deserve. Kaplan’s online Wealth Management Specialist program can equip you with a substantial overview of the most critical concepts in financial planning and wealth management without the rigors of preparing for the CFP® exam.
To learn more about the Wealth Management Specialist certificate program and how it can benefit you, please call 888.525.5482.
Are you new to the financial industry?
Do you support a CERTIFIED FINANCIAL PLANNER™?
Do you provide high-net-worth clients with wealth management advice?
If you answered yes to any of these questions, becoming a Wealth Management Specialist will qualify you to advise and plan for these scenarios without the stress and rigors of the CFP® certification program.
The WMS program is ideal for those who are involved with customer transactions and recommendations of all financial services products. It can benefit:
Complete all 13 courses and earn your WMS certificate.
Kaplan also offers over 75 courses suitable for your CE.