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Building Careers and Elevating Organizations with Kaplan Financial Education

Workforce development and credentialing programs designed to support financial professionals and businesses to advance their success.

Why Professionals and Businesses Trust Kaplan

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    Proven Results That Matter

    Our exam-focused prep is built to help learners pass with confidence, backed by decades of experience and millions of successful outcomes.

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    Deep Industry Expertise

    Kaplan works closely with industry leaders, regulators, and employers to ensure our content stays current, relevant, and aligned to real-world expectations.

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    Support at Every Stage

    From your first license to advanced credentials and continuing education, Kaplan supports your growth at every step of your career.

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    Flexible Learning That Fits Your Life

    Study with flexible formats, expert instruction, and tools designed to fit real schedules and real goals.

Programs Built to Support Every Stage of Your Financial Career

From licensing and certification to continuing education and advanced degrees, explore programs designed to help you grow and stay competitive.

Explore Insurance Licensing

Go to Insurance

Explore Securities Licensing

Go to Securities
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Securities Licensing

Shop Securities Licensing Exams

Choose the qualification exam or combination of exams you plan to pass, and we'll help you determine which study package is right for your learning style and schedule.
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IAR Continuing Education

Solutions to Fulfill Your Compliance Needs

Kaplan’s IAR CE courses strengthen your regulatory knowledge while meeting CE requirements. We offer Products and Practices and Ethics and Professional Responsibility courses at all levels, and our programs align with other CE requirements.

Explore Wealth Management

Go to Wealth Management
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CFP® Certification

Earn Your CFP® Certification With Confidence

Choose from an online class with archived sessions, OnDemand lectures, or a self-study format to complete your required education.
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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.
The College for Financial Planning®—a Kaplan Company Joins the CFA Institute University Affiliation Program

Masters Programs

Advance Your Career With a Graduate Degree

Pursue CFP® certification or the CFA charter while also earning a graduate degree with online Master's degree programs in Personal Financial Planning or Financial Analysis.

Decades of Experience. Results You Can Trust.

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  • 20+

    average years of real-world and teaching experience for Kaplan Instructors

  • 92%+

    of Kaplan insurance and securities exam or continuing education course takers would recommend us

  • 85%

    of the top 50 banks, insurance companies, and financial institutions consider Kaplan a preferred learning partner, in addition to 15,000 global businesses, as of 2018.

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.

Insights for Professional and Business Growth

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Getting Started in Your Career

Financial Advisor vs. Financial Planner

by Kaplan Financial Education

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Business Thought Leadership

Financial Literacy for Advisors | Kaplan Financial Education

by Kaplan Financial Education

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Getting Started in Your Career

Free eBook: Launching Your Insurance Career

by Kaplan Financial Education

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Business Thought Leadership

The Great Wealth Transfer is Already Stress-Testing Your Talent System

by Kaplan Financial Education

Explore Business Solutions

9 Out of 10 Students Recommend: These are the findings of a quantitative survey conducted by Kaplan between September 29 and November 4, 2022. For this survey, a sample of 438 insurance licensing exam or continuing education course takers and 295 securities licensing exam takers was interviewed online, of which 172 prepared for an insurance licensing exam or took an insurance continuing education course with Kaplan and 162 prepared for a securities licensing exam with Kaplan.9 Out of 10 Insurance Students Recommend: These are the findings of a quantitative survey conducted by Kaplan between September 29 and November 4, 2022. For this survey, a sample of 438 insurance licensing exam or continuing education course takers was interviewed online, of which 172 prepared for an insurance licensing exam or took an insurance continuing education course with Kaplan.

9 Out of 10 Securities Students Recommend:
These are the findings of a quantitative survey conducted by Kaplan between September 29 and November 4, 2022. For this survey, a sample of 295 securities licensing exam takers was interviewed online, of which 162 prepared for a securities licensing exam with Kaplan.

9 Out of 10 Students Say Our Courses Are Comprehensive:
These are the findings of a quantitative survey conducted by Kaplan between September 29 and November 4, 2022. For this survey, a sample of 295 securities licensing exam takers and 438 insurance licensing exam or continuing education course takers was interviewed online, of which 162 prepared for a securities licensing exam with Kaplan and 172 prepared for an insurance licensing exam or took an insurance continuing education course with Kaplan.

4 Out of 5 Students Say Our Prep Is Similar to the Exam:
These are the findings of a quantitative survey conducted by Kaplan between September 29 and November 4, 2022. For this survey, a sample of 295 securities licensing exam takers and 438 insurance licensing exam or continuing education course takers was interviewed online, of which 162 prepared for a securities licensing exam with Kaplan and 123 prepared for an insurance licensing exam with Kaplan.

More than 90% Say Courses Are Comprehensive:
These are the findings of a quantitative survey conducted by Kaplan between September 29 and November 4, 2022. For this survey, a sample of 438 insurance licensing exam or continuing education course takers and 295 securities licensing exam takers was interviewed online, of which 172 prepared for an insurance licensing exam or took an insurance continuing education course with Kaplan and 162 prepared for a securities licensing exam with Kaplan.

*Source: U.S. News & World Report. 10 Best Financial Certifications. Available online at: https://money.usnews.com/financial-advisors/articles/best-financial-certifications.

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.

Terms and Conditions: 15% off applies to insurance licensing study packages, insurance continuing education total access libraries, securities licensing study packages, IAR continuing education total access library, and accounting CPE study packages only. To redeem online, enter code ADVANCE at checkout. This offer cannot be used in conjunction with other discounts or promotions, cannot be applied to previous purchases, extensions, or state fees, and is not redeemable for cash value. Offer begins May 1, 2026, and expires June 2, 2026, at 11:59 pm CT.

KFE Insurance Kaplan Commitment®/Money-Back Guarantee: Terms and conditions apply. Visit www.kaplanfinancial.com/insurance/kaplan-commitment for details.

4 out of 5 Students Say They Are Satisfied with Career Success After Using Our Prep: These are the findings of a quantitative survey conducted by Kaplan between September 29 and November 4, 2022. For this survey, a sample of 438 insurance licensing exam or continuing education course takers was interviewed online, of which 123 prepared for an insurance licensing exam with Kaplan.