Explore Kaplan Financial Education’s business solutions by focus area.
We are the preferred learning partner for over 15,000 business partners, including 85% of the top 50 banks, insurance companies, and financial institutions.
Kaplan is proud to be the business-to-business partner for more than 3,200 corporate clients around the world.
We serve more than 1.2 million students each year by partnering with corporations, associations, societies, firms, and universities.
Kaplan currently partners with 43 of the top 50 financial institutions and banks globally.
Training Services
Our partners can be confident that Kaplan will go above and beyond to build and implement customizable employee training programs. We understand that every organization is different, and we’ll find an effective solution that works best for you.
Data-Driven Results
We’ll work with you to identify opportunities or gaps that impact your organization and will develop learning outcomes that directly align. With the right data, we can improve your organization’s onboarding, retention, and employee training program.
End-to-End Support
Whether your organization is looking to increase speed to productivity, improve retention, or enhance leadership and decision-making skills, we’ll develop a custom employee training solution with measurable outcomes.
Licensing Exam Prep
Insurance & Securities Licensing
Whether you’re an independent business owner or part of a large organization, we have proven education solutions to help your staff prepare for and earn their financial licenses. In fact, 9 out of 10 insurance and securities licensing exam takers felt prepared for their exams after preparing with Kaplan.
Continuing Education
Continuing & Professional Education
Continuing education doesn’t have to be an agonizing process for you or your employees. In fact, 97% of our insurance continuing education students said they had a positive experience with us. We’ll create a solution to help your employees maintain their licenses and professional credentials with ease.
Certification
Designations & Certifications
Set your staff apart with financial education that is stackable across ten accredited professional designations, certificate programs, CFP® certification, and two master’s degree programs. Empower your employees during their current career stages while they earn credit toward future degrees and credentials.
AI Tools
Advisor AI Tools
Empower your staff with cutting-edge AI tools designed to enhance the efficiency and effectiveness of financial advisors. Set your staff up for success with the tools that enhance client service while saving them time.
This innovative AI tool is designed to enhance the efficiency and effectiveness of your organization’s financial advisors when serving clients. Simply type in your questions, and the Wealth Management Professional Assistant provides instant feedback in clear, reliable answers based on trusted content from the College for Financial Planning®—a Kaplan Company.
From Licensing to Advanced Credentials, close the gap between hiring and peak performance with proven training solutions for businesses and professionals in financial services.
Connect with our team to discuss your organization’s training needs, compliance goals, or partnership opportunities.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
9 out of 10 Exam Takers: 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.
97% Positive Experience: 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.
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