Empower Your Employees with Financial Designations, Certifications & Degrees

Strengthen the knowledge your advisors deliver to clients and the value they create for your financial services business while streamlining the cost and time to earn industry-recognized credentials. 

 

Learning Together. Strong Together.

Corporate Solutions for Your Organization

As the only financial education provider with stackable credentials across ten accredited professional designations, CFP® certification and a Masters degree in Personal Financial Planning, College for Financial Planning®—a Kaplan Company tailors continual learning journeys for your workforce which empower advisors for their current career stages while earning credit toward their next credential.

The result is the most efficient and cost-effective way to keep your advisors continually learning, growing their client bases, and producing tangible results for your organization. After obtaining their most recent credential through our programs, 72% of advisors report an increase in clients and an average increase in earnings of 25%.* 

Partner with us to tailor a learning journey from our established education programs that are straightforward to implement, enroll in and navigate so they start working for your business. From career entry to advanced career programs, our education programs span from financial planning, asset management, wealth management and retirement planning to sustainable, responsible impact investing (SRI) and behavioral finance, to help empower your workforce with the knowledge they need to succeed for your organization.

The Preferred Choice To Advance Careers

Learn what makes the College for Financial Planning®—a Kaplan Company stand out among a financial firm's workforce when their employees have a choice among education programs that can help advance their careers in financial services. 

Certificate Programs

Certificate programs that can help your employees upskill and increase knowledge to better serve clients. 

Accredited Investment Fiduciary® Training

Advisors gain the fiduciary knowledge and tools to serve their clients’ best interests while growing their business.

ETFs & Portfolio Construction

Financial advisors can gain an understanding of how exchange-traded funds (ETFs) are used within an asset allocation to develop a diversified investment portfolio.

Financial Advising Accelerator

Designed for new and early career advisors, this program focuses on advising and business-building skills necessary to launch a successful financial planning career.

Career Entry Designations

Professional designations that help your employees begin their financial planning careers with confidence. 

FPQP®

The Financial Paraplanner Qualified ProfessionalSM program is an ideal starting point for those new to the financial planning profession.

WMSSM

The Wealth Management SpecialistSM program provides new advisors with a substantial overview of the most critical concepts in financial planning and wealth management.

Early Career Designations

Professional designations that help your employees build a foundation of credibility and expertise in the financial planning industry.

AAMS®

The Accredited Asset Management SpecialistSM program provides advisors with strong fundamental financial knowledge with a specific focus on asset management and investments. 

ADPA®

The Accredited Domestic Partnership AdvisorSM program prepares financial professionals to address the unique planning needs specific to unmarried, coupled persons.

CRPC®

The Chartered Retirement Planning CounselorSM  program enables experienced advisors, who are focused on retirement planning for individuals, define a “road map to retirement.”

CRPS®

The Chartered Retirement Plans SpecialistSM program provides the knowledge to recommend techniques that can be executed into well-structured, company-appropriate retirement plans.

Mid-Career Designations

Professional designations that help your employees solidify their financial planning expertise and stay sharp in an ever-changing industry.

ABFPSM

The Accredited Behavioral Finance ProfessionalSM program enhances advisors’ emotional competencies, client interactions, and financial planning advice through an understanding of psychological explanations for economic behavior and hands-on practice.

APMA®

The Accredited Portfolio Management AdvisorSM program educates advisors on the finer points of portfolio creation, augmentation, and maintenance.

AWMA®

The Accredited Wealth Management AdvisorSM program is designed for advisors who want to better address the unique needs of high net worth clients.

SE-AWMASM

The Sports & Entertainment Accredited Wealth Management AdvisorSM program provides advisors with specialized knowledge to help high-net-worth clients in sports and entertainment capitalize on opportunities to preserve, grow, and transfer their wealth.

Advanced Career Designations and Programs

Advanced education programs that take financial planning careers to the next level.

CFP® Certification

Our industry-leading CERTIFIED FINANCIAL PLANNERTM certification education program is the one 1/3 of all CFP® exam takers turn to year after year.

MS in Personal Financial Planning

Our Master of Science Degree in Personal Financial Planning helps students pursue a Master's Degree and CFP® certification at the same time.

MS in Financial Analysis

Our Master of Science Degree in Financial Analysis  is aligned with the learning outcomes of the CFA Institute’s CFA Program, helping concurrently prepare candidates for the Chartered Financial Analyst® (CFA®) exam. 

Corporate solutions for wealth management feature:

 

State-of-the-Art Learning Management System

Innovative Reporting Tools

Private Class Opportunities

*College for Financial Planning, a Kaplan Company, Survey of Trends in the Financial Planning Industry, 2020. 

Fill out the form below to have a member of our Account Management Team contact you about partnership questions.

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.