Securities Licensing Frequently Asked Questions

Yes, the SIE and SIE/Series 7 Premium, Essential, and Basic packages and SIE/Series 6 Basic package, and some corresponding upgrade packages, are approved for VA reimbursement. This currently includes the following offerings:

Individuals eligible for the Post-9/11 GI Bill (Chapter 33), Montgomery GI Bill Active Duty (MGIB-AD or Chapter 30), Montgomery GI Bill Selected Reserve (MGIB-SR or chapter 1606), or Survivors’ & Dependents’ Educational Assistance (DEA or Chapter 35) may be eligible to pursue training in these SIE exam prep courses.

If you have not yet applied for education benefits, you will need to submit an application for VA Education Benefits (VA Form 22-1990). You may apply for benefits at www.va.gov/education.

For more details, please see the VA Preparatory Course Fact Sheet.

GI Bill® is a registered trademark of the U.S. Department of Veterans Affairs (VA). More information about education benefits offered by the VA is available at the official U.S. government website at www.benefits.va.gov/gibill.

Read about each subject area's PassProtection™ policy below.

Insurance and Securities Licensing After taking our Live Online Class, Kaplan is confident you will pass your Securities or Insurance Licensing Exam. However, if you were unsuccessful in passing your exam or simply wish to take the class again, please get in touch with our Student Support team at 800.824.8742. You may retake the same class within your access period, subject to the conditions described herein.

All enrollments under the PassProtection™ program are subject to space availability in the requested class. Web-based courses or classes may be substituted for live classes at our discretion. PassProtection™ enrollments are limited to your product’s access period. If you want to extend your access period for additional study time, fees may apply, and a new PassProtection™ Retake term will begin.

For more information, please call Student Support at 800.824.8742.

CFP® Certification You are eligible for PassProtection™ if you purchase a Live Review Study Solution. If you do not pass the CFP® exam after purchasing a Live Review Study Solution, you will receive a free subsequent Live Review Study Solution within a one-year window of time (three exam cycles).

To be eligible, you must submit your Official Score Report to fpexamresults@kaplan.com within three weeks of receiving it from CFP Board. All exam results will remain confidential.

Insurance Continuing Education Insurance Continuing Education does not offer PassProtection™. If you take the course, you can take the final exam as many times as you wish until you attain the score you need.

If you're currently enrolled in one of our courses and have questions related to:

If a security warning pops up, click Yes.

Follow these steps to change your password:

The AI Tutor is accessible on most course pages that would add value for students, including the student home dashboard, all reading and video pages, quiz and exam review pages, and the Performance Tracker. See example in the screenshot below.

Just click on the icon found at the bottom right of each page to open the chatbot window.

To get started, simply ask a question and hit enter or click on the blue arrow button and it will respond promptly with an answer. No SIE-related question or request for help is off-limits!

Some common questions include the following:

Click on the icon again to close the chatbot window.

Within the chatbot window, there are a few additional features to assist in using the AI Tutor. These include:

If you are interested in experiencing how Kaplan’s AI Tutor may help with your studies but are not sure how, try the simple prompts below.

How can I improve my QBank scores? How do I use Kaplan's Performance Tracker?