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Financial Industry Designations

Professional Designations & Certifications
Developed for every stage of your career, financial industry designation programs from the College for Financial Planning®—a Kaplan Company are designed to expand your expertise in various financial disciplines.

Why Pursue Your Designation with the College for Financial Planning®—a Kaplan Company

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    Stack Credit as You Advance

    We recognize the time and investment it takes to earn industry credentials. Our professional designations empower you for your current role while enabling you to earn credit toward your next credential or degree.

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    Earn CE Credits Simultaneously

    If you’re a CFP® professional, eligible designation programs can qualify for CE hours toward certification renewal. And, if you currently hold a professional designation from the College, completion of a new designation fulfills CE hours as part of the renewal of your current designation.

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    Designed for Working Professionals

    Pursue your goals in a way that fits your lifestyle and schedule. Programs are offered as OnDemand classes, with select programs available Live Online for a more interactive learning experience.

Shop Career Entry Designations

Earn any of these professional designations to begin your financial planning career with confidence. Pair your designation program with a certificate program focused on business-building skills.
FPQP
Designation ProgramCollege for Financial Planning®—a Kaplan Company

FPQP® Professional Designation Package Version 25

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$1,375
WMS
Designation ProgramCollege for Financial Planning®—a Kaplan Company

WMS® Professional Designation Package

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$1,375

Shop Early Career Designations

These professional designations help you quickly build a foundation of credibility and expertise in the financial planning industry.
AAMS
Designation ProgramCollege for Financial Planning®—a Kaplan Company

AAMS® Professional Designation Package Version 25

$1,375
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AIF-Badge
CertificateCollege for Financial Planning®—a Kaplan Company

Accredited Investment Fiduciary® Training

$1,595
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CRPC
Designation ProgramCollege for Financial Planning®—a Kaplan Company

CRPC® Professional Designation Package Version 28

$1,375
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CRPS
Designation ProgramCollege for Financial Planning®—a Kaplan Company

CRPS® Professional Designation Package Version 26

$1,375
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RSSA®

Registered Social Security Analyst®

RSSA

Shop Mid-Career Designations

Earn these professional designations to solidify your financial planning expertise and stay sharp in an ever-changing industry.
ABFP
Designation ProgramCollege for Financial Planning®—a Kaplan Company

ABFP® Professional Designation Package Version 4

$1,375
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APMA
Designation ProgramCollege for Financial Planning®—a Kaplan Company

APMA® Professional Designation Package Version 13

$1,375
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AWMA
Designation ProgramCollege for Financial Planning®—a Kaplan Company

Accredited Wealth Management Advisor℠ - AWMA®

$1,375
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SE-AWMA
Designation ProgramCollege for Financial Planning®—a Kaplan Company

Sports & Entertainment Accredited Wealth Management Advisor SE-AWMA® Professional Designation Package Version 5

$1,375
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Shop Certificate Programs

Certificate programs that can help you upskill and increase your knowledge to better serve clients.
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CertificateCollege for Financial Planning®—a Kaplan Company

ETFs & Portfolio Construction Package

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CertificateCollege for Financial Planning®—a Kaplan Company

Financial Advising Accelerator Online Program

Explore Advanced Career Options and Certificate Programs

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CFP® Certification

CFP Board Registered Program & Exam Prep

CERTIFIED FINANCIAL PLANNER™ Certification Education and Exam Prep
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GRADUATE DEGREES

Master of Science Degree Programs

Choose MS in Personal Financial Planning or Financial Analysis
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Certificates

Certificate Programs

Online certificate programs can help you upskill and increase your financial advising knowledge to better serve your clients.
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Class Schedules for Professional Designation Programs

Live online classes for our professional designation & certificate programs are best for individuals who prefer a structured schedule of instructor-led classes to stay on track with completing the program.

Our live online professional designation & certificate classes are focused on specific financial skill sets and offer advantages only possible in a live learning community. Features such as interactive infographics, activities using whiteboards, real-time access to instructors and more help you participate in the learning process, enabling you to apply new skills more quickly into your client interactions.

Because our live online classes are structured-pace, classes begin at certain times of the year. Please view the class schedules for our financial designation programs below.

Live Online Class Schedules for Professional Designation & Certificate Programs

Sports & Entertainment Accredited Wealth Management AdvisorSM

10

5/12/26

7/16/26

Tuesdays & Thursdays

6:00 - 700 pm ET

Chartered Retirement Planning CounselorSM

8

9/1/2026

10/22/2026

Tuesdays & Thursdays

5:30 - 6:30 pm ET

Financial Paraplanner Qualified ProfessionalSM

12

8/19/2026

11/4/2026

Wednesdays

5:00 pm - 6:30 pm ET

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.  The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.