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Finance Certification Prep

Earn Your Credentials with Confidence

Kaplan offers a comprehensive range of financial credentials and licensure programs. Intuitive, easy-to-use education solutions help you advance your career while managing a busy life.

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Financial Designations

Kaplan Schweser gives candidates the proven, personalized guidance they need to pass the CFA, CAIA, FRM, and FDP exams. The education packages provide a learning experience that adapts to your schedule, measures your performance, and keeps you motivated throughout your preparation.

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Insurance

Obtaining your license is an essential first step to becoming an insurance agent. Kaplan can help you determine where to start and how to ensure you pass and maintain your state's licensing exam.

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Securities

Pass your FINRA or NASAA qualification exam with Kaplan's exam-focused study solutions. Our live online, OnDemand, and self-study securities licensing solutions provide a safe and convenient learning environment.

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Wealth Management

Gain the knowledge, skills, and credentials to succeed at every stage of your financial planning career. At the industry-leading College for Financial Planning®—a Kaplan Company, you can pursue a professional designation, complete your CFP® certification education, or earn a master’s degree 100% online, on your schedule.

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Continuing & Professional Education

Satisfy Insurance, IAR, CFP® Certification, and Accounting continuing education requirements. Stay current on ever-evolving rules, regulations, and business trends with our dynamic libraries featuring hundreds of innovative courses. Kaplan offers a variety of CPE packages, libraries, conferences, and webinars geared to fit the needs of any accounting, tax, or financial professional.

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FDP® Exam Prep OnDemand Review Course

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Schweser. CFA Institute, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.

CAIAA does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser, nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to Kaplan Schweser, nor is CAIAA responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser. CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, Chartered Alternative Investment Analyst Association®, FDP®, FDPI®, and Financial Data Professional Institute® are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., of Amherst, Massachusetts, and are used by permission.

GARP® does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser of FRM®-related information, nor does it endorse any pass rates claimed by the provider. Further, GARP® is not responsible for any fees or costs paid by the user to Kaplan Schweser, nor is GARP® responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser. FRM®, GARP®, and Global Association of Risk Professionals™ are trademarks owned by the Global Association of Risk Professionals, Inc.

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 logo) 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.

Kaplan Schweser exam preparation products are not available to residents of countries or regions subject to technology or economic and/or trade sanctions by the Office of Foreign Assets (OFAC) or other authorities including Cuba, Iran, North Korea, Syria, or Ukraine (Crimea Region).