FINANCE
Financial Designations
Kaplan Schweser gives candidates the proven, personalized guidance they need to pass the CFA®, CAIA®, and FRM® exams. The education packages provide a learning experience that adapts to your schedule, measures your performance, and keeps you motivated throughout your preparation.
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.
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.
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.
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.
Ready to Pass Your Chartered Financial Analyst (CFA®) Exam?
Earning the CFA charter demonstrates your mastery of a broad range of practical portfolio management and advanced investment analysis skills. Although passing the CFA Program exam is a challenge, you will set yourself apart from the competition and open new doors in today’s global financial industry.
Become a Financial Risk Manager (FRM®)
By becoming a certified Financial Risk Manager, you earn the most respected certification for financial risk management and join an elite group of over 60,000 certified FRMs practicing worldwide.
Considering the Chartered Alternative Investment Analyst (CAIA®) Charter?
Alternative investments are front and center in the modern economy. Differentiate yourself by earning the only global credential in this burgeoning sector and become a Chartered Alternative Investment Analyst.
Get your ESG Certificate
Incorporate environmental, social, and governance (ESG) investing into your professional skillset by earning the Certificate in ESG Investing. Take the first step by preparing for the exam online with Schweser’s ESG Certification Course Package.
Financial Modeling Course
Move your career forward by learning how to create accurate and effective financial models of a company using Microsoft Excel. This online course teaches the fundamentals of model design, logic, construction, related financial concepts, and Excel functionality
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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, and Chartered Alternative Investment Analyst Association® 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).
Kaplan Schweser is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials, which are the building blocks of the exam. We are also required to update our materials every year and this is validated by CFA Institute.
Leader in CFA Prep: These are the findings of a quantitative survey conducted by Kaplan between June 30 and August 30, 2021. For this survey, a sample of 313 U.S. CFA Level I and Level II candidates was interviewed online. The survey was fielded to subscribers of 300Hours.com and AnalystForum.com.