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Series 7

General Securities Representative Exam

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Series 24

General Securities Principal Exam

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Series 63

Uniform Securities State Law Exam

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Series 65

NASAA Investment Advisors Law Exam

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Series 66

NASAA Uniform Combined State Law Exam

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Other Series

Kaplan Financial Education offers a variety of series licensing exam prep study packages and tools tailored to fit your learning style and schedule.

Accountancy & Tax

With our flexible, multi-award winning AAT courses, students learn practical skills to prime them for the workplace, from basic finance administration skills, preparing final accounts, through to complex management accounting tasks.

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ACA

As the leading provider for the ICAEW's qualification, we have the largest and most experienced ACA tutorial team in the UK

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ACCA

With over 12,500 ACCA students each year, we are the leading provider of ACCA training in the UK and official publisher for ACCA materials. Our exam focused approach continues to generate great results with trainees consistently achieving up to 30%* higher pass rates than the worldwide average.

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CIPFA

CIPFA's Professional Qualification (PQ) is the most robust and relevant accountancy qualification for those working in the public services in the UK. Maximize time away from the office with our innovative Live Online courses.

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ATT

Our innovative ATT courses blend tutor led and workshop sessions to provide students with an interactive learning experience. Our workshop sessions afford students the opportunity to apply their skills to exam style scenarios earlier on in the course, building exam confidence well in advance of the revision stage.

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CTA

Kaplan's CTA courses mix tutor led sessions, recorded material and self managed learning to provide maximum flexibility to our students. With extensive classroom and Live Online options available, we also offer our students a wealth of choice when it comes to study channels.

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Accounting Continuing Education

Kaplan Financial Education, formerly SmartPros and the Loscalzo Institute, is a global partner of Fortune 500 companies, CPA firms, industry associations, and state societies. We use our 35+ years of industry experience to consult with every partner and develop a strategy that works.

Wealth Management

Wealth Management Specialist

Learn the most critical base concepts in wealth management.

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Email 800.717.3650

CFP^® Certification - Professional Education Program

Boost your value in the industry with the most recognized designation in financial planning. Choose from our live online class with archived sessions, pre-recorded OnDemand lectures, or a self-study format to complete your required education.

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CFP^® Certification - Certificate-Level Education Program

Boost your value in the industry with the most recognized designation in financial planning. Choose from our live online class with archived sessions, pre-recorded OnDemand lectures, or a self-study format to complete your required education.

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Email 866.963.8329

Chartered SRI Counselor™

A unique program that provides a blend of foundational knowledge and scenario learning to work with sustainable, responsible and impact (SRI) investments for a variety of clients.

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Financial Paraplanner Qualified Professional^SM

Gain basic, practical knowledge of the financial planning process.

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Life Underwriter Training Council Fellow^SM

Master concepts such as prospecting, selling, and client advising through this NAIFA-partner program.

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Chartered Retirement Plans Specialist^SM

Recommend implementation techniques that can be executed into well-structured, company-appropriate retirement plans.

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Chartered Retirement Planning Counselor^SM

Define a “roadmap to retirement” and focus on your clients’ pre- and post-retirement needs.

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Chartered Mutual Fund Counselor^SM

The only industry-recognized mutual funds designation.

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Accredited Wealth Management Advisor^SM

Gain the confidence to optimize clients’ investments and achieve their goals while minimizing investment volatility.

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Accredited Portfolio Management Advisor^SM

Designed to educate advisors on the finer points of portfolio creation, augmentation, and maintenance.

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Accredited Asset Management Specialist^SM

Learn to make recommendations based on all aspects of a client’s total financial picture.

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Masters Programs

Pursue a Master of Science in Finance or Personal Financial Planning through College for Financial Planning, a Kaplan Company, and expand your financial expertise beyond typical licensure and credentials.

Other Designations

Pursue a variety of financial credentials like the LUTCF, CRPC, and APMA with College for Financial Planning, a Kaplan Company.

Real Estate Education

Licensing

Choose from a variety of learning options to earn your real estate license with Kaplan Real Estate Education. State-approved live classroom, online courses, and home study options are available.

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Continuing Education

Maintain your real estate license with Kaplan Real Estate Education’s state-approved continuing education courses. Required education and elective options available for both agents and brokers.

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Appraisal Licensing & CE

Whether you’re just starting your appraisal career or are looking to upgrade to the next level, Kaplan Real Estate Education as the education you need. Then renew your license with CE courses with both live classroom and online options.

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Home Inspection

After completing one of Kaplan’s multi-day classroom or online Home Inspection licensing and training programs, you’ll be on track for a successful career.

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Contracting Education

Kaplan Real Estate Education gives you the knowledge, skills, and confidence you need to pass your Contractor licensing exam. Exam prep and continuing education courses are taught be expert instructors with years of industry experience.

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