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Wealth Management

Boost Your Practice By Earning Industry-Recognized Credentials

College for Financial Planning®—a Kaplan Company empower advisors for their current career stages while earning credit toward their next credential.

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CFP® Certification

Since the time we introduced the CERTIFIED FINANCIAL PLANNER™ certification — the nation’s most recognized financial planning credential — the College for Financial Planning®—a Kaplan Company has helped thousands of students earn and maintain their CFP® certification through our CFP Board registered education program, exam prep review and continuing education programs.

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Professional Designations

Developed for every stage of your career, professional designation programs can help you get started in the financial services industry or advance your career by building expertise in a specific discipline such as retirement planning, ESG investing, behavioral finance and more.

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Graduate Programs

Our online master’s degree programs in personal financial planning or financial analysis give you the flexibility to achieve your next education goals. As you pursue a master's degree, you'll gain deep knowledge to sit for the CFP®, CFA, or CAIA exam.

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Continuing Education

Maintain your CFP® certification or professional designation with online continuing education courses.