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  2. Why College for Financial Planning® - a Kaplan Company? The College was founded in 1972 to formalize the financial planning profession via the CFP ® certification, which is now the nation’s premier financial planning credential.

  3. Boost Your Value in the Industry. Gain additional education and knowledge of all aspects of your customers' financial planning needs. 83% of CFP ® professionals say they have a competitive edge over other financial advisors. 1. Attract More Clients. 4 out of 5 consumers prefer an advisor who takes all areas of their financial life into account. 2.

  4. Kaplan Financial Education is the leading global provider of financial education and exam preparation materials. We've helped hundreds of thousands of individuals prepare for licensing exams, as well as for their careers. Get started with Kaplan now, or learn more about why our students trust us to push them to reach their educational goals.

  5. Achieve the highest distinction in the investment management profession. Described by The Economist as the “gold standard”, the CFA ® Program provides a broad range of practical portfolio management and advanced investment analysis skills that can lead to a wide range of career prospects, at any stage in your finance career.

    • Outline: Kaplan CFP Course Review
    • Kaplan CFP Prep Course Options
    • Kaplan CFP Coursework and Lesson Quality
    • The Kaplan CFP Mock Exam
    • Kaplan CFP Review Books
    • Digital Platform and User Experience
    • Supplemental CFP Study Resources
    • Content Access Period
    • Is There An Exam Pass Or Money Back Guarantee?
    • Does Kaplan Have A Mobile App?

    When it comes to preparing for the CFP exam, Kaplan offers two main prep courses– the Essentials Review Package and the Premium Review Package. The Essentials Review Packageis true to its name and offers just the basics. There are no live classes, on demand video lessons, mock exams or other bells and whistles. You get Kaplan’s set of seven prep bo...

    Given the scope and depth of the material tested on the CFP exam, any CFP prep course worth its salt needs to have an abundance of study resources and content. And after taking the Kaplan CFP live online course, I can confidently say that Kaplan delivers. Offering one of the most comprehensive curriculums in the CFP exam prep space, Kaplan provides...

    For Kaplan students who take the Premium Review Package, you will get access to a full-length mock exam. This online practice test takes a full 6 hours and includes multiple-choice questions, item sets, mini-cases and a comprehensive case. In other words, this mock exam replicates the real CFP exam. This is a huge benefit to CFP candidates who stud...

    One of the core components of the Kaplan CFP exam review course is the set of seven prep booksthat you get when you sign up. In fact, these books are the core of your study work if you take the Essentials Review Package. Luckily, these books are very well done. The seven titles include: 1. General Financial Planning Principles, Conduct, and Regulat...

    The Kaplan CFP student portal is on the whole, above average. It is not the sleekest user interface we have seen, nor is it the worse (not by a longshot). It serves its purpose with a clean and simple layout. All of your study tools are neatly located right on the dashboard. As is your study plan, which clearly directs you to what to study and link...

    In addition to the primary course materials, Kaplan also provides a nice set of supplemental resources. While not used every day in your studies, many of these resources offer some really valuable benefits from time to time. Some of these resources include: 1. Performance trackers 2. CFP exam podcasts 3. Email support through “InstructorLink” 4. We...

    When you sign up with Kaplan for any of their CFP prep courses, your content access is generally tied to your exam date. Your online content will cut off at the end of the month in which you sit for your exam. For example, if you take the March exam, your access will terminate on March 31 after sitting for the exam. This generally makes sense thoug...

    While Kaplan doesn’t offer a money-back pass guarantee, they do offer a “PassProtection” guarantee. This guarantee promises that if you take the Kaplan Premium Review Package and fail to pass the CFP exam, they will give you access to another Premium Review Package course free of charge. So while there is no monetary refund if you don’t pass, Kapla...

    Unfortunately, Kaplan does not offer a mobile app for its CFP exam review course. This is a little disappointing given they offer one for the CFAand FRM prep packages, but it’s far from a deal killer. To be honest, I don’t know that I would study for the CFP on my phone anyway, so this is kind of a minor loss. But whether this will matter to you de...

  6. Kaplan Financial helps thousands of financial professionals pass their CFA® exam. Flexible study options and portals are available to suit your personal needs.

  7. Kaplan Financial is one of the premier providers of professional qualifications and business training in the UK and Asia Pacific. Through the use of innovative educational tools that fit multiple learning styles, Kaplan helps professionals demonstrate proficiency in their fields by successfully preparing them for requisite designations and ...