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Kaplan Financial Education is part of Kaplan University School of Professional and Continuing Education, based in La Crosse, Wisconsin. Kaplan Financial Education is a consortium of numerous financial services training and publishing companies providing insurance and securities licensing exam preparation , along with continuing education .
Kaplan Professional, which delivers financial services education and professional development courses; Kaplan Business School, which delivers higher education programs in business, accounting, hospitality, and tourism and management; English language training schools across five locations in Australia and one in New Zealand
Kaplan Financial prepares students for professional accountancy and tax exams including the AAT, ACA, ACCA, and CIMA, and investment qualifications such as CFA, CAIA, FRM, IAQ, [specify] IMC and SII. Kaplan Financial also offers a range of postgraduate courses including MBA , MA and MSc, as well as management and personnel qualifications.
The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the United States.
The Chartered Financial Consultant (ChFC) is the "advanced financial planning" designation awarded by The American College of Financial Services. To secure the designation, applicants must have three years of full-time business experience within the preceding five years and must complete nine college-level courses; the award is also contingent ...
An adviser can either choose to study these individually or in succession as part of the Diploma of Financial Services (Financial Planning). Whichever the adviser chooses to do they must ensure that they are RG 146 compliant for the knowledge area they specialise in.
The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
The Institut québécois de planification financière (Quebec Financial Planning Institute) (IQPF) is the only organization in Quebec authorized to award the diploma of "financial planner". The IQPF establishes the rules relating to basic training to gain access to the title of Financial Planner.
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