Kaplan Financial Education

We are proud to serve you as the professionals and educators of tomorrow as we honor and remember Martin Luther King Jr. We hope you have a safe and restful long weekend.

So, you’ve earned—or are about earn—a bachelor’s or master’s degree in finance or a related field, and you’ve decided to sell securities. Or, you’ve decided to add securities to your financial services or insurance repertoire. Now that you have charted your path, the next step is earning the licenses you need to practice your profession. Here's the step by step process. Head here https://bit.ly/3yNWKlY to learn more and save 15% on our programs!

What's your take on this week's Series 7 practice question? Share your answer below! bit.ly/3WbeLTI #Series7prep

Join us for our webinar on January 23rd, Direct Index Investing Demystified Financial advisors can gain insights into these topics: - How direct index investing operates - How its performance measures up to more traditional investment styles (including costs to the investor) - Its tax efficiency, advantages, and potential drawbacks Register here: https://bit.ly/3VNPluV

We are excited to share that our ETFs & Portfolio Construction Certificate Program is now available! ETF assets continue to grow exponentially around the globe, with total assets under management for ETFs and other exchange-traded products (ETPs) growing from $140 billion in 2010 to $11.5 trillion in 2023.* The ETFs & Portfolio Construction certificate program provides financial advisors with the right tools, education, and resources to have better conversations about exchange-traded funds (ETFs) with their clients. This online program provides an understanding of ETFs and how they can be used to develop a broad range of diversified investment portfolios that help meet client needs. Learn more about the program here: https://bit.ly/3Wisg43

Level up your career in 2025 with our exclusive offer! Save 15% on Insurance Licensing (INS), Insurance Continuing Education (ICE), Securities Licensing (SEC), IAR CE, and Accountancy CPE. Don't miss out on this opportunity for career advancement with promo code STARTNOW. https://bit.ly/3Eb6Gba

Check out this week's Series 65 practice question! Drop your answer in the comments below. bit.ly/4fIiEpT QuizTime

Level up your career in 2025 with our exclusive offer! Save 15% on Insurance Licensing (INS), Insurance Continuing Education (ICE), Securities Licensing (SEC), IAR CE, and Accountancy CPE. Don't miss out on this opportunity for career advancement with promo code STARTNOW. https://bit.ly/3BmMXj7

"We are incredibly excited to join the CFA Institute University Affiliation Program. Our Master of Science in Financial Analysis curriculum is designed to develop students' skills for success as financial analysis professionals, and we are proud that our program is recognized for covering at least 70 percent of the Candidate Body of Knowledge defined for CFA Program examinations,” shares Dirk Pantone, CPA, CFP®, President of The College for Financial Planning®—a Kaplan Company. Read more about The College for Financial Planning®—a Kaplan Company joining the CFA Institute University Affiliation Program here: https://bwnews.pr/4jm1u4G

Financial analysts are important jobs in the world of finance, responsible for evaluating economic trends, assessing the financial health of companies, and providing valuable insights to guide investment decisions. To succeed in this competitive field, aspiring financial analysts must possess a strong foundation of technical skills and soft skills. A great career advancer is to consider the Master of Science Degree in Financial Analysis with us. Swipe for this quick read of skills required, and head here to dive deeper: https://bit.ly/4gnSJoK