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Kaplan Financial Education
826 followers -
We build futures one success story at a time.
We build futures one success story at a time.

826 followers
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Kaplan's Joyce Schnur wrote a column for Financial Advisor Magazine on the immeasurable impact understanding behavioral finance can have in client retention for financial planners. Read it here:
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Is it necessary for financial advisors to collect designations? Learn how to be smart about differentiating yourself in the financial services market.
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Know someone looking for a new career? Share these 5 career change tips with them for a smooth transition.
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The Securities Industry Essentials (SIE) exam is coming in 2017. Find out how these changes will impact securities licensing.
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Insurance professionals need to have a basic understanding of money laundering because they are a common target for it. Learn possible signs of money laundering.
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Considering CFP® certification, but aren't sure it's right for you? Get a preview of our education program in this free eBook download.
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Interested in management training for your organization? Learn about the tangible and intangible benefits for your company.
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Studying for an insurance license exam? Get some exam prep tips in this video from Kaplan's Mary Orn and Julie Ramsey.
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Are you prepared to handle the changes to your business model as a result of the DOL fiduciary rule? Watch this free webinar to find out how to use the rule to your advantage.
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Do you have what it takes to make it as an insurance agent? Find out what 10 qualities successful insurance agents often share in this article.
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