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Wealth Management Learning Solutions
 
: Wealth Management Associate
: Wealth Management Specialist
: Financial Planner Candidate
Insurance Achievement Programs


Wealth Management Learning Solutions

What is it?
Kaplan University and Dearborn's solution integrates skill-based curriculums with learning management and program services to offer a single source for wealth management learning. This unique program empowers organizations to align their employees' skills and knowledge with the organization's strategic goal of creating a wealth management culture. Click on the pyramid below to learn more about the three different levels of our program.

Wealth Management Learning Solutions includes wealth management curriculum options for learners at all skill levels, live selling skills classes that teach how to apply the concepts in real-life situations, and learning management and program implementation services. Offer employees an excellent career path while creating a wealth management culture at every level.

Why Choose our Wealth Management Solution?

  • Leading content, faculty, and instructors
  • Offered in partnership with Kaplan University, an accredited educational institution
  • Blended programs offer an excellent learning experience
  • Excellent student support to help students focus on their learning goals
  • Earn continuing education credits
  • Quick return on your investment


To speak with a customer service representative about our Wealth Management Learning Solutions program, please call 1-888-694-3568.

Financial Planner Candidate Wealth Management Specialist Wealth Management Associate

 

1 Certified Financial Planner Board of Standards Inc. owns the marks CFP® in the U.S., CERTIFIED FINANCIAL PLANNER™, and Online Certified Financial Planning Courses - Certified Financial Planner in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. Kaplan University does not certify individuals to use the CFP® , CERTIFIED FINANCIAL PLANNER™ and Online Certified Financial Planning Courses - Certified Financial Planner certification marks. CFP certification is granted only by the Certified Financial Planner Board of Standards Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.

2 Dearborn Financial Services and Kaplan University are a review course provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards Inc. CFP Board does not endorse any review course or receive financial remuneration from review course providers.