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.
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