Kaplan Financial Education

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4 Courses Offered

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Leading provider of financial education and exam prep products: Securities Licensing, Insurance Licensing and Continuing Education, CFP(R) certification.

  • San Diego Branch

    9055 Balboa Ave, San Diego

Courses offered by Kaplan Financial Education


ILITs And Estate Planning, 3rd Edition (CFP)

This course analyzes the difference between a probate estate and a federal gross estate, the methods of paying final estate taxes, the important elements of a trust, the reasons for purchasing life insurance to pay estate settlement costs.

by Kaplan Financial Education

Financial Planning Process

This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.

by Kaplan Financial Education

Anti-Money Laundering Training for Insurance Professionals (Clear Cert Approved)

This course contains the recommended core elements of an AML program for life insurance companies, as well as directions on how to integrate insurance agents and brokers into the insurance company's AML program, including those associated with independent agencies.

by Kaplan Financial Education

Insurance Licensing Exam Prep

Earn your insurance license faster by preparing with online exam-focused prelicensing and exam prep study solutions.

by Kaplan Financial Education

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