Welcome EdAssist Members

EdAssist Members will receive a 15% discount
for all courses and programs.

The College for Financial Planning is now a Kaplan Company
The College for Financial Planning has joined the Kaplan Professional family, bringing together the two most respected organizations in financial services education.

If you have questions on our programs or courses, please call 800.237.9990 Option 3. Be sure to identify yourself as an EdAssist Client Employee.

CFP® Certification

The CFP® Certification Education Program prepares advisors to sit for the CFP® exam and become a CERTIFIED FINANCIAL PLANNER, as well as fulfill the required ethics credits.

Wealth Management Designations

Earn professional designations like the LUTCF®, AAMS®, CRPC®, BFA, and more.

Graduate Programs

Continue your career advancement with a Masters degree in Personal Financial Planning or Finance.

Additional Resources from the College

Learn more about the College for Financial Planning and access resources such as the Survey of Trends in the Financial Planning Industry, the Annual Limits, the College’s yearly course calendar and more.

Financial Services Career Corner

Visit Kaplan Financial Education’s robust resource center for career information and tips if you are entering or working in the insurance, securities, and financial planning industries.