certificate in financial planning

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Certificate in Financial Planning

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Page 1: Certificate in Financial Planning

Certificate in Financial Planning

Page 2: Certificate in Financial Planning

www.kaplan.edu/fp 1

Dear Future Financial Planning Professional:

Business is booming for financial planners!

With economic uncertainty and a volatile stock market, there has never been a greater need for qualified financial planners. To meet the surging demand fornew financial strategies, employers and clients will be looking for candidateswith experience, ethics, and, most of all, CFP® certification.1

After completing Kaplan University’s online Certificate in Financial Planningprogram, you will have the education that qualifies you to sit for the CFP® Certi-fication Examination. In fact, our first-time test takers for the CFP® CertificationExamination consistently achieve a success rate considerably higher than thenational norm.

Developed by today’s industry professionals and experienced educators, thisintensive CFP Board-Registered Program allows you to earn the credentials youneed to start building your financial planning career, without having to put yourlife on hold to do it.

To discover the educational opportunities available through Kaplan University’sonline Certificate in Financial Planning, read on.

Sincerely,

Keith Fevurly, CFP®, M.B.A., J.D., LL.M.Financial Planning Education Executive Director

1 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and 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 marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completingan educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.

A Message From The Financial Planning Director

Page 3: Certificate in Financial Planning

An InvestmentWith High ReturnsFinancial planners are sought-after in a myriad of industriesand are engaged in numerouspositions. Most are employedprimarily by securities and com-modities brokers, investmentservices firms, banks, and in-surance agencies. Companiesin a broad range of industriesincluding education, government,human resources, law, and realestate also seek financial planners.For those who desire indepen-dence, the U.S. Department ofLabor’s Bureau of Labor Statisticsestimates that a growing numberof financial planners in the UnitedStates are self-employed, enjoyingthe flexibility of owning theirown businesses and buildingtheir own client bases.

Not only will your Kaplan Uni-versity education help increaseyour earning power, employerswill also consider it a key indicatorof your knowledge and skills—proof that you, as a potentialemployee, have succeeded in arigorous, top-notch program.

The Value Of CFP® CertificationA financial planner’s credibility isbuilt on specific knowledge ofthe financial planning process,its principles, techniques, and

strategies. Within the financialplanning industry, CFP® cer-tification sets the standard forprofessional credibility, experience,and ethics.

CFP® certification commu-nicates professionalism andreinforces client trust. As a CFP®

certificant, your employmentopportunities will expand, yourportfolio of financial services willbroaden, and your career willadvance in new and profitabledirections. Whether you are newto the field or currently workingin a financial planning role, acquir-ing your CFP® certification willenrich your career and your salary.The proof is in the numbers:

• The Occupational OutlookHandbook (2004-5 edition)predicts “faster-than-average”employment growth for financialplanners, estimating anywherefrom 21 to 35 percent industrygrowth through the year 2012.

• With its high pay, increasedautonomy, and relatively lowstress, the Jobs Rated Almanac(6th edition, 2002) rankedfinancial planning in the topthree for “best jobs in the wholecountry.”

The CFP® certification youwill be working toward is awidely recognized testament toa financial planner’s credibility,competency, and training, andensures its holders higher fees,larger commissions, and morerapid salary increases.

For those who go on to obtaintheir CFP® certification, thefuture is bright:

• A vast majority of consumerssurveyed by Certified FinancialPlanner Board of Standards Inc.were aware of the differenceCFP® certification makes, andranked professional certificationamong the most importantqualities a financial plannercan have.

• With uncertainty surroundingthe future of Social Security,financial planning will becritical in the creation ofviable financial solutions foran aging population. In fact,according to the CertifiedFinancial Planner Board ofStandards Inc., more peopleare hiring financial plannersfor retirement strategies.

Earning CFP®

CertificationIn awarding the CFP® certifi-cation, CFP Board requires notonly education and a passingscore on the CFP® CertificationExamination, but also previouswork experience (which variesdepending on your level of edu-cational attainment, among otherfactors) and an agreement toadhere to their code of ethics andprofessional standards. They callthis the four E’s: education, exam-ination, experience, and ethics.

In order to be eligible to take theCFP® Certification Examination,a Kaplan University student mustachieve a passing score (70 percentor higher) on the final examina-tion in each of the online Certi-ficate in Financial Planningprogram’s six courses.

For details on CFP® certification,contact CFP Board at:

Certified Financial PlannerBoard of Standards, Inc.1670 Broadway, Suite 600Denver, CO 80202-4809Tel: 888-CFP-MARK (Toll Free)Fax: 303-860-7388Email: [email protected]

Raise Your ChancesFor Success Our first-time test takers for theCFP® Certification Examinationconsistently achieve a success ratesignificantly higher than thenational average. Our studentsbenefit from our proven resultswhen they sit for the CFP®

Certification Examination. Stu-dents gain a considerable ad-vantage by completing our onlineprogram that includes the OnlineReview Course and simulationof the CFP® CertificationExamination.

2 www.kaplan.edu/fp

This Is The First Step In YourFinancial Planning Career

Josh Ellis is an inde-pendent financial

advisor in Santa Barbara, California.He completed Kaplan University’sonline Certificate in Financial Planningprogram, in preparation to sit for theCFP® Certification Examination. “Theexam was tough, but all’s well thatends well,” Josh says. Josh passed theCFP® Certification Examinationafter finishing the program and theOnline Review Course (with the 300-question simulation of the CFP®

Certification Examination) to helphim prepare. He believes that hegained a distinct edge when it cameto answering the difficult investmentquestions because of additional semi-nars with instructor J. Alan Bennett.

After successfully passing the CFP®

Certification Examination, Josh exudesmore confidence when a client sitsdown in front of him. He sums uphis experience by saying: “It is veryrewarding.”

Josh EllisGraduateSanta Barbara, CA

Page 4: Certificate in Financial Planning

Graduate With A GuaranteeAt Kaplan University, we are com-mitted to helping our studentsaccomplish their goals, every stepof the way. For a limited time,Kaplan University guaranteesthat as a graduate of our onlineCertificate in Financial Planningprogram, you will have full accessto our academic services, faculty,and our Online Review Courseuntil you pass the CFP® Certifi-cation Examination.* Of course,neither Kaplan University norany other educational institutioncan guarantee that you will passthe CFP® Certification Examina-tion, but you can count on usfor help until you do.

To take advantage of the Guar-antee, students must submit theirauthorized Guarantee togetherwith their CFP® CertificationExamination results.* Offer subject to limitations set forth in the official

Guarantee.

DesignationUpon CompletionWhen you complete our onlineCertificate in Financial Planningprogram, not only will you beworking toward the covetedCFP® certification, you will alsosimultaneously earn the Interna-tional Association of RegisteredFinancial Consultants’ (IARFC)

prestigious designation, RegisteredFinancial Consultant (RFC).2

Demonstrating a profound confi-dence in the Kaplan Universitycurriculum, the IARFC has agreedto waive their usual four-yearwork experience requirement forall qualifying Kaplan Universitystudents.

To qualify for the RFC designa-tion upon program completion,a student must successfully com-plete Kaplan University’s academiccurriculum and receive passingscores on all quizzes and finalexams. Your Kaplan Universitycoursework serves as the requisiteeducational foundation, while thequizzes and final exams fulfill theIARFC’s examination requirement.2 RFC, Registered Financial Consultant, and are

certification marks granted to individuals who success-fully complete and maintain the seven qualificationrequirements of the International Association ofRegistered Financial Consultants, Inc.

For more information, call 866-527-5268 (Toll Free)and speak with an AdmissionsAdvisor. Or visit our websiteat www.kaplan.edu/fp.

Study At YourOwn PaceWe have tailored our program toprovide students with flexibilityand convenience without com-promising academic quality.There is no commuting to slowyou down and no on-campusobligations. Everything you need,from research and study resourcesto message board interaction, isavailable online and accessible24 hours a day, 7 days a week.

Online EducationFor The Real WorldThe online education modelenables our faculty to rapidlyadapt the financial planningprogram to shifts in financetrends and tax laws. With courseofferings that are continuallyupdated, Kaplan University’sonline Certificate in FinancialPlanning program addresses thecurrent thinking and on-the-jobchallenges in today’s financialservices industry.

Have The CareerYou Want You have read about the in-creasing demand for financialplanners, about the flexibilityof online education, and aboutour commitment to equip you with the comprehensiveeducation and prestigiouscredentials that you need tosucceed in today’s financialplanning industry. There is noreason to put off the educationthat would lead you to a high-paying job in the dynamicworld of financial planning.

www.kaplan.edu/fp 3

James A. Fitch Jr.CEO, Advance Bancorp, Inc.Lansing, IL

“As the CEO of a community bank, I’ve been providingfinancial planning services to both individuals and businessesfor some time now. I enrolled in Kaplan University’s onlineCertificate in Financial Planning program because I believethat CFP® certification is the crème de la crème of personaland small business financial advisor certifications.

Before committing to a financial planning program, I researched online providers extensively. I believe I made the right choice.”

Page 5: Certificate in Financial Planning

The Program: Kaplan University’s onlineCertificate in Financial Planningprogram consists of six courses.An Online Review Course witha simulation exam that preparesstudents for the CFP® Certifica-tion Examination. The programcombines traditional textbookreadings with online readingsand assignments. All quizzes andexams are administered onlinefrom your own PC (there is norequirement to attend proctoredtesting centers) and your resultsare returned instantly. If you areseeking a CFP Board-RegisteredProgram that offers the mostup-to-date curriculum, a proactive

student services division, and aflexible program of study thatcan be completed within 12 to18 months, then make KaplanUniversity your first choice today.

FP101:Fundamentals of PersonalFinancial Planning

This course introduces you tothe concepts and profession of personal financial planning.Topics in the course includethe financial planning process,regulation and licensing as aninvestment advisor, the economicenvironment, the time value ofmoney, and planning for special

situations such as a collegeeducation, the formation andoperation of a closely heldbusiness, and disability. Thecourse also previews wealthaccumulation, tax, retirement,and estate planning techniques.

FP102:Insurance and Employee Benefits

This course considers riskmanagement principles and the various types of insurancecoverage in the marketplacetoday. The second part of thecourse covers benefits madeavailable to employees by

employers—commonly referredto as employee or fringe benefits.Insurance topics include life,medical expense, and propertycasualty policies, as well aslong-term care and disability.Employee benefit topicsinclude group policies, deferredcompensation, equity basecompensation, and businessapplications of life insurance.

FP103:Investment Planning

In this course, investment vehiclesand strategies are discussed, asare the types and measures ofinvestment risk and return. Assetallocation principles are reviewed,modern portfolio managementtheory is described, and the im-portance of tax-efficient investingis considered.

FP104:Income Tax Planning

This course considers the federalincome taxation of individualsand other legal entities to the ex-tent that they relate to individuals.Topics covered include indivi-dual income tax calculations,deductions, the tax characteristicsof various business entities,trust and estate taxation, basisof property and cost recovery,property dispositions, passiveactivity losses, at-risk rules,miscellaneous taxes, interest on deficiencies and refunds,penalties, accounting methods,accounting periods, and taxmanagement techniques.

FP105:Planning for Retirement

This course deals with thesingle most important issuemillions of people will befacing in the years to come:affording to retire. It coversdetermination of the retirementsavings need and subsequentlyconsiders both government andemployer-sponsored methods

4 www.kaplan.edu/fp

Build Your Financial PlanningCareer: From FundamentalsTo Examination PrepKaplan University’s online Certificate in Financial Planning pro-gram gives you the opportunity to begin your career or enhanceyour current knowledge in financial planning. Whether you decideto enroll in the entire program or in a single course, this completelyonline self-paced program can be custom-fit to your schedulingneeds and professional goals.

Justin O’SullivanFinancial Planning Academic AdvisorKaplan University

“The online Certificate in Financial Planning programis self-paced, so students can conveniently fittheir studies into even the busiest of schedules.The Web field trips and interactions on the classmessage boards with faculty, Academic Advisors,and fellow classmates make learning interestingand fun in a supportive environment.”

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of providing for one’sretirement. Distributionoptions from corporate retire-ment plans are reviewed. Thesuitability of an investmentportfolio in ensuring acomfortable and profitableretirement is discussed.

FP106:Estate Planning

This course presents the chal-lenges of effective estate planningraised by tax code changes. Itbegins with a consideration ofthe estate planning process andthe documents of transfer. Thecourse then addresses the unifiedtransfer tax system and the cal-culation of an individual’s estatetax liability. Estate planningtechniques such as trusts, maritaland charitable deduction vehicles,and intra-family business andproperty transfers are thendiscussed. The course ends witha consideration of post-mortemtax planning.

For more information, call 866-527-5268 (Toll Free)and speak with an AdmissionsAdvisor. Or visit our websiteat www.kaplan.edu/fp.

CFP® CertificationExamination Prep Options Online Review Course

Kaplan University is part of thesame innovative educational net-work as Kaplan Test Prep andAdmissions, a nationally recog-nized company that has preparedstudents for standardized testsand professional licensing examsfor over 60 years. Kaplan Univer-sity serves this history well byadding the Online ReviewCourse to its online Certificatein Financial Planning program.This course serves as a compre-hensive review for the CFP®

Certification Examination.Through detailed topic outlines,interactive review questions, anda simulation of the CFP®

Certification Examination, theOnline Review Course preparesstudents for the rigors of the

exam. It is available at noadditional tuition charge forgraduates of the entire program.

Upon graduation from theonline Certificate in FinancialPlanning program, the OnlineReview Course can be completedin an additional six to eightweeks. Students should expectto devote approximately 15-20hours per week to complete theOnline Review Course, plus anadditional 10 hours to completethe simulation of the CFP®

Certification Examination.

The Online Review Course isdesigned for:

• Students who have completedKaplan University’s onlineCertificate in FinancialPlanning program (availableat no additional tuition chargefor graduates of the entireprogram).

• Graduates of CFP Board-Registered Programs otherthan Kaplan University’s

• Individuals who intend to chal-lenge the CFP® CertificationExamination. In order to chal-lenge, one or more of thefollowing designations must beearned: CPA, CFA®, CLU, ChFC,licensed attorney, DBA, orPh.D. in business or economics.

Live ReviewHosted in conjunction withDearborn Financial Services, theLive Review focuses specificallyon the CFP® CertificationExamination, giving studentsthe opportunity to:

• Review the 101-item topic listfrom the CFP® CertificationExamination

• Examine past exam case studies

• Analyze simulated testquestions

• Receive insight and advicefrom industry experts

Our Live Review and onlinesimulated exam completersconsistently achieve a pass ratewell above the national average.

The Live Review is optional.It is a site-based offering inde-pendent of the Kaplan Universityonline Certificate in FinancialPlanning program, and an ad-ditional fee will be charged. Aseparate agreement is requiredto register for Live Review.Formore details, go towww.kaplan.edu/livereview.

www.kaplan.edu/fp 5

• Changes in Fees: All tuition and fees are subject to change.

• Student Textbooks: Students are required to purchase textbooks made available at the Kaplan University Online Student Store.

• Payment Options: See Enrollment Agreement for more information.

• Transfer Policy: Students may apply for transfer credit in accordance with the Academic Transfer Policies.

1 The course registration fee is nonrefundable. Registration fee and tuition must be paid at the same time. Students who pay in full at time of registration for the Certificate in Financial Planning receive a $100 discount on their tuition.2 Before any student can be considered for reinstatement, all outstanding debts to Kaplan University must be paid in full.3 Applies to all program students who live abroad. This fee is nonrefundable.

Miscellaneous Fees:Reinstatement2 ………………$125.00 International Fee3 ……………175.00Returned Check Fee ……………25.00

Online Review Course:Tuition ………………………$625.00Available at no additional tuition charge for graduates of the entire program.

Individual Courses:Individual Courses …………………$525.00

Tuition and FeesTuition $3,150.00 (Includes a nonrefundable Registration Fee of $395.00)

1Effective 1/26/05

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Why Should YouChoose OnlineEducation?In a word: flexibility.

Online education is conve-nient, always accessible, andcan be tailored to fit your busyschedule. You can study in themiddle of the night or first thingin the morning. You can finishlessons at a pace that suits yourwork and home life. KaplanUniversity’s pioneering onlineeducation model uses superiortechnology and advanced online

delivery methods to providestudents with prompt supportand feedback. Research resources,study aids, and course materialsare available online, 24 hours aday, 7 days a week—and whenyou have questions or comments,our faculty and staff provideprompt feedback.

Why Is KaplanUniversity YourBest Option?Kaplan University is aboutbuilding futures, one success

story at a time. That is ourphilosophy, and it speaksvolumes. Kaplan University hasa long, esteemed tradition ofproviding quality education.We keep abreast of workplaceneeds in order to provideprograms with real-world valueand top-quality educationalservices.

Our practical, comprehensiveapproach is based on the mostinnovative teaching methodsavailable, enabling us to besthelp you build your future.

Who Is OurTypical Student?Kaplan University attracts adiverse body of intelligent,highly motivated students. Ourtypical students range in agefrom 25 to 55 years old. Most ofour students are working adults(many of whom are parents aswell) who pursue their KaplanUniversity education whilemaintaining a full- or part-timejob. What unites our studentbody is their desire to pursue oradvance a rewarding career in thedynamic world of financialplanning.

While many of KaplanUniversity’s online Certificatein Financial Planning studentscome from the worlds ofbusiness and finance, financialplanners are drawn from a widearray of professions. Self-employed attorneys, certifiedpublic accountants, insuranceagents, and real estate brokersoften seek to broaden the servicesthey can provide to their clientsby completing the educationalrequirements for CFP® certifi-cation at Kaplan University.

Are The ClassesInteractive? Yes, they are. Many KaplanUniversity students find thatonline class communication isboth livelier and more balancedthan that in a traditional class-room. One or two aggressivestudents never dominate onlinediscussions. On our classroommessage boards, everyone has achance to be heard.

6 www.kaplan.edu/fp

Why Enroll At Kaplan University?A Look At Our Strategy For Your Success

Kaplan University’s online Certificate in Financial Planning programis custom-designed for students who want to either begin or advancea career in financial planning. The CFP® certification that you willwork toward at Kaplan University is exactly what prospective employ-ers throughout the financial world are looking for: evidence of solidknowledge, experience, and skills. It all starts with education, andat Kaplan University you can learn according to your schedule—anytime, anywhere.

Michael L. Wilson, CFP®, M.B.A.InstructorKaplan University

“One of the great features of this program is itsflexibility. The course material is always onlinewaiting for you, so you can study and learn atyour own convenience and pace.”

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Does OnlineEducation WorkAs Well AsClassroomEducation?In our experience, it can workeven better. Beyond the uniqueflexibility and dynamic inter-action that online educationoffers, we monitor our students’progress at every step and providea number of original, Web-basedlearning opportunities. Hereare some of the highlights ofKaplan University online courses:

Online Quizzes —Quizzes are given at the end ofeach lesson so you can measureyour own progress.

Message Boards —Each course includes discussionand interaction between classmembers, academic advisor, andthe instructor on the messageboards.

Web Field Trips —Students take field trips to variouspertinent Internet sites andrecord their findings for laterreference.

How Much StudyTime Is Needed? The amount of time you needto commit will depend on youreducational needs, previous workexperience, motivation, studyhabits, and your professionaland personal schedule. Thoughstudents may complete the cours-es at their own pace, most studentscomplete the program in 12-18months. On average, studentscommit between 8 and 12 hoursweekly to the program.

Each of the six courses includedin Kaplan University’s onlineCertificate in Financial Plan-ning program is comprised of:

• 10 lessons• 10 quizzes• 1 final examination

Who Are KaplanUniversity’sInstructors?As a Kaplan University student,you will have access to an experi-enced, dedicated, and respectedfaculty. In addition to teaching,

many of our instructors arepracticing financial planningprofessionals with experience atpremier financial servicescompanies. Your financialplanning education will beenhanced with first-handinsight into changing trends inbusiness and finance.

Our distinguished faculty andBoard of Advisors have a combi-nation of impressive credentialsand experience in the financialservices industry.

You can learn more about theirbackgrounds and noteworthyaccomplishments in the specialinsert included in this brochure.

What AboutStudent Support?Enrolled students can contact aStudent Services representativeby phone, email, or through our“Live Student Services” link. OurStudent Services team is com-mitted to making sure youracademic experience runs assmoothly as possible. OurStudent Services Representativesare trained to answer any ques-

tions you may have pertaining toKaplan University programsand procedures.

We encourage students to takefull advantage of these supportoptions. At Kaplan University,we are here to help you everystep of the way.

What Are TheTechnologyRequirements?You will need your own computerwith access to the Internet. Thisprogram incorporates the use ofemail, message board postings, andnavigation of the Internet for Webfield trips, and Microsoft® Wordis recommended to keep ajournal. For the most currenttechnology requirements, visitwww.kaplan.edu/fprep/curriculum/online_classroom.asp.

Is KaplanUniversityAccredited?Yes, Kaplan University is region-ally accredited by The HigherLearning Commission of theNorth Central Association ofColleges and Schools (NCA).Kaplan University meets agreed-upon standards of quality forcolleges and universities nation-wide. For more information onthe NCA, contact them at:

30 North LaSalle StreetSuite 2400Chicago, IL 60602-2504Tel: 800-621-7440 (Toll Free)

www.kaplan.edu/fp 7

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If You NeedFinancialAssistanceThere are a variety of waysKaplan University can help youfinance your education.

Students can pay their tuitionin full using a personal check,money order, bank card, or creditcard. Alternatively, students canselect a 12-, 24-, or 36-monthpayment plan that requires onlya down payment (including anonrefundable registration fee)upon enrollment. This financingoption is only available to stu-dents enrolling in the full onlineCertificate in Financial Planningprogram; students enrolling inindividual courses must paytuition in full prior to beginningtheir coursework.

Kaplan University is committedto helping you design a plan bywhich you can afford to reachyour educational and profes-sional goals.

For more information aboutKaplan University and financialassistance, please call 866-527-5268 (Toll Free)and speak with one of ourAdmissions Advisors.

If You SeekEmployerReimbursementYour Kaplan Universityeducation will increase yourvalue in the workplace.Therefore, many employersreimburse, in full or in part,working students who acquireadvanced knowledge andtraining through KaplanUniversity. Talk to yoursupervisor or human resourcesdepartment to find out if youremployer has a tuitionreimbursement plan that willpay to further your education.

8 www.kaplan.edu/fp

Serving StudentsAt Kaplan University, we are determined to help you obtain theeducation necessary for your professional success in a way that isaccessible, affordable, and appropriate to your lifestyle, learningstyle, and personal commitments. Toward this end, we have designedthis program to ensure that no qualified, committed student willbe denied the opportunity to learn.

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If You Are AnInternationalStudentProspective international studentsare encouraged to apply to Kap-lan University. No relocation isnecessary: If you have a computerand access to the Internet, thenyou can enroll as a Kaplan Uni-versity student. You will be ableto take part in online discussionsand submit exams for grading, allfrom your computer. No aspect

of the Kaplan University programwill be denied to you simplybecause you live outside of theUnited States. For more infor-mation on how Kaplan Universitymeets the needs of internationalstudents, please email the Officeof Admissions at [email protected] call 561-981-7300.

If You Are AMember Of The Military Kaplan University encouragesmembers of the U.S. armedforces and veterans to apply.Our online Certificate inFinancial Planning program is DANTES-affiliated (DefenseActivity for Non-TraditionalEducation Support). DANTESauthorizes military tuitionassistance.

You can pursue a financialplanning career even if you areon active duty. You will findthat learning online will suitthe demands of your militarycareer. Study at your ownpace—anytime, anywhere—and take advantage of theflexibility of online educationat Kaplan University.

Forging PartnershipsTo Prospective Corporate Partners:At Kaplan University, we believe in the deep and enduring value ofhigher education. Not only have our programs improved the lives ofour students, they have also been the foundation of an enormouslysuccessful educational enterprise. Join with the distinguished groupof educational, corporate, and professional association partners whoare working with Kaplan University today.

To find out how you can become a partner, call 561-226-3763 and ask for the Officeof Educational Partnerships.

Help fulfill your employees’ desire to complete an online Certificate in Financial Planning pro-gram. Kaplan University will work with you to package courses that will increase the workplacevalue of your employees by providing them with up-to-date financial planning knowledge andskill development. Your employees’ advanced education will benefit you as much as it benefitsthem. By taking proactive steps to further your employees’ education, you set the foundationfor increased employee dedication and mutually beneficial, long-term work relationships.

Corporate PartnersKaplan University has helped some of the world’s leading companies achieve their training andeducational goals. Some of our corporate partners include:

www.kaplan.edu/fp 9

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10 www.kaplan.edu/fp

Apply Now! Your Financial Planning Career Starts Here

Applying is easy.Here are the simple steps:

Please note: All applicants must be high school graduates orpossess a General Education Development (GED) certificate.

1. If you have not done so already, please complete the online Self-Assessment form at www.kaplan.edu/fpassessment.

2. Complete the Online Exam. Success on this exam is indicative of your potential for success in the program as a whole.

3. An Admissions Advisor will call you to schedule a personal qualifications interview.

4. Upon acceptance into the program, an Admissions Advisor will assist you with completing the Enrollment Agreement and payment options.

A Kaplan University Admissions Advisor is available to help you with the applicationprocess or to answer any questions you might have. To speak with an AdmissionsAdvisor, call 866-527-5268 (Toll Free).

Or go to www.kaplan.edu/fpassessment and click on “Live Help.”

Kaplan University Admissions:6409 Congress AvenueBoca Raton, FL 33487Email: [email protected]: www.kaplan.edu/fp Tel: 866-527-5268 (Toll Free) Tel: 561-981-7300 (International)

Linda LeeDirector of AdmissionsKaplan UniversitySchool of Continuingand Professional Studies

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www.kaplan.edu/fp 11

A History Of Success Kaplan University has a longand distinguished history asboth an academic pioneer anda career-maker. We have builton this history to become oneof the world’s finest providers ofonline education. Our credentialsspeak for themselves—a testamentto our commitment to you, theKaplan University student.

Deep Roots InHigher Education Founded in 1937 as the Amer-ican Institute of Commerce,Kaplan University has a morethan 65-year history of preparingadults for rewarding careers.Based on the successful modelof our origins, Kaplan Univer-sity’s online education programsemphasize real-world knowledgeand skill development. Now, asalways, we are committed tohelping students develop theskills and techniques they willneed to take control of theirprofessional destinies.

NCA Accredited Kaplan University is accredited by The Higher Learning Com-mission of the North CentralAssociation of Colleges andSchools (NCA). The NCA is partof a national system of qualityassurance for American highereducation. As a member of theNCA, Kaplan University meetsagreed-upon standards of qualityfor colleges and universitiesnationwide. For more infor-mation on the NCA, contactthem at:

30 North LaSalle StreetSuite 2400Chicago, IL 60602-2504Tel: 800-621-7440 (Toll Free)

Kaplan HigherEducation Kaplan Higher Education is agroup of more than 65 campus-based and online institutionsoffering both undergraduate andgraduate degrees. The followingschools provide online programs:

• Kaplan University offers anarray of online certificate, under-graduate, and graduate degreeprograms in business, infor-mation technology, financialplanning, life care planning,case management, legal nurseconsulting, forensic nursing,criminal justice, education,nursing, and paralegal studies.

• Concord Law School offersJuris Doctor and ExecutiveJ.D.SM degree programs. Asthe nation’s premier onlinelaw school, Concord currentlyserves over 1,700 students andis accredited by the DistanceEducation and TrainingCouncil (DETC).

A Division OfKaplan, Inc. Kaplan University is owned byKaplan Higher EducationCorporation, a wholly ownedsubsidiary of Kaplan, Inc. Forover 60 years, Kaplan, Inc. hasbeen one of the nation’s premierproviders of educational andcareer services for individuals,schools, and businesses.

A Proud MemberOf The WashingtonPost Family Kaplan, Inc. is a wholly ownedsubsidiary of The WashingtonPost Company, a diversifiedmedia and education organi-zation whose principal operationsinclude: newspaper and magazinepublishing, including TheWashington Post and Newsweek;broadcasting at six network-affiliated VHF television stations;and Cable One television systems.

Our Credentials

Undergraduate and Graduate DegreesAvailable Online at Kaplan University in:

Arts and Sciences Information TechnologyBusiness NursingCriminal Justice Paralegal StudiesEducation

www.kaplan.edu

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12 www.kaplan.edu/fp

Concord Law School: Earn Your Law Degree OnlineMany people enter the world of financial plan-ning via the world of law, seeking to expand theirclient bases by broadening their knowledge, skills,and body of services. Likewise, students andprofessionals in business and finance careers whoobtain formal legal training open themselves upto tremendous opportunities for advancementand increased earnings in thousands of law-basedcareer environments.

Kaplan University does not prepare studentsfor the bar or confer a law degree, but ConcordLaw School, a distinguished member of theKaplan Higher Education consortium of schools,offers a four-year Juris Doctor program, whichprepares students to sit for the California BarExamination, as well as a three-year, nonbar-track Executive J.D.SM program. Concord LawSchool is accredited by the Distance Educationand Training Council (DETC). Its rigorous onlinecurriculum is designed and delivered by a team ofprofessors assembled from among the nation’stop law schools. As the premier provider of onlinelegal education, Concord Law School has receivedhigh praise from both industry and popularpublications (including American Lawyer andmany more) for helping dedicated studentsachieve their academic and career goals.

For more information about Concord LawSchool, call 800-439-4794 (Toll Free).Or visit www.concordlawschool.edu.

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www.kaplan.edu/fp

Online Support Centers:6301 Kaplan University AvenueFort Lauderdale, FL 33309Tel: 866-527-5268 (Toll Free)Tel: 561-981-7300 (International)Fax: 561-988-5559Email: [email protected]: www.kaplan.edu/fp

550 West Van Buren, 7th FloorChicago, IL 60607Tel: 312-777-6100Fax: 312-777-6512

Financial Planning Education:400 East 84th Avenue, Suite 200Thornton, CO 80229-5326

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