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University Program Course Format |
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Programs are available in 9- and 12-month curriculums and cover the following areas:
- Fundamentals
- Insurance
- Investments
- Income Tax
- Retirement
- Estates
- Comprehensive Case Studies and Capstone Course
To learn more about our partnership program, please email us at:
PartnerUniversities@kaplan.com
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Kaplan Schweser has partnered with leading universities across the country to offer executive level, CFP Board Registered courses in
financial planning. This program benefits both experienced professionals seeking to advance their careers and those entering the field for the
first time.
For more information about a university's program, please contact the university about its program details.
Classes Are Available At These Universities

Bellarmine University Louisville, KY
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Belmont University Nashville, TN
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Christian Brothers University Memphis, TN
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Colorado State University Denver, CO
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Duke University Durham, NC
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Duquesne University Pittsburgh, PA
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Georgetown University Washington, DC
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Loyola Marymount University Los Angeles, CA
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San Francisco State University San Francisco, CA
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Temple University Philadelphia, PA
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University of New Mexico Albuquerque, NM
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University of Portland Portland, OR
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University of St. Thomas Minneapolis, MN
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Xavier University Cincinnati, OH
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Study Solutions
Essential Review Study Solution
The ideal complement to your required course readings. Kaplan Schweser's Essential Review Study Solution provides further examples,
illustrations, rationales, test tips, and student support. This product includes:
- Direct email access to an instructor
- An online customizable question bank with more than 5,000 questions
- A comprehensive online mock exam
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Textbooks
Understanding Your Financial Calculator
Designed to assist you in gaining proficiency in using and understanding your financial calculator. In addition to helping master the keystrokes for
the financial calculator, it also can assist students with the underlying financial theory problems on the exam. Being familiar with the financial
calculations is critical because mastering these problems is an important step to passing the exam.
All calculations are presented step by step, showing keystrokes and displays for five of the most popular financial calculators: the HP-17bII,
HP-12c, HP-10bII, TI-BAII PLUS, and Sharp EL-733A.
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| No Products Currently Available for this Exam Track |
Personal Financial Planning Series: Theory and Practice
Covers the fundamentals of financial planning, offering an in-depth understanding of personal financial planning from a professional perspective.
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Price |
Buy |
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KS - Theory and Practice (6th Ed.) |
$99.00 (371.29 SAR)** |
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Personal Financial Planning Series: Cases and Applications
Offers 14 comprehensive financial planning cases including exhibits and documents with more than 540 questions designed to help the student
integrate the six major areas of personal financial planning.
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| No Products Currently Available for this Exam Track |
Kaplan Schweser Review for the CFP® Exam
Study guides that contain outlines, test tips, problems and solutions, and 16 cases and 40 item sets for each of the six tested areas of the
CFP® Certification Examination.
- Volume 1: Fundamentals
- Volume 2: Insurance Planning
- Volume 3: Investments
- Volume 4: Income Tax Planning
- Volume 5: Retirement Planning
- Volume 6: Estate Planning
- Volume 7: Case Book ($119.00)
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Price |
Buy |
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Volume 1: Fundamentals |
$69.00 (258.78 SAR)** |
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Volume 2: Insurance Planning & EE Benefits |
$69.00 (258.78 SAR)** |
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Volume 3: Investments |
$69.00 (258.78 SAR)** |
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Volume 4: Income Tax Planning |
$69.00 (258.78 SAR)** |
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Volume 5: Retirement Planning |
$69.00 (258.78 SAR)** |
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Volume 6: Estate Planning |
$69.00 (258.78 SAR)** |
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Flashcards
- More than 1,000 flashcards organized by the six exam topic areas
- Great for building memory and understanding
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Online Assets
MP3 Audio Review
A superior review tool composed of six topics which help in the retention of key concepts and essential knowledge by reinforcing the most testable
topics. Downloadable to your MP3 player or available as streaming clips from the website.
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SchweserPro™ Education QBank
- Drill and practice with more than 1,400 online questions to help you prepare for the exam.
- Customize practice exams using the topics and number of questions you select.
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Price |
Buy |
| No Products Currently Available for this Exam Track |