Increase Business Value by Offering Your Employees Advanced Designations Training

Give the financial professionals in your organization the competitive edge by choosing the industry leader in exam prep to help them in their pursuit of advanced professional designations. We satisfy your professional develpment objectives by designing and implementing tailor-made learning solutions that close any existing learning gaps unique to your organization.

Earning advanced designations, such as CFA®, CAIA®, FRM®, and CFA Investment Foundations™, equip your employees with specialized skills to help advance your business and facilitate their personal growth and long-term retention. Experience shows that employees who are properly and efficiently trained, certified, or licensed, as well as integrated into a company’s workflow and culture, will be more productive contributors. Come see the many ways that Kaplan Schweser can help your business thrive.

Corporate training programs include:

Information Sessions icon

Information Sessions

  • Hosted by a member from our team of experts
  • Introduces advanced designations and the benefits of pursuing
  • Highlights key actions to earn a designation
Instructor icon

In-House Training

  • Expert CFA instructors on-site
  • Options to meet your specific company needs
Online Study icon

Online and Self-Study Packages

  • World-renowned Schweser packages
  • Customized pricing solutions

Select high-demand designation training topics

Find an array of training opportunities and study materials for your team. Below is an overview of key learning for specific designations.

Globally recognized in the financial industry, this certification has intense focus on investment knowledge, analytical skill, and ethical standards. The CFA® charter is beneficial for the following positions:

  • Research, Investment, or Qualitative Analyst
  • Accountant
  • Auditor
  • Consultant
  • Credit Analyst
  • Risk Analyst/Manager
  • Portfolio Manager
  • Relationship/Account Manager

Globally recognized in the financial industry, this certification has intense focus on investment knowledge, analytical skill, and ethical standards. The CAIA® charter is beneficial for the following positions:

  • Alternative Investment Analyst
  • Asset Allocators
  • Risk Managers
  • Portfolio Managers
  • Traders
  • Advisors
  • Operations

The global standard for financial risk, the FRM proves skills at identifying, analyzing, and mitigating risk at a high level and adds value to firms in a number of specialized areas. The FRM® designation is beneficial for the following areas:

  • Risk Management
  • Audit
  • Regulatory Compliance
  • Treasury
  • Accounting and Control

This certification is designed for anyone looking to enter or advance in the investment management industry and covers the essentials of finance, ethics, and investment roles. There are no education or experience requirements needed for the CFA Institute Investment Foundations™ certificate program, so anyone from Human Resources to Operations to Marketing and Sales can benefit from the program.

Additional training opportunities and business solutions from Kaplan

Kaplan can also provide these extensive, supplemental learning programs to complement the training listed above:

  • Wealth Management
  • Insurance and Securities Licensing
  • Continuing Insurance Education and Professional Development
  • Leadership and Professional Development
  • Compliance