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Customized Corporate Learning Solutions From Kaplan Schweser

Increase Business Value by Offering Your Employees Financial Designations Training

Give the financial professionals in your organization a competitive advantage by helping them pursue professional financial designations. As the industry leader in exam prep, Schweser can ensure your organization satisfies professional development objectives by designing and implementing tailor-made learning solutions. Close any existing learning gaps in your organization and invest in the future of your greatest asset—your people.

Earning financial designations equips your employees with specialized skills to advance your business and facilitate their personal growth. In addition, credentialed employees increase the value and prestige of your organization while improving long-term retention. Experience shows that employees who are properly trained, certified, or licensed will be more productive contributors to your organization. Discover the many ways Kaplan Schweser can help your employees, and your business, thrive.

Corporate Training Programs Include the Following:

Information Sessions

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

In-House Training

  • Expert Schweser instructors onsite
  • Reduced time away from the office
  • Customized to meet your specific company needs

Online and Self-Study Packages

  • World-renowned Schweser study packages
  • Convenience of studying anywhere, anytime
  • Customized pricing solutions

Select High-Demand Designation Training Topics

We work with you to align your organizational goals with your learning investment. Below is an overview of specific financial designations and how each can benefit your employees.

CFA Institute Logo

Globally recognized in the financial industry, this designation 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

CAIA Association Logo


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

Garp Logo


The global standard for financial risk, earning the FRM designation 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

Financial Data Professional Institute Logo


The FDP® charter is a globally recognized credential for financial professionals who manage, analyze, translate, or distribute data in finance. Increases your organization's productivity and profitability by providing employees, from front office to back, with the world class training and education required to meet the accelerating needs of digital transformation in the finance industry. 

CFA Institute Investment Foundations Logo


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.

Why Choose Schweser?

Our partners can be confident that Schweser will go above and beyond to implement customizable financial designation programs for your employees. Every organization is different, and we want to find the solution that works best for you.

We work collaboratively to identify opportunities and learning gaps in your employees and develop learning outcomes that directly align. Armed with the right solution, your organization can positively impact onboarding, retention, and development of your employees.

For over 30 years, professionals have chosen Schweser more than any other exam prep provider to help them attain their financial designations. And 97% of Schweser students would confidently recommend Schweser to future candidates.