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Successful Teams Rely on
Kaplan Schweser

Kaplan Schweser seamlessly delivers financial education and support services that generate results and accelerate success for employees, teams, and firms

30+

Years as a global leader in financial exam prep

200+

Financial services
organizations
rely on
Kaplan Schweser

500K+

Customers
serviced by
Kaplan Schweser

92%

Customers
Recommend
Kaplan Schweser



Why Customers Are Choosing Kaplan Schweser

Improved Success

Organizations that leverage Kaplan Schweser’s proven learning programs achieve improved candidate success, providing a quicker return on your investment in the professional development of your employees.

Simplify Learning Management

As an expert in financial exam preparation with an unparalleled set of service capabilities, you can rely on us to solve your learning program management challenges, while keeping you abreast of changes to designation programs that impact you.

Greater Insights

Kaplan Schweser helps you drive your success by providing access to detailed analytics that measure and track the progress and performance of your team members.

Why Do Organizations Turn to Kaplan Schweser?

  1. To provide a competitive advantage by offering the highest-quality financial education available to employees

  2. To develop employees into highly skilled professionals with top credentials

  3. To stay current with the ever-changing programs and requirements in the financial certification industry

  4. To maximize employee and firm productivity, value, and growth

  5. To keep employee job roles relevant and retain top talent

  6. To track and measure the effectiveness of their financial education solutions

  7. To deliver education programs that can be customized while maintaining the agility to adapt as needed

  8. To provide end-to-end education program management services

What Our Customers Are Saying

Jan

“Thank you once again for all your support and guidance; the wonderful team at Schweser, alongside the books/practice exams/QBank all complement each other to provide the perfect study companion. I would recommend Schweser to every future CFA®candidate going forward.”

Philip

“我也不会been able to pass Levels II and III were it not for your talented staff and thorough program materials. I found the videos, calendar, QBank, and the practice exams all essential in my preparation. You also did a great job laying out the unique challenges of Level III and the different mindset required to pass it. I ended up passing all the exams of both the CFA®and FRM®programs on the first shot."

Craig

“Many thanks for all of your help over the last three years. I genuinely wouldn’t have passed all three levels, let alone the first time, if it wasn’t for the whole team at Kaplan Schweser. Thank you also to all the support staff and everyone else in the organization. The service levels, support, and administration are always first rate, and I couldn’t speak highly enough of you. You’re a great company.”

Jan

“Thank you once again for all your support and guidance; the wonderful team at Schweser, alongside the books/practice exams/QBank all complement each other to provide the perfect study companion. I would recommend Schweser to every future CFA®candidate going forward.”

Philip

“我也不会been able to pass Levels II and III were it not for your talented staff and thorough program materials. I found the videos, calendar, QBank, and the practice exams all essential in my preparation. You also did a great job laying out the unique challenges of Level III and the different mindset required to pass it. I ended up passing all the exams of both the CFA®and FRM®programs on the first shot."

Explore Our Corporate Learning Programs

Get Started

Program Information Sessions

Start with an information session from a subject matter expert on the credential of interest to support your employees’ development. Each session is designed to inform, motivate, and set your team members on a path to successfully achieve their professional designation.

Learn

Our learning programs incorporate time-tested methodologies, innovative study tools, and a full set of services that provide your team members an edge in their pursuit of the CFA®, CAIA®, FRM®, FDP®, and ESG designations.

  • Customizable learning solutionsthat align with your workforce development strategies
  • In-person and online training optionsthat meet your needs and cater to individual learning styles
  • High-quality, exam-focused content developed and taught by one of the largest faculty with decades of experience
  • Expert instructionand innovative study tools designed to work synergistically for improved results
  • Training and tools that arealways in syncwith the most current program curriculum
  • Full set of end-to-endlearning program management services
  • Access to theKaplan Schweser Community, where candidates can get the help they need throughout their studies

Track and Measure

Access data and information to provide key insights that:

  • Support successful learning outcomesthrough our Learner Dashboard
  • Identify at-risk candidatesto provide early remediation
  • Enable continuous improvementthrough the analysis of pass rates, cohort performance, and learning program effectiveness
  • Simplify registration and billing managementthrough a personalized client portal


Giving Back to the Community

Kaplan Schweser is proud to have awarded more than 2,500 scholarships that offer access to educational opportunities for underserved students, including:

  • Advanced Designation University Student Scholarships
  • CFA Society Scholarships
  • CFA Women’s Scholarships
  • CFA Veteran’s Scholarships
  • CFA Institute Research Challenge Scholarships

Contact Us

Learn how Kaplan Schweser’s corporate programs can benefit your team and organization.

Follows CFA Institute Prep Provider Guidelines. CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Schweser. CFA Institute, CFA®, and Chartered Financial Analyst®are trademarks owned by CFA Institute.

CAIA®and FDP®are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC. (CAIAA), a Massachusetts nonprofit corporation with its principal place of business at Amherst, Massachusetts, and are used by permission. Kaplan Schweser’s exam preparation products are not available to residents of countries or regions subject to technology or economic and/or trade sanctions by the Office of Foreign Assets (OFAC) or other authorities including Cuba, Iran, North Korea, Syria, or Ukraine (Crimea Region). CAIAA does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser, nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to Kaplan Schweser, nor is CAIAA responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser.

FRM®is a trademark owned by the Global Association of Risk Professionals, Inc.

92% Recommendation Rate:These are the findings of a quantitative survey conducted by Kaplan between September 29 and November 4, 2022. For this survey, a sample of 838 CFA Level I, II, and IIII candidates was interviewed online, of which 463 prepared for a CFA exam with Kaplan Schweser.