Kaplan Financial Education is a leading provider in the field of financial education, offering a comprehensive suite of licensing exam preparation, professional development, and continuing education programs. With over 80 years of experience, the company caters to professionals across a wide spectrum of industries, including financial planning, insurance, securities, and accounting. Kaplan's educational solutions are designed to help individuals gain a competitive edge in their careers, whether they are seeking to pass licensure exams, earn professional designations, or fulfill continuing education requirements. The company provides a variety of learning formats to suit different needs, including classroom training, online courses, and self-study options. Its product offerings include preparation for exams such as CFP® Certification, Insurance Licensing, and Securities Licensing, alongside professional development programs like the Accredited Asset Management Specialist (AAMS®) and Accredited Wealth Management Advisor (AWMA®). Kaplan Financial Education's target market comprises financial professionals and firms looking to enhance their knowledge base, achieve industry certifications, and meet continuing education mandates to maintain licensure and professional designations.
Reviewers consistently praise Kaplan Financial Education for its well-organized courses and knowledgeable instructors, highlighting that the interactive online format enhances the learning experience. Many customers find the ability to redo quizzes and access comprehensive study materials, like the QBank, instrumental in their success, with numerous individuals passing their exams on the first attempt.
The platform is noted for its user-friendly interface and effective live chat support, which aids in navigating the course content. However, a few complaints arise regarding the company's refund policy, with some consumers expressing frustration that Kaplan does not honor refund requests. Despite this minor issue, the overwhelming sentiment remains positive, as most users appreciate the resources and support provided.
Summary generated with AI from recent reviews
Each source counts by its number of reviews. Only reviews written by people are scored.
| Source | Rating | Reviews | Weight | 6-mo | Fake risk |
|---|---|---|---|---|---|
Trustpilot Imported Trustpilot reviews | 4.6 | 60 | 100% | ● Low |
Monthly average rating from reviews written by people · latest review Aug 2025.
| Month | Average | Reviews |
|---|---|---|
| Jul 25 | 4.8 | 15 |
| Aug 25 | 4.6 | 45 |
Share of positive (4–5★) and negative (1–2★) reviews mentioning each topic · based on the 60 most recent reviews.
“Being able to redo quizzes and see the reasons for the questions made learning the material very easy”
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Education & Training.
| Company | Overall | Legit | Service | Website & app | Trend | Reviews |
|---|---|---|---|---|---|---|
 | 4.6 out of 5 (good) | 100 out of 100 | 4.3 out of 5 (good) | 4.7 out of 5 (good) | — | 60 |
| 4.8 out of 5 (good) | 100 out of 100 | 4.8 out of 5 (good) | 4.2 out of 5 (good) | — | 85 | |
| 5.0 out of 5 (good) | 100 out of 100 | 5.0 out of 5 (good) | — | — | 57 | |
| 5.0 out of 5 (good) | 100 out of 100 | 5.0 out of 5 (good) | — | — | 37 | |
| 4.5 out of 5 (good) | 100 out of 100 | 4.9 out of 5 (good) | — | — | 25 |
Bottom line: Kaplan Financial Education is #4 of 5 on overall rating in this group. On service, Truka scores higher (5.0 vs 4.3).
60 reviews of Kaplan Financial Education. Filter by what matters to you.
Over a year ago
Instructor was very knowledgeable and made for an interactive course even though it was online.
Over a year ago
Being able to redo quizzes and see the reasons for the questions made learning the material very easy.
Over a year ago
This made passing the test a breeze.
Quick answers to the questions people ask most.
Kaplan Financial Education provides a wide range of courses for various financial and insurance certifications and licenses. Please visit www.kaplanfinancial.com for detailed information on specific courses and programs.
Yes, Kaplan offers flexible self-paced online courses as well as structured courses with a more traditional schedule. Check out our options to find what best fits your learning style.
Kaplan Financial Education offers a variety of study materials including practice quizzes, QBank, and well-organized course materials to aid in your exam preparation. Visit our website for more details.
We recommend reviewing the course descriptions and possibly participating in a trial or demo if available. For further assistance, our customer support team is happy to help you make the right choice.
Kaplan Financial Education provides support through knowledgeable instructors and customer service. For additional help, consider reaching out through our live chat or visiting our website for more resources.
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Did well, competitive studies.
Instructor was very knowledgeable and made for an interactive course even though it was online.
Being able to redo quizzes and see the reasons for the questions made learning the material very easy.
This made passing the test a breeze.
The courses are well organized.
Kaplan Financial is the best resource to use in Passing any exam.
Easy to use checklist to help with progress and time management, and a good practice quiz section to help study. The only negative I would say is if you use the book pdf or videos you also have to click through the specific sections as well. The checklist on the study calendar just says read then do quiz. If you do read using the pdf you still have to go through the section again.
This program was really helpful in helping me get my insurance license
Had great experience with Kaplan. Was able to do the studying at my own pace and they are really there to prepare you to pass the first time, and I did pass the first take on the exam! The way the course is set up for you it's amazing and the Quiz Bank is amazing, wouldn't have passed the exam without it.
Great course materials. Well prepared for the student. I will choose Kaplan for future courses. The live chat was easy to use and it also provided accurate guidance to get where you need to
Great content and TEACHERS! I passed both Life & Health Insurance Licensure first exam TRY!
I was able to supplement my study material with Kaplan’s QBank and it was worth it!! The questions make you think about the details! I was prepared.
I absolutely am thankful that I took this course it was hard, and I did a lot of studying and reading, but it only prepared me for success which I did pass and I am so grateful to Kaplan for my success
The review course was thorough and gave lots of good pointers. The live online review was definitely worth it. I watched back several sections during studying, and it helped a lot. I passed on my first try!
The platform is a perfect tool when preparing for an exam! I passed my State Life and Health Insurance exam on the first try! I paid for the highest tier that included live training and it helped tremendously, so I highly recommend. If you plan to purchase, remember that it is an investment in YOU.
Thank you all so much! I felt like I had all the tools needed to be the most prepared to pass my property and casualty exams. Thanks to you guys I passed first try!
I appreciate the convenience of completing my annual AML Training requirements online in whatever time zone I find myself in. Kaplan is my go to for this important task.
the company is great it help me a lot so i could pass my exam
I moved to Florida from Canada. I had Canadian insurance experience in P&C, afer moving to Florida, I used Kaplan self learning with video option. And cleared Property and Casualty and Life and Health Insurance exam on the first trial. I would recommend to use the cram sheet and question bank.
Kaplan Financial Education is a leading provider in the field of financial education, offering a comprehensive suite of licensing exam preparation, professional development, and continuing education programs. With over 80 years of experience, the company caters to professionals across a wide spectrum of industries, including financial planning, insurance, securities, and accounting. Kaplan's educational solutions are designed to help individuals gain a competitive edge in their careers, whether they are seeking to pass licensure exams, earn professional designations, or fulfill continuing education requirements. The company provides a variety of learning formats to suit different needs, including classroom training, online courses, and self-study options. Its product offerings include preparation for exams such as CFP® Certification, Insurance Licensing, and Securities Licensing, alongside professional development programs like the Accredited Asset Management Specialist (AAMS®) and Accredited Wealth Management Advisor (AWMA®). Kaplan Financial Education's target market comprises financial professionals and firms looking to enhance their knowledge base, achieve industry certifications, and meet continuing education mandates to maintain licensure and professional designations.
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