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Our Self-Assessment helps to determine whether online financial planning education is right for you.
Assessments are automatically reviewed and scored.
Based on your score, Kaplan University will return recommendations for your next step.
With your assessment results, you will receive an electronic version of our brochure.
If your results recommend that you proceed to Step 2, then you will receive a login to access our online exam.
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The Online Exam tests your reading comprehension from an actual passage in the financial planning program.
Success on this exam indicates your potential for success within the program as a whole.
Please read the short passage and answer the eight questions that follow.
If you score well on the assessment and pass the online exam, you will be encouraged to enroll.
For those who qualify, enrollment is easily accomplished by proceeding to Step 3.
Our Personal Qualifications Interview is the single most important step in our application process. This final step determines
your suitability for online education and your propensity for success in financial planning. During your interview, you have
an opportunity to have any remaining questions answered about the program. For your convenience, you can choose your
preferred time frame to schedule your Qualifications Interview.
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Be a high school graduate, or
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| 1.b. | Possess a General Education Development (GED) certificate
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| 2. | Complete a self-assessment
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| 3. | Pass the entrance exam
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| 4. | Complete an enrollment agreement
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For enrollment in individual courses please refer to the individual course enrollment agreement.
All courses are taught in English.
Students must be able to read and write in English fluently.
English abilities will be determined through the Kaplan University admissions process.
Student admission to Kaplan University’s Certificate in Financial Planning Program is at the discretion of the Program Director.
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