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STEP 1: SELF-ASSESSMENT
Our Self-Assessment is a valuable tool to help you 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. You will have the opportunity to
receive our brochure electronically or by postal mail. If your assessment results recommend that you
proceed to Step 2, then you will receive a login to access our online exam.
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Once you click on
"Begin Step 1," you will enter our easy 3-Step Process, which will guide
you through the enrollment procedure in no time.
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STEP 2: ONLINE EXAM
The Online Exam tests your reading comprehension of an actual passage from the financial
planning program. Success on this exam is indicative of your potential for success in the program as a whole. Please
read the short passage on Property and answer the eight questions that follow dealing with Property. 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.
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STEP 3: THE QUALIFICATIONS INTERVIEW
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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