Scholarship Opportunities with Kaplan Financial Education



FPA of the Triangle and NexGen have partnered with Kaplan Financial Education to offer our members new Education, Licensing, and Exam Prep Scholarships!

CFP® Exam Prep Scholarship (Retail $1,348)

Kaplan’s CFP® Exam Prep Review is just what you need to prepare for the comprehensive CFP® exam. Practice your exam technique with a full array of prep products for complete confidence on exam day. Whether you choose our live online class or traditional classroom setting, Kaplan’s expert instructors and proven learning science will help you perform your best and earn your CFP® certification.

  • Stay focused and finish strong in the weeks leading up to exam day
  • Concentrate on the essential subject matter from your required education program
  • Learn valuable test-taking tips and  strategies for exam day

CFP® Exam Prep Scholarship awards member with Traditional or Virtual Kaplan Premium CFP® Exam Prep:

  • Traditional Class: Held in major metro areas
  • Live Online Class: Attend live online at 7:30 or 9:00 pm ET. Classes are recorded and archived for future review.

The following is required to qualify for the CFP® Exam Prep Scholarship:

  1. Complete the online enrollment form, here.
  2. Complete the Third Party Authorization Form and email form to: partneradvisor@kaplan.com
  3. Complete the Chapter Requirements by deadline indicated, click here.

IMPORTANT TO NOTE: Exam Prep Review must be redeemed within one year from date awarded.

IMPORTANT DATES: You must have entry requirements submitted by 3/31/2017. Scholarship winner will be notified on 4/11/2017.


Insurance OR Securities Licensing Scholarship (Retail $500)

Kaplan Financial Education offers diversified licensing exam prep packages and tools tailored to fit a variety of budgets and learning styles. From traditional live classes to OnDemand online courses to self-study programs, professionals consistently look to Kaplan’s experts for learning options that work.

Kaplan’s comprehensive learning strategy, known as The Kaplan Way, utilizes learning science in the instructional design of our study tools and courses. By using this model as our foundation, Kaplan helps individuals prepare for a variety of state licenses, including Life and HealthProperty and CasualtySurplus Lines, and Adjuster. In addition, we have constructed the most effective, comprehensive study packages in the industry, each specifically designed to help you achieve success on your series exam.

The Scholarship awards member with one of the following packages of their choice:

The following is required to qualify for the Insurance OR Securities Licensing Scholarship:

  1. Complete the online enrollment form, here.
  2. Complete the Third Party Authorization Form and email form to: partneradvisor@kaplan.com
  3. Complete the Chapter Requirements by deadline indicated, click here.

IMPORTANT TO NOTE: Licensing Package available up to one year from date awarded.

IMPORTANT DATES: You must have entry requirements submitted by 3/31/2017. Scholarship will be awarded at 4/11/2017.

Questions about Kaplan’s education programs or would like to get started? Contact your Chapter Account Manager, Ryan Schultz, at ryan.schultz@kaplan.com.

Visit the FPA Portal to receive your 15% member discount. Save on CFP® certification education and exam prep, CFA® exam prep, insurance and securities licensing, continuing education, professional development, and certificate programs.