Kaplan Financial Education
Kaplan Financial Education
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The Importance of Alternative Investments in 2024 & Beyond
As attitudes toward investing shift from generation to generation, younger investors are more interested in alternative investment opportunities. Young investors are three times* more likely to invest in alternatives than older generations. This webinar explores how to prepare your firm to better handle the generational wealth transfer and the investment preferences of a new breed of younger and more aggressive investors.
Listen to Brian Stype, Kaplan’s segment sales director for Advanced Designations, host an informative conversation with Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP. Aaron oversees UniFi by CAIA™, a learning platform dedicated to educating the private wealth management industry on alternative investments.
*Source: Bank of America 2022 Study of Wealthy Americans, www.privatebank.bankofamerica.com/articles/generational-differences-wealth-study.html, accessed February 2024.
zhlédnutí: 71

Video

Introduction to Kaplan's Continuing Education and Professional Development Online Courses
zhlédnutí 305Před 28 dny
Here is a virtual tour of Kaplan Financial Education's enhanced online continuing education course experience. To learn more, head here: www.kaplanfinancial.com/
Master of Science in Financial Analysis | College for Financial Planning-a Kaplan Company
zhlédnutí 103Před měsícem
#financialeducation #finance #financialanalysis The College for Financial Planning®-a Kaplan Company provides a Master’s in Financial Analysis (MSFA) program www.kaplanfinancial.com/wealth-management/masters-program/ms-financial-analysis for people interested in becoming highly competent financial analysis professionals. Learn how the College seeks to align the MSFA program’s coursework with th...
Kaplan Securities Licensing Study Plan Tutorial
zhlédnutí 132Před 3 měsíci
Check out the Study Plan for Securities Licensing students, part of Kaplan Financial Education's Enhanced Digital Learning Experience.
Kaplan Securities Performance Tracker Tutorial
zhlédnutí 64Před 3 měsíci
Check out our Performance Tracker for Securities Licensing students, part of Kaplan Financial Education's Enhanced Digital Learning Experience.
Kaplan SecuritiesPro QBank Tutorial
zhlédnutí 113Před 3 měsíci
Take a tour of the new Securities QBank, part of Kaplan Financial Education's Enhanced Digital Learning Experience.
Saver's Match | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 62Před 7 měsíci
With the SECURE Act 2.0, the Saver’s Credit is going to be replaced by the Saver’s Match. Learn more about what this means for tax refunds and contributions to retirement plans. Learn more in our OnDemand webinar “Deciphering the Retirement Planning Impact of the SECURE Act 2.0” at www.kaplanfinancial.com/wealth-management/resources/events
Catch Up Contributions | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 20Před 7 měsíci
In this video, learn more about how the SECURE Act 2.0 impacts catch up contributions to help Americans better save for retirement. Learn more in our OnDemand webinar “Deciphering the Retirement Planning Impact of the SECURE Act 2.0” at www.kaplanfinancial.com/wealth-management/resources/events
529 to Roth Rollover | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 105Před 7 měsíci
With the SECURE Act 2.0, the 529 can be rolled over to a Roth IRA. Find out more about this provision in this video. Learn more in our OnDemand webinar “Deciphering the Retirement Planning Impact of the SECURE Act 2.0” at www.kaplanfinancial.com/wealth-management/resources/events
Qualified Longevity Annuity Contracts | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 37Před 7 měsíci
With the SECURE Act 2.0, Qualified Longevity Annuity Contracts, more commonly referred to as QLACs, got an update. In this video, find out how this may impact retirement planning. Learn more in our OnDemand webinar “Deciphering the Retirement Planning Impact of the SECURE Act 2.0” at www.kaplanfinancial.com/wealth-management/resources/events
Beneficiary Election Option for Spousal IRA | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 32Před 7 měsíci
SECURE Act 2.0 provides a new beneficiary election option for the spousal IRA. Find out more in this video. Learn more in our OnDemand webinar “Deciphering the Retirement Planning Impact of the SECURE Act 2.0” at www.kaplanfinancial.com/wealth-management/resources/events
IRA Qualified Charitable Distributions | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 27Před 7 měsíci
In this video learn more about changes to IRA qualified charitable distributions as part of the SECURE Act 2.0. Learn more in our OnDemand webinar “Deciphering the Retirement Planning Impact of the SECURE Act 2.0” at www.kaplanfinancial.com/wealth-management/resources/events
Starter 401k Plans | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 79Před 8 měsíci
With the SECURE Act 2.0 there's a new type of retirement plan - the starter 401K plan. Learn more about what this means for smaller employers and offering a company retirement plan. Learn more in our OnDemand webinar “Deciphering the Retirement Planning Impact of the SECURE Act 2.0” at www.kaplanfinancial.com/wealth-management/resources/events
Do Roth Accounts Have An RMD? | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 22Před 8 měsíci
Do Roth accounts have an RMD requirement? As the expansion of Roths is something that we’ll see a lot of in the next couple of years, find out the answer. Learn more in our OnDemand webinar “Deciphering the Retirement Planning Impact of the SECURE Act 2.0” at www.kaplanfinancial.com/wealth-management/resources/events
Emergency Savings Accounts & Company Retirement | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 81Před 8 měsíci
Learn more about the new emergency savings account attached to company retirement plans intended to support Americans with creating financial buffers. Learn more in our OnDemand webinar “Deciphering the Retirement Planning Impact of the SECURE Act 2.0” at www.kaplanfinancial.com/wealth-management/resources/events
Lost & Found | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 83Před 8 měsíci
Lost & Found | Retirement Planning Impacts of the SECURE Act 2.0
Summary of Key Changes | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 92Před 8 měsíci
Summary of Key Changes | Retirement Planning Impacts of the SECURE Act 2.0
Required Minimum Distribution (RMD) & Penalty Changes | Impacts of the SECURE Act 2.0
zhlédnutí 102Před 8 měsíci
Required Minimum Distribution (RMD) & Penalty Changes | Impacts of the SECURE Act 2.0
Retirement Plans, Roth Expansion & Employer Contributions | Impacts of the SECURE Act 2.0
zhlédnutí 50Před 8 měsíci
Retirement Plans, Roth Expansion & Employer Contributions | Impacts of the SECURE Act 2.0
Student Loan Reprieve and Employer Match | Retirement Planning Impacts of the SECURE Act 2.0
zhlédnutí 224Před 8 měsíci
Student Loan Reprieve and Employer Match | Retirement Planning Impacts of the SECURE Act 2.0
Chartered Retirement Plans Specialist Program | College for Financial Planning®-a Kaplan Company
zhlédnutí 795Před 9 měsíci
Chartered Retirement Plans Specialist Program | College for Financial Planning®-a Kaplan Company
A New Tax Order: Robby the Robot, Future Taxpayer?
zhlédnutí 131Před rokem
A New Tax Order: Robby the Robot, Future Taxpayer?
The Rise of AI: Financial Planning & Artificial Intelligence
zhlédnutí 751Před rokem
The Rise of AI: Financial Planning & Artificial Intelligence
Opportunities in Sustainable Investing
zhlédnutí 63Před rokem
Opportunities in Sustainable Investing
Understanding Name, Image, and Likeness (NIL) in Collegiate Athletics
zhlédnutí 402Před rokem
Understanding Name, Image, and Likeness (NIL) in Collegiate Athletics
Environmental, Social, and Governance (ESG) Investing Portfolios
zhlédnutí 26Před rokem
Environmental, Social, and Governance (ESG) Investing Portfolios
Happy 50th anniversary of the College for Financial Planning®-a Kaplan Company | Ashley Moran
zhlédnutí 52Před rokem
Happy 50th anniversary of the College for Financial Planning®-a Kaplan Company | Ashley Moran
Happy 50th anniversary of the College for Financial Planning®-a Kaplan Company | Cindy Shnaider
zhlédnutí 28Před rokem
Happy 50th anniversary of the College for Financial Planning®-a Kaplan Company | Cindy Shnaider
Happy 50th anniversary of the College for Financial Planning®-a Kaplan Company | Amy Rell
zhlédnutí 63Před rokem
Happy 50th anniversary of the College for Financial Planning®-a Kaplan Company | Amy Rell
Happy 50th anniversary of the College for Financial Planning®-a Kaplan Company | Dan Johnson
zhlédnutí 60Před rokem
Happy 50th anniversary of the College for Financial Planning®-a Kaplan Company | Dan Johnson

Komentáře

  • @marcussmithtenor
    @marcussmithtenor Před 4 dny

    Kaplan CE needs to operate in different modalities other than reading text. That is not accessible to everyone and their learning styles. For example add audio and video courses.

  • @mynotaryjourney9753
    @mynotaryjourney9753 Před měsícem

    😢terrible

  • @LucidLiquidity
    @LucidLiquidity Před 2 měsíci

    Damnnn felt like she was gettin mad passive aggressive with me at 2:26 ... she clearly don't like anyone fuckin with her time management. 🤣🤣🤣

  • @Series7Guru
    @Series7Guru Před 2 měsíci

    czcams.com/video/Y1EQd0Cykqs/video.html

  • @Series7Guru
    @Series7Guru Před 2 měsíci

    czcams.com/video/Y1EQd0Cykqs/video.html

  • @Series7Guru
    @Series7Guru Před 2 měsíci

    czcams.com/video/Y1EQd0Cykqs/video.html

  • @user-kz8nx8gl6f
    @user-kz8nx8gl6f Před 4 měsíci

    Nice

  • @MSTRIMAKHATUN-mk7fc
    @MSTRIMAKHATUN-mk7fc Před 4 měsíci

    hello dear Your video is very nice. Viewing your video comments and likes is very low, SEO is very important if you want your video to rank, if you want I can optimize your video and your CZcams channel.

  • @ronaldware1537
    @ronaldware1537 Před 6 měsíci

    think get it now, Kaplan is pretty much your Academy Grad Day Trader, and CZcams University is your Horse piper Day Trader

  • @MissyLance-gz6xb
    @MissyLance-gz6xb Před 7 měsíci

    💯Buen Vídeo y gracias!! Incluso con la crisis actual, sigo siendo feliz*. Le devuelvo la sonrisa a mi cartera de 23.000 dólares creada con mi inversión semanal en un corto período. Dios bendiga a la señora Sandra Andrade.

    • @TonyDixon-vr1jk
      @TonyDixon-vr1jk Před 7 měsíci

      Por favor, necesito que alguien me ayude a operar o invertir en el mercado porque estoy cansado de operar con pérdidas. He volado mi cuenta más de una vez y es muy desalentador.

    • @EllisonJustin-bg2uk
      @EllisonJustin-bg2uk Před 7 měsíci

      Me alegro de haber elegido operar y haber descubierto las estrategias de la Sra. Sandra M Andrade. Mi vida financiera ha cambiado completamente gracias.

    • @ThomasAdams-kc4bu
      @ThomasAdams-kc4bu Před 7 měsíci

      😱Me suena, he escuchado su nombre varias veces... ¡Y el suyo son dos casos de éxito del Wall Street Journal! ¿Cómo puede alguien llegar a hablar con ella?

    • @JohnParks-yd7ym
      @JohnParks-yd7ym Před 7 měsíci

      😱Me suena, he escuchado su nombre varias veces... ¡Y el suyo son dos casos de éxito del Wall Street Journal! ¿Cómo puede alguien llegar a hablar con ella?

    • @BrianMaroney
      @BrianMaroney Před 7 měsíci

      Estoy en contacto con ella en Telegram con su nombre de usuario a continuación.

  • @lover_girl_333_
    @lover_girl_333_ Před 10 měsíci

    y'all are funny i like it

  • @aundreathomas3444
    @aundreathomas3444 Před 11 měsíci

    To pass a life and health insurance exam, you will need to have broad knowledge of insurance concepts, policy types, taxes and federal regulations, not to mention the insurance laws in your state.

    • @stevemasongrey2461
      @stevemasongrey2461 Před 11 měsíci

      I just passed with flying colors on my health insurance exam with the help of Mr Willard who has been doing for a lot of people.

    • @reynoldspatrick5457
      @reynoldspatrick5457 Před 11 měsíci

      Hello is this some kind of extra classes, I want to be sure before I contact him.

    • @greatestgerald8910
      @greatestgerald8910 Před 11 měsíci

      Mine after I made my registration with him, I the applied for premium which is direct license since it’s easier and quicker no need to study and memorize anything but it also more expensive than the question and answer.

    • @johnsonjohnson3005
      @johnsonjohnson3005 Před 11 měsíci

      I want to work with Willard how can I reach him?

    • @noramei-hua9577
      @noramei-hua9577 Před 11 měsíci

      When you’re good people talk about you. I’m happy I came across Mr Willard, I was a single mother struggling with Health insurance exam now I can testify how good and reliable his services are .

  • @aundreathomas3444
    @aundreathomas3444 Před 11 měsíci

    To pass a life and health insurance exam, you will need to have broad knowledge of insurance concepts, policy types, taxes and federal regulations, not to mention the insurance laws in your state.

    • @stevemasongrey2461
      @stevemasongrey2461 Před 11 měsíci

      I just passed with flying colors on my health insurance exam with the help of Mr Willard who has been doing for a lot of people.

    • @frankkelvin9059
      @frankkelvin9059 Před 11 měsíci

      After several trials working with the help of Mr Willard eased me the stress of sitting for the exam over and over again. Thank you Willard 🎉.

    • @reynoldspatrick5457
      @reynoldspatrick5457 Před 11 měsíci

      Hello is this some kind of extra classes, I want to be sure before I contact him.

    • @johnsonjohnson3005
      @johnsonjohnson3005 Před 11 měsíci

      ‬ 1

    • @johnsonjohnson3005
      @johnsonjohnson3005 Před 11 měsíci

      70833

  • @jason5265
    @jason5265 Před rokem

    I’m cramming the day before right now 😂

  • @DanielMeloche
    @DanielMeloche Před rokem

    this is very true they actually go into redlining areas where the owners cannot fight back because of lack of funds to hire proper representation to defend themselves

  • @JellyGlows
    @JellyGlows Před rokem

    So what happens if I failed my pre license exam? Do I get another chance to take it? Do I have to repay 400$ for the course cause that’s a lot of money

  • @clydeb7713
    @clydeb7713 Před rokem

    PA allows nothing in but a 🖊. No wallets,watches,phones,paper. NOTHING!

  • @genxnewb
    @genxnewb Před rokem

    Lol I love that he does not know how to use the screen recording 😂 I would call him a Boomer but he's probably my age

  • @mathewjuliano5098
    @mathewjuliano5098 Před rokem

    Where do I find the Pennsylvania Insurance exam outline?

  • @anjuganes30
    @anjuganes30 Před rokem

    These insurance exam is only for agent job or any insurance operations job

  • @anjuganes30
    @anjuganes30 Před rokem

    Life and health insurance exam is for agent job or any insurance operations job too?

  • @andrewburton7271
    @andrewburton7271 Před rokem

    🤣 𝕡𝐫o𝕄o𝔰𝓶

  • @schlepers
    @schlepers Před rokem

    Mike does a great job on the classes and keeping it interesting. I got the certification and thought the program was well organized. It also kept you on pace..

  • @synclairebuchon6677

    Thank you ladies! I passed my exam because of all these great tips!! I have also shared these tips with my classmates! Thanks so much.

  • @ckkim5373
    @ckkim5373 Před 2 lety

    promosm 👊

  • @PatrickParkerMusic
    @PatrickParkerMusic Před 2 lety

    I am a blind individual and was wondering If you could add an audiobook to the Series 65 test prep. So far I have enjoyed the program but having the audio version of the exam manual would make my life 10x easier. It is very important to me that everything I purchase is accessible and follows Kaplin's ADA policy. For any further questions please reach out.

  • @PointMan88
    @PointMan88 Před 2 lety

    Kaplan University’s Illegal Marketing Activities In the lawsuit against Kaplan University, several serious accusations were made, and the school was found to have been guilty of the following illegal marketing activities: Misrepresenting their academic programs to make them sound better than they really were (by doing things like inflating graduation rates, shortening time required to complete the program, underestimating total program costs, etc.) Enrolling students that they knew weren’t qualified for the programs, because they didn’t have the right educational background, obviously weren’t going to be able to complete program requirements,, or something else, in order to get their student loan money Changing the grades of those students so that they would “pass” their courses and remain in the program, allowing Kaplan to continue collecting student loan benefits (and mostly Federal student loan benefits, which is why the school was shown to have defrauded the US Government and American Taxpayer) But probably the worst thing that Kaplan did was falsifying legal documents so that their substandard academic programs would be accredited, which flies in the face of the entire accreditation process, and makes Kaplan one of the worst actors in a very bad industry (for-profit schools). Did Kaplan lie to you about the prospects or value of their higher education programs? Do you feel that they enrolled you even though you weren’t qualified? Did they care about your academic performance, or were they only keeping you around to collect your Federal student loan dollars? Did they change your grades to keep you enrolled, even though you should have been dropped for poor performance? If any of this sounds familiar to you, then you need to apply to the Borrower’s Defense Against Repayment program because you’re absolutely entitled to claim student loan forgiveness since your loans were created based on deception and lies.

  • @PointMan88
    @PointMan88 Před 2 lety

    Kaplan University’s Illegal Marketing Activities In the lawsuit against Kaplan University, several serious accusations were made, and the school was found to have been guilty of the following illegal marketing activities: Misrepresenting their academic programs to make them sound better than they really were (by doing things like inflating graduation rates, shortening time required to complete the program, underestimating total program costs, etc.) Enrolling students that they knew weren’t qualified for the programs, because they didn’t have the right educational background, obviously weren’t going to be able to complete program requirements,, or something else, in order to get their student loan money Changing the grades of those students so that they would “pass” their courses and remain in the program, allowing Kaplan to continue collecting student loan benefits (and mostly Federal student loan benefits, which is why the school was shown to have defrauded the US Government and American Taxpayer) But probably the worst thing that Kaplan did was falsifying legal documents so that their substandard academic programs would be accredited, which flies in the face of the entire accreditation process, and makes Kaplan one of the worst actors in a very bad industry (for-profit schools). Did Kaplan lie to you about the prospects or value of their higher education programs? Do you feel that they enrolled you even though you weren’t qualified? Did they care about your academic performance, or were they only keeping you around to collect your Federal student loan dollars? Did they change your grades to keep you enrolled, even though you should have been dropped for poor performance? If any of this sounds familiar to you, then you need to apply to the Borrower’s Defense Against Repayment program because you’re absolutely entitled to claim student loan forgiveness since your loans were created based on deception and lies.

  • @anikahonaker5712
    @anikahonaker5712 Před 2 lety

    Of course after I take my exams these come out 🤣

  • @engelbertorsola562
    @engelbertorsola562 Před 2 lety

    5bskp vum.fyi

  • @dunegoon3014
    @dunegoon3014 Před 2 lety

    Passed the SIE two weeks ago and just bought the 7 material. Best learning program

    • @Kungpaoshizzi
      @Kungpaoshizzi Před rokem

      The program from Kaplan?

    • @dunegoon3014
      @dunegoon3014 Před rokem

      @@Kungpaoshizzi yeah from Kaplan. It’s cool seeing my original comment… I passed my 7 in early Feb of this year, 2022. I then passed my series 66 in June, and now I’m studying for my state life & health insurance - scheduled to take that test in less than a week, then I’ll be done for now.

    • @Kungpaoshizzi
      @Kungpaoshizzi Před rokem

      @@dunegoon3014 may I ask what the rough cost was to get to the s7 point? Thanks for sharing, congratulations on the progress!! :-D

    • @dunegoon3014
      @dunegoon3014 Před rokem

      @@Kungpaoshizzi the series 7 material was around $250

  • @crunkedreviews5275
    @crunkedreviews5275 Před 3 lety

    What is the lady that does the property and casualty insurance prep on the online courses name? She’s an amazing professional and has dynamics that separates her from most instructors concurrent with today’s outdated methods of teaching subjects. Also beautiful too.

  • @SleepEatWorkRepeat
    @SleepEatWorkRepeat Před 3 lety

    This tells me nothing about how to get sponsored by a firm to take this exam. If I’m working at a smaller firm that is not FINRA member firm, do I have to leave them just to take the exam? Is there a place that will sponsor me for this without having to quit my old job?

    • @tonfisk9807
      @tonfisk9807 Před 3 lety

      That’s what I’ve been trying to find out too...I was at a firm that could have sponsored me but my current gig isn’t registered with FINRA. Was trying to see if there’s any option for getting it more independently..

    • @Kungpaoshizzi
      @Kungpaoshizzi Před rokem

      @Ben Branson Are you meaning these firms are FINRA registered(I suspect they are) or you're saying they have "independent" programs to assist people being sponsored?

    • @Kungpaoshizzi
      @Kungpaoshizzi Před rokem

      I'm in the same boat myself. I hate tests in the first place, but to actually get into a firm that will do it, let alone that's the only reason to join the firm?! :|