Kaplan Financial Education

The College for Financial Planning®, a Kaplan Company, has been the premier financial services education provider since its founding in 1972. Offering self-study as well as live and online options, Kaplan Financial Education leads the industry with the most study tools and delivery methods available from any single provider. Our dedication to education can be seen in our learning strategy, the Kaplan Way, as well as our faculty and instructors, who are not just experienced academics- they're also practitioners who know what it takes to pass the exams and succeed in the real world.

Benefit Breakdown

XYPN has partnered with Kaplan Financial Education to bring you the educational courses needed to support your firm at a discounted rate. Browse their extensive offering of courses and find the ones that are right for you. They offer courses for CFP®, CSRIC®, CRPC®, ADPA®, and more!

• The cost is specific to the program that you choose. 
• Browse offerings and available programs: https://portal.kaplanfinancial.com/partner/XYPN/store/portalcheckout/browse

Account Management

New to Kaplan?

1. You can sign up for your Kaplan Financial Education member benefit discount right from your Member Portal.
2. Click on Sign Up at Kaplan to browse offerings and sign up.
3. Be sure to click the Login button and then choose the option to create a new account.
4. The XYPN 20% discount will be automatically applied to your account at checkout when using the link provided in your Member Portal.

Already have a Kaplan account?

1. If you have an account under the XYPN portal by following the steps above, then please follow this link.
2. If you have any questions about confirming your Kaplan account with your XYPN membership, you can reach out to Kaplan directly.
3. The XYPN 20% discount will be automatically applied to your account at checkout when using the link provided above or within your Member Portal.

FAQs

https://portal.kaplanfinancial.com/partner/XYPN/portal/faqs

Contact

Student Support:

• Monday-Thursday 8:00 am – 7:00 pm ET
• Friday 8:00 am – 6:30 pm ET
• Phone: (800) 824-8742

If you have Technical Support Issues:

• Create a Technical Support Request: https://www.kaplanfinancial.com/help/tech-support
• Contact Technical Support at (800) 824-8742 or (608) 779-8301

After-Hours Support:

• Email support is available by emailing kfeducation@kaplan.com. Requests will be responded to within 24 hours.