Improved Success
Organizations that leverage Kaplan Schweser’s proven learning programs achieve improved candidate success, providing a quicker return on your investment in the professional development of your employees.
Corporate Training Programs for Businesses
Successful Teams Rely on Kaplan Schweser
Kaplan Schweser seamlessly delivers financial education and support services that generate results and accelerate success for employees, teams, and firms
Why Choose Kaplan Schweser for Corporate Training
Simplify Learning Management
As an expert in financial exam preparation with an unparalleled set of service capabilities in the industry, you can rely on us to solve your learning program management challenges.
Greater Insights
Kaplan Schweser helps you achieve your workforce development goals with the industry’s only in-depth analytics dashboard that tracks the progress and performance of your team members.
Why Invest in a CFA® Training Program?
Increase company loyalty
Improve recruitment and retention
Upskill employees to address skill gaps
Enhance competitiveness
Reduce duplicate exam and tuition costs
Trusted by Top Firms for Proven Financial Training
30+
Years as a global leader in financial exam prep
200+
Financial services organizations rely on Kaplan Schweser
700K+
Customers serviced by Kaplan Schweser
95%
Customers Recommend Kaplan Schweser
Why Do Organizations Turn to Kaplan Schweser?
Better Solutions
Deliver proven financial analyst training programs with end-to-end management services that can be tailored to your needs.
Track and measure the effectiveness of your corporate training solution.
Stay current with the programs and ever-changing requirements in the financial certification industry.
Better Quality
Provide the highest-quality financial training and education available to your employees.
Better Instructors
Prepare with the largest and most experienced team of expert instructors in the industry.
Better Results
Develop and upskill employees into highly skilled financial professionals with top credentials.
Deliver improved success on professional exams.
Maximize employee and firm productivity and value.
What Our Customers Are Saying
"I wouldn't have been able to pass Levels II & III without your talented staff and thorough program materials. I found the videos, calendar, QBank, and practice exams all essential in my preparation. You also did a great job laying out the unique challenges of Level III and the different mindset required to pass it. I passed all the exams of both the CFA and FRM programs on the first shot.
"
Philip
Student"Many thanks for all of your help over the last three years. I wouldn’t have passed all three levels, let alone the first time, if it wasn’t for the whole team at Kaplan Schweser. Thank you also to all the support staff and everyone else in the organization. The service levels, support, and administration are always first rate, and I couldn’t speak highly enough of you. You’re a great company."
Craig
Student"Thank you once again for all your support and guidance; the wonderful team at Schweser, alongside the books/practice exams/QBank all complement each other to provide the perfect study companion. I would recommend Schweser to every future CFA candidate going forward."
Jan
Student
2024 CFA Program Survey: Insights from Charterholders and Candidates
Kaplan Schweser conducted a study that provides a unique look into the experiences of CFA candidates and charterholders at different points in their journeys.
71% of CFA charterholders feel more valued by their employer as a result of their employer having supported them in earning the charter
75% of CFA charterholders felt more valuable to their employer after having earned the charter
84% of CFA charterholders agree that the CFA curriculum is valuable in their career after having earned the charter
Get Started
Program Information Sessions
Start with a complimentary information session for your team members from a subject matter expert on the credential of interest. Each session is designed to help potential candidates:
Better understand the value of the credential
Learn about the program requirements
Get started on a path to successfully achieve their professional designation
Learn
We offer real corporate training solutions that incorporate time-tested methodologies, innovative study tools, and a full set of services that provide your team members with an edge in their pursuit of the CFA, CAIA®, FRM®, and ESG designations.
Full spectrum of corporate training solutions from self-service to fully structured programs that can be tailored to align with your workforce development strategies
In-person, online and hybrid training options that meet your needs and cater to individual learning styles
Highest-quality, exam-focused content developed and taught by one of the largest faculty with decades of experience
Expert instruction and innovative study tools designed to work synergistically for improved results
Full set of end-to-end learning program management services
Access to the Kaplan Schweser Community, where candidates can get the help they need throughout their studies
Track and Measure
Access data and information to provide key insights that:
Support successful learning outcomes through our Learner Dashboard
Identify at-risk candidates to provide early remediation
Enable continuous improvement through the analysis of pass rates, cohort performance, and learning program effectiveness
Simplify registration and billing management through a personalized client portal
Giving Back to the Community
Kaplan Schweser is proud to have awarded more than 2,500 scholarships that offer access to educational opportunities for underserved students, including:
Advanced Designation University Student Scholarships
CFA Society Scholarships
CFA Women’s Scholarships
CFA Veteran’s Scholarships
CFA Institute Research Challenge Scholarships
Interested in a Corporate Partnership with Kaplan Schweser?
Learn how Kaplan Schweser’s corporate programs can benefit your team and organization. Please complete the form below.
Our Thought Leadership
View All Articles
Explore More Ways to Partner With Us
Kaplan Schweser is a CFA Institute Prep Provider. Only CFA Institute Prep Providers are permitted to make use of CFA Institute copyrighted materials, which are the building blocks of the exam. We are also required to update our materials every year and this is validated by CFA Institute.
Our products and services substantially cover the relevant curriculum and exam and this is validated by CFA Institute. In our advertising, any statement about the numbers of questions in our products and services relates to unique, original, proprietary questions. CFA Institute Prep Providers are forbidden from including CFA Institute official mock exam questions or any questions other than the end of reading questions within their products and services.
CFA Institute does not endorse, promote, review, or warrant the accuracy or quality of the product and services offered by Kaplan Schweser. CFA Institute®, CFA® and “Chartered Financial Analyst®” are trademarks owned by CFA Institute.
CAIAA does not endorse, promote, review, or warrant the accuracy of the products or services offered by Kaplan Schweser, nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to Kaplan Schweser, nor is CAIAA responsible for any fees or costs of any person or entity providing any services to Kaplan Schweser. CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, and Chartered Alternative Investment Analyst Association® are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., of Amherst, Massachusetts, and are used by permission.
71% of Charterholders Feel More Valued by Their Employer: These are the findings of a quantitative survey conducted by Kaplan between May 2 and May 27, 2024. For this survey, a sample of 728 CFA® Level I, II, and III candidates was interviewed online, of which 235 are CFA charterholders whose employer supported them in earning the charter.
75% of Charterholders Feel More Valuable to Their Employer: These are the findings of a quantitative survey conducted by Kaplan between May 2 and May 27, 2024. For this survey, a sample of 728 CFA® Level I, II, and III candidates was interviewed online, of which 307 are CFA charterholders.
84% of Charterholders Agree the CFA® Curriculum Is Valuable in Their Career: These are the findings of a quantitative survey conducted by Kaplan between May 2 and May 27, 2024. For this survey, a sample of 728 CFA® Level I, II, and III candidates was interviewed online, of which 307 are CFA charterholders.
95% Recommendation Rate: This is one of the findings of a quantitative survey conducted by Kaplan between April 1 and October 31, 2023. For this survey, a sample of 272 CFA Candidates was interviewed online in English. The survey was fielded to subscribers of 300Hours.com.
Helped 700,000+ Candidates Prep for Exams: Net purchases of study packages containing the printed SchweserNotes™ bookset from 2008 through winter 2024 (less 2020).