Finance Careers

This is for the Kaplan Career Community.

Ask Us Anything!
Curious about the Financial Planning field? 💬 Drop your questions in the comments below! Whether you're just starting out or deep into your journey, we want to hear from you. Throughout the month, our team will be answering select questions in upcoming discussion posts. Let's learn together! ✨
🎧 Podcast Picks for CFP® Exam Prep
Struggling to find study time? Turn your commute, workout, or walk into review time! Here are some podcast episodes and series that can help you reinforce key concepts and stay motivated: 🔹 Top CFP® Study Podcasts to Bookmark 1. BIF Bites Podcast – Short episodes covering financial planning topics, great for reviewing…
💬 Ask Us Anything: Alumni Edition
Hey CFFP Alumni! 🎓 Got questions? We’ve got answers! Whether you’re curious about: Growing your career in financial planning 💼 Navigating advanced certifications or designations 📜 Finding mentors or building your network 🤝 Industry trends, challenges, or best practices 📊 …we want to hear from you! Drop your questions in…
Conflicts of Interest and How to Maintain Your Fiduciary Integrity
Unless you work for free, every financial advisor will have conflicts of interest because compensation is inherently a conflict of interest. Since it is impossible to avoid all conflicts of interest, it is important to know what is required of CFP® professionals when they arise. The first step is to identify any conflicts…
The S&P 500 Is More Top-Heavy Than Ever—What Advisors Should Know
In 2024, the top 10 companies in the S&P 500 accounted for 37% of the index’s value—a level three standard deviations above the historical average of 21.5%. This level of overconcentration is unprecedented in recent decades and represents a structural shift in market dynamics. Our research at the College for Financial…

Women and Wealth: Guiding the $84 Trillion Transfer
Dr. Sara Stolberg Berkowicz shares insights on women and wealth. Over the coming decades, an unprecedented $84 trillion wealth transfer is expected. Because women statistically outlive men, widows will inherit much of this wealth first—creating both opportunity and responsibility. Women will increasingly guide family…
Retirement income planning for dual-income households
We’re excited to share insights from Dr. Joe Krupka, CPA/PFS, CGMA, a seasoned expert in financial planning and education. With a Doctorate in Business Administration from Georgia State University, a Master’s in Accounting from Binghamton University, and a Bachelor’s in Accounting from Rochester Institute of Technology,…
👋 What is a Chartered Financial Analyst? Let’s explore together!
Let's chat about a truly prestigious designation in the finance world: the Chartered Financial Analyst (CFA). You might have seen these three letters after someone's name and wondered, "What exactly do they do, and why is it such a big deal?" So, What's a CFA All About? A CFA charterholder is a highly skilled and ethically…
Poll: What's your biggest career development challenge right now?
As you are navigating the world of Finance careers, what is your biggest challenge right now? The Kaplan Community Team would love to know so we can help! Take our poll below.
🎉 Welcome to your new Finance Career Community!🎉
The Kaplan Community Team is thrilled you are here in our Finance Career Community. Glad to see you exploring! Have questions after you see what’s new? Reply below and we will be happy to help. What happens here? Let’s take a look. This community will have resources including a knowledge base, career spotlights, and…
Beat the Job Search Algorithm: Your Guide to ATS-Friendly Finance Resumes
In finance, your resume often has to pass a software screen before a human ever sees it. These systems, called Applicant Tracking Systems (ATS), screen out up to 75 percent of resumes before they reach a recruiter. And most of those rejections aren’t about experience; they happen because of formatting, section headers, or…
Career Spotlight with Fran Correa: "You're One No Closer to Yes"
There's no better way to learn about a career path than talking to those who have walked it before so let's hear more from Fran Correa, National Director of Accounts here at Kaplan. Yes, we have some wicked talent here at Kaplan so we are going to spotlight their journeys too. Let's get started! Who is Fran Correa? Fran…