Banner for Kaplan Financial Education

Kaplan Financial Education Bewertungen 

4'174
•
TrustScore 4.5 von 5

4.3

Wir überprüfen keine spezifischen Behauptungen, da die Meinungen der Bewerter ihre eigenen sind. Wir können Bewertungen jedoch als „verifiziert” kennzeichnen, wenn wir bestätigen können, dass eine geschäftliche Interaktion stattgefunden hat. Mehr erfahren

Um die Integrität unseres Portals zu schützen, überprüft unsere automatisierte Software alle Bewertungen – unabhängig davon, ob sie verifiziert sind oder nicht – rund um die Uhr. Diese Technologie identifiziert und entfernt Inhalte, die gegen unsere Richtlinien verstoßen, wie zum Beispiel Bewertungen, die nicht auf einer wirklichen Erfahrungen basieren. Uns ist bewusst, dass wir möglicherweise nicht alles erfassen, doch Sie können uns jederzeit problematische Inhalte melden, die wir Ihrer Meinung nach übersehen haben. Mehr erfahren

Das sagen Bewerter

Bewertet mit 5 von 5 Sternen

The material in the course is exceptional! I was well equipped for the insurance exam. Take your time go through all the modules. Nothing that was on the exam surprised me! Well done Kaplan.

Bewertet mit 1 von 5 Sternen

Processed the payment twice, payment went through twice, never got access to the continuing education. Had to deal with probably the worst AI agent to figure it out. Took 3 phone calls and about 20 mi... Mehr ansehen

Bewertet mit 5 von 5 Sternen

Kaplan provided the materials just the way I like to study - self-paced, short chapters, lots of quizes and short videos. I thought their tracker was a little confusing to use, but that's a minor com... Mehr ansehen

Unternehmen hat geantwortet

Bewertet mit 5 von 5 Sternen

I was fortunate to pass all the tests except for the the ethics class which I didn't pass and had to take as a zoom meeting. I am much too strict on the requirements for conflict interest and fiduciar... Mehr ansehen

Unternehmen hat geantwortet

Unternehmensdetails

  1. Bildungseinrichtung
  2. auch in
  3. Verband, Verein oder Organisation

Vom Unternehmen geschrieben

Prepare for licensing exams and certifications, and grow with professional development and CE from Kaplan Financial Education. It's the best in the industry.


Kontaktinformationen

4.3

Hervorragend

TrustScore 4.5 von 5

4174 Bewertungen

5 Sterne
4 Sterne
3 Sterne
2 Sterne
1 Stern

Bittet Kunden um Bewertungen

Das Unternehmen lädt seine Kunden ein, Bewertungen zu hinterlassen – ob positive oder negative.

Inhalte von echten Menschen stehen bei Trustpilot im Vordergrund. Dieses Unternehmen kann jedoch zusätzlich unser KI-gestütztes Antwort-Tool verwenden, um Hilfe beim Verfassen von Antworten zu erhalten.

So nutzt dieses Unternehmen Trustpilot

Erfahren Sie, woher die Bewertungen stammen und wie sie ausgewertet und moderiert werden.

4.3

Alle Bewertungen

(4'174)

501 Bewertungen in den letzten 12 Monaten

Bewertung abgeben
Unternehmen auf Trustpilot dürfen keine finanziellen oder anderweitigen Anreize oder Gegenleistungen für das Verbergen von Bewertungen anbieten. Bewertungen spiegeln die Meinung einzelner Nutzer wider und nicht die von Trustpilot. Mehr erfahren

Bewertet mit 2 von 5 Sternen

Kaplan for the Series 65

I purchased Kaplan for the Series 65.

1. I'd like to address that only having 6months access to the course material is not worth the money - especially if you fail your first attempt at the 65 (which 40-50% of people do). You should get access for 1 year at least or, indefinitely.

2. This text book and course are complete OVERKILL. in almost half of the units there will be information that "will not be tested" WELL THEN WHY IS IT IN THE BOOK AND VIDEOS?!?!?! If Kaplan could just communicate with NASAA and get a grip on the specifics of the core concepts they honestly could probably cut out and/or refine 20-30% of this course material and more people would pass the 65 on their first attempt.

3. Also there is WAYYYY too many math calculations in the Kaplan quiz bank. On the actual Series 65 exam you may only actually use a calculator on 4-7 of 140 questions depending on your question draw. Maybe even less if you can use deductive reasoning to spot the correct answer instead of doing a calculation (eg: correct answer number has to be lower than the numbers given in the question and the only answer for available in the answer set that is lower is C)

4. There is absolutely no flow to these learning objectives. Some units will be able to complete in an hour and some units will take 5-10hrs to get through. There is a 33 page unit that may only have 2 questions on the actual 65.... NARROW IT DOWN.

5. This is for NASAA and Kaplan but also just some of the things in here need to be brought to recent times in terms of storing information, client communications, advertisements, investment recommendations, risk and investment vehicles people actually use today. You are required to lean about things you will likely never use in the real world, or if you do, it will be a very one off situation that you're going to need to look up anyway.

6. The Audio textbook is clearly read by AI and AI doesn't know how to pronounce many things and has no inflection or cadence. Kaplan you make hand over fist in study material sales. Pay a real life human to read the books in a studio.

7. Kaplan needs to add a feature to the Qbank where you can just be test on specific topics - not just specific units and sections. For example, I'd like to be able to go into the Qbank and just every single question about an IRA or Bond Yield Curves, or every question about a Put Option regardless of unit/section they are in.

6. September 2026
Bewertung ohne vorherige Einladung
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We appreciate you taking the time to provide such detailed feedback on your Series 65 course experience. We understand your concerns regarding the access period, the depth of the material, the number of math calculations, and the flow of the learning objectives. We are always reviewing our curriculum and delivery methods to ensure they are as effective and current as possible. We are also exploring ways to enhance the Qbank functionality to allow for more targeted practice. Your insights are invaluable as we strive to improve our offerings.

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

Perfect formula

Perfect formula: The Kaplan review has well-presented lectures reviewing the chapters of the Series 7. Each quiz and progress exam shows where one is weak or needs to further review the material. Summary sheets are useful and most importantly, the final practice exams give a good sense of how long and the difficulty of the questions. Would highly recommend all candidates to practice exams and set aside enough time to review and understand the questions answered incorrectly.

5. September 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We're so glad to hear that our Series 7 review materials, including the lectures, quizzes, and practice exams, were instrumental in your preparation. It's wonderful to know that our approach to highlighting areas for improvement and simulating exam conditions was helpful. We truly appreciate your recommendation to other candidates.

Mark
Customer Support

Bewertet mit 2 von 5 Sternen

Instructor was a "Richard"

I was not a fan of the instructor. He was a jerk who belittled students if they asked questions that were from the real world. I took the class 2 times and the instructors contradicted each other. My is maybe a little different then the average Kaplan student, but the rudeness from the instructor was horrible.

3. September 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We appreciate you sharing your experience and feedback regarding your instructor and the class content. We are concerned to hear about the issues you encountered, particularly the contradictory information and the instructor's demeanor. We are reviewing this feedback to improve our student experience.

Mark
Customer Support

Bewertet mit 3 von 5 Sternen

Did not prepare me for the state exam

I loved how easy the course work was to go through. It was organized very well. The stimulated exams do not prepare you for the actual exam. I thought by taking those and practicing over and over I would be more prepared. I failed the first time I took the exam. I learned more by buying the study prep directly from PSI. Kind of disappointed because Kaplan was not cheap and I ended up having to spend more money than I wanted to on extra learning materials to pass the state exam.

2. September 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We appreciate you sharing your detailed feedback regarding our coursework and simulated exams. We are glad to hear that you found the course material well-organized and easy to navigate. We are sorry to learn that our simulated exams did not adequately prepare you for the actual state exam, leading to additional expenses for study materials. We are constantly working to improve our offerings and your insights are invaluable as we review our exam preparation resources.

Mark
Customer Support

Bewertet mit 1 von 5 Sternen

Dissatisfied

I never heard back when I put in tickets for technical issues, and customer service in general was not user friendly at all. I had to reschedule examinations twice due to technical issues, neither of which they were willing to refund even partially. Will not be recommending this platform.

1. September 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We are truly sorry to hear about the difficulties you experienced with our technical support and customer service, and the issues with rescheduling examinations. We appreciate you bringing these concerns to our attention, and we are committed to improving our processes.

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

Terrific study system!

Terrific study system to help you pass your state exams. Excellent instructor for the virtual class!

28. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We're thrilled to hear that our study system was so effective in helping you prepare for your state exams! It's wonderful to know that you found the virtual class and instructor excellent.

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

I passed the series 65 on my first try…

I passed the series 65 on my first try the mocks are substantially harder than the real test and the material over-prepares your in a great way the q bank is magnificent

27. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We're so happy to hear about your success on the Series 65 exam! We appreciate you sharing how our practice materials helped you prepare.

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

Been so consistent

Been so consistent, reliable and also makes the educations so easy to understand.

27. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We're so happy to hear our educational content is clear and consistently reliable for you! Thank you for your kind words.

Mark
Customer Support

Bewertet mit 2 von 5 Sternen

The WORST customer Support ever, Especially this guy PJ

1st of all, the Kaplan customer support line from number (800) 237-9990, Option 3, most of reps are VERY RUDE and impatient!!!!!!! Especially this guy PJ, he screams at me so many times over the phone, and pretends he is helpful from very beginning! Why Kaplan still keeps people like this?

2nd, I did my CFP online class, most of instructors appear to be “too chill”, just read slides and talked some jokes. From so many classes, I only like 2 instructors, and they seem hard working and willing to help! My 2 stars are giving to them.

But the worst of all, the customer support line from #(800) 237-9990, Option 3, 99% of the reps there are EXTREMELY RUDE, IMPATIENT, NO CARE of students! I just wanna hang up the phone every time when I hear PJ picks up the call with his high pitch, fake friendly voice! And he picks up the call a lot, not sure if he is intentional or just not so many folks work there. This makes me wanna stay away from Kaplan! And I will tell my friends not to use them as well!

22. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We appreciate you taking the time to share your detailed feedback regarding your experience with our customer support and CFP online class instructors. We are truly concerned to hear about the difficulties you encountered with our support team, particularly the interactions you described. This is certainly not the level of service we aim to provide, and we are actively looking into these matters to ensure our team upholds the highest standards of professionalism and helpfulness. We also acknowledge your comments about the instructors and are glad to know that two of them made a positive impact. Your insights are invaluable as we continuously work to improve our services and the learning experience for all our students.

Mark
Customer Support

Bewertet mit 1 von 5 Sternen

Tons of grammatical errors

Tons of grammatical errors; confusing and misleading content that does not line up with state exams; acess to materials is very short and highly expensive. Learn from my mistake, dont use kaplan!! Use the courses provided on your states specific testing website. Much less expensive and way more accurate.

20. Mai 2026
Bewertung ohne vorherige Einladung
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We appreciate you sharing your detailed feedback regarding our course materials and their alignment with state exams. We are genuinely concerned to hear about your experience with grammatical errors and content accuracy, as well as the perceived value and access period. We are actively reviewing your comments to improve our offerings and ensure they meet the highest standards.

Mark
Customer Support

Bewertet mit 1 von 5 Sternen

I'm frustrated that we constantly need…

I'm frustrated that we constantly need to participate in the verified poll to confirm our presence. I submitted PTO for this, but due to an internet glitch, I missed the update that the host removed me. Our time is just as valuable as yours. I was in the middle of a three-hour session, and now I have to reschedule my time off, which is very frustrating. Additionally, I had to schedule another session because there was no clear instructions on how to find the live session weren't provided, leading to another rescheduling. Please improve the process and give clearer guidance.

24. August 2026
Bewertung ohne vorherige Einladung
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We are truly sorry to hear about the difficulties you encountered with the verified poll and the subsequent session removal due to an internet issue. We understand how frustrating it is to have your time off disrupted and to need to reschedule. We also recognize the inconvenience caused by unclear instructions for finding the live session. We are actively reviewing our processes for session presence confirmation and the clarity of our guidance to ensure a smoother experience for everyone. Your feedback is invaluable as we work to improve these aspects.

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

Great coursework

Kaplan's courses are well organized and contain all the information I need to succeed with the tests.

24. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We're so glad to hear our courses are helping you succeed with your tests. Your positive feedback is truly appreciated!

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

Easy to navigate and the relearning…

Easy to navigate and the relearning process is smoother.

24. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We're happy to hear that you found the navigation easy and the relearning process smoother. Thank you for your positive feedback!

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

I would highly recommend Kaplan as i…

I would highly recommend Kaplan as i have taken the class and test in one week and passed, they are amazing and it’s definitely worth the money

22. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We are so happy to hear about your success! It's wonderful that our program helped you achieve your goals so quickly. Thank you for sharing your positive experience.

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

It is an excellent educational…

It is an excellent educational institution

21. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We are so happy to hear that you consider us an excellent educational institution. We appreciate your positive feedback!

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

The interface was super friendly and…

The interface was super friendly and easy to navigate compared to other testing material I used. Also the analytics were incredible, really being able to see which areas need more focus.

21. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We're so happy to hear that our interface and analytics have been so helpful for you! We truly appreciate your positive feedback and are glad our tools are making a difference in your studies.

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

Excellent

Excellent, it was nice time choosing Kaplan for my examination and l enjoyed it

18. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We're so happy to hear you had a nice time choosing us for your examination and enjoyed the experience! We appreciate your positive feedback.

Mark
Customer Support

Bewertet mit 5 von 5 Sternen

I purchased the Life and Health course

I purchased the Life and Health course. This gave me all the tools need to pass my exam on the FIRST try. Having the QBank Quizzes and also the Simulated Exams really helped me prepare for this test.

15. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We're so happy to hear our Life and Health course, especially the QBank Quizzes and Simulated Exams, provided the tools you needed to pass your exam on the first try! Thank you for sharing your success.

Mark
Customer Support

Bewertet mit 1 von 5 Sternen

I am so sorry I chose Kaplan

I am so sorry I chose Kaplan
The preparation for the exam is just awful, very generic (the book they send is written like a generiuc college textbook), and does not organized you for the Pierson Vue test.
You cannot repeat the Kaplan exams once you’ve completed the mastery exam to practice
If you want flash cards, those cost extra money
There is zero discussion about how the scoring system works at Pierson view or what number of questions will be in each section of the exam. I found out later other training facilities clearly spell all of this out.
Therefore, when you get your test result from the state through Pierson Vue, you have no idea what the four categories mean.
I found that Dohrn Insurance training provides all of these material and knowledge in detail, describes the test, tells you how many questions are in each section of the test and is a much better preparation system. Do NOT waste your money at Kaplan. The people that answer their phones have no answers for you and cannot help you.
If you need to ask question you have tro email the instructor, then wait 48 hours (I never received a response after 2 separate emails at all) and you can only submit the request via email internal in the Kaplan system. … I could go on and on.
Make sure whatever you do, if you want to get a refund for not passing your exam on the 1st try, do not take the mastery exam until you’ve scheduled your exam because there’s probably not a test in your area within three days. The refund system only works if you take the state test within three days of your master exam and there were none close by to me within three days. So the money back guarantee is worthless.
I learned the material on my own and it has taken me three attempts to pass the general portion of the exam. I already passed the state law portion. I just paid Dohrn prelicensing services and found out everything I need to know for my 4th attempt.

16. August 2026
Kaplan Financial Education-Logo

Antwort von Kaplan Financial Education

We appreciate you taking the time to share your detailed feedback regarding your experience with our exam preparation materials and services. We are genuinely concerned to hear that our program did not meet your expectations, particularly concerning the organization of content for the Pearson Vue test, the availability of practice exams, and information on scoring.

We understand your frustration with the lack of clarity on the scoring system and the number of questions per section, as well as the challenges you faced with our customer support and refund policy. Your comments about the difficulty in reaching instructors and the limitations of the money-back guarantee are particularly valuable to us. We are actively reviewing our curriculum and support processes to ensure we provide the most comprehensive and accessible preparation possible. We are committed to making improvements based on the insights you've provided.

Mark
Customer Support

So funktioniert Trustpilot

Auf Trustpilot hat jeder die Möglichkeit, Bewertungen abzugeben. Der Verfasser einer Bewertung kann diese jederzeit bearbeiten oder löschen, und die Bewertungen werden angezeigt, solange der jeweilige Nutzer-Account aktiv ist.

Zum Schutz unseres Portals setzen wir auf eine Kombination aus spezialisierten Mitarbeitern und cleveren Technologien. Erfahren Sie, wie wir gefälschte Bewertungen bekämpfen.

Erfahren Sie mehr darüber, wie Bewertungen auf Trustpilot gehandhabt werden.

Hier ​finden Sie 8 Tipps für das Schreiben von Bewertungen.

Die Verifizierung hilft sicherzustellen, dass es sich bei den Bewertungen, die Sie auf Trustpilot lesen, um Bewertungen von echten Menschen handelt.

Anreize für das Schreiben von Bewertungen anzubieten oder selektiv zur Bewertungsabgabe einzuladen, kann den TrustScore verfälschen. Deshalb verstößt beides gegen unsere Richtlinien.

Erfahren Sie mehr