Skip to main content
Buy course Book exam
shopping_basket Basket

Professional qualifications

Kaplan offers a range of routes into a long and successful career in an ever-evolving industry that provides exciting opportunities and has an impact on everyone’s lives.

A man talking to a woman

CFA® Program

Chartered Financial Analyst Program

The gold standard in finance credentials, this global program is for finance professionals wanting to thrive in the competitive investment industry.

View CFA
A man scratching his head with a pen

IMC

Investment Management Certificate

The UK’s leading benchmark qualification for investment related roles, covering core finance concepts, portfolio management, and ethics.

View IMC
A woman holding a tablet

CAIA®

Chartered Alternative Investment Analyst

A globally recognised qualification for professionals looking to demonstrate their expertise in alternative investments.

View CAIA
A woman holding a tablet

FRM®

Financial Risk Manager

The leading global certification for risk managers. Learn everything you need to know about effective risk measurement and management.

View FRM
A man holding a pen looking at a laptop

Capital Markets Programme

Awarded by the Chartered Institute for Securities and Investment

For practitioners in the capital markets wholesale sector. Trusted by major banks and investment firms to benchmark practical, job-ready knowledge.

View CISI
A hand holding a pen pointing to a piece of paper

Sustainable Investing Certificate

Awarded by the CFA Institute

A globally recognised qualification for professionals looking to demonstrate their expertise in sustainable investing.

View Certificate

Tailored in-house training

Ensure your employees are future-ready with Kaplan's tailored in-house banking and finance training. Our courses are created to meet your specific requirements, covering essential technical skills and the latest industry trends, from regulatory updates and capital markets to sustainable investing and financial modelling.

Woman describing a document to a colleague

Accounting and tax updates

Stay ahead of regulatory change

Keep your teams current with the latest accounting standards and tax developments. Our focused updates translate regulatory change into clear, practical insight your people can apply immediately.

View updates
Hand pointing at screen

Banking and capital markets

Build confidence in complex markets

Develop expertise across global banking and capital markets. Gain the knowledge and practical skills needed to interpret market shifts, assess risk, and support confident decision-making.

Explore courses
Man working on laptop

Financial modelling and Excel for finance

Develop robust, reliable financial models

Enhance financial modelling and advanced Excel capability. Build structured models that strengthen forecasting, scenario analysis, and the quality of financial decision making.

Develop skills
Woman smiling during meeting

Behavioural and business skills

Build confident, influential professionals

Strengthen leadership, communication, and influencing capability. Our practical courses help teams navigate complexity, build credibility, and deliver greater impact in demanding environments.

Develop your team
Man working on laptop

Sustainable investing and ESG

Align investment with sustainability priorities

Strengthen capability in ESG analysis, reporting, climate risk, and responsible investment. Equip professionals to navigate evolving regulation and sustainability-driven market change.

Invest for the future

Why choose Kaplan?

Choose Kaplan for a forward-thinking and results-driven approach to banking and finance training. Our courses combine proven success and real-world application to ensure your professionals are future-ready and equipped to lead through industry change.

awards

Proven success

Our learners achieve exceptional outcomes, with exam pass rates and client satisfaction consistently exceeding industry averages. We’re committed to delivering high-quality training that helps individuals build confidence, develop professionally, and achieve their goals.

Real-world learning

We bring learning to life through high-quality materials and interactive simulations. Focused on practical application, our courses help learners develop technical skills and knowledge they can apply immediately in the workplace.

vision

Future-ready development

Developed with market-leading employers, our courses are designed to reflect the evolving needs of the banking and financial services industry. We give learners the skills, knowledge, and insight to navigate emerging topics and adapt confidently to future change.

Related insights

View all