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Turn-Key. Cost-Efficient.

We have recently witnessed how quickly the market place can change. Kaplan Financial Education understands how difficult things have become for businesses and realized how critical it is to get the most for your time and effort!

Our products focus on the latest regulatory topics and trends, while keeping your reps current and helping them meet regulatory requirements. We developed a process that is virtually seamless for a price that cannot be turned down!

Look to Kaplan's turn-key Firm Element and Annual Compliance Meeting solutions to stay compliant.

Firm Element

  • Manager and employee Dashboards
  • Increased self-administration capabilities
  • Automated email alerts

Annual Compliance Meeting

  • Customized online presentations
  • Complete reporting capabilities
  • Full support from start to finish

Call (800) 824-8742 or (608) 779-8301        
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