Kaplan Financial vs Upsero
Compare Kaplan Financial and Upsero to find the best Series 65 prep tool for your needs.
Kaplan Financial
Kaplan Financial is a well-established provider of financial exam preparation courses and materials, including for the Series 65 exam. They offer a range of study options, from self-study materials to live online and in-person classes.
Pricing
Kaplan's Series 65 prep packages typically range from $400 to $800, depending on the study options selected.
Pros
- Experienced instructor-led courses
- Comprehensive study materials including textbooks, question banks, and video lessons
- Flexible study options (self-study, online, in-person)
- Established brand reputation in financial exam preparation
Cons
- Self-study materials may not provide the same level of guidance and support as instructor-led courses
- Pricing can be higher compared to some other providers
- Limited focus on adaptive learning and pass prediction features
- No pass guarantee
Upsero
Upsero uses AI-powered ReadyScore technology to predict when you're ready to pass, backed by a pass guarantee.
Pricing
Starting at $25/month
Key Advantages
- ReadyScore pass prediction technology
- 100% pass guarantee
- Adaptive learning algorithm
- Detailed explanations for every question
Feature Comparison
| Feature | Kaplan Financial | Upsero |
|---|---|---|
| Study Materials | Kaplan provides a comprehensive set of textbooks, question banks, and video lessons to help candidates prepare for the Series 65 exam. | Upsero offers a digital-first approach, providing an adaptive learning platform with interactive study materials, practice questions, and performance tracking. Upsero's unique ReadyScore feature predicts your exam readiness and provides personalized study recommendations. |
| Instructor Support | Kaplan offers live online and in-person instructor-led courses, providing candidates with expert guidance and the opportunity to ask questions and participate in discussions. | Upsero's platform provides on-demand support from experienced instructors, allowing candidates to get their questions answered and receive feedback as they progress through the material. |
| Adaptive Learning | Kaplan's study materials are primarily static, with limited personalization based on individual performance. | Upsero's adaptive learning platform continuously adjusts the study plan based on the candidate's strengths, weaknesses, and progress, ensuring a more personalized and efficient preparation experience. |
| Pass Prediction | Kaplan does not offer a built-in pass prediction feature to help candidates gauge their exam readiness. | Upsero's ReadyScore feature uses advanced analytics to provide candidates with a personalized pass prediction, allowing them to identify areas for improvement and focus their study efforts accordingly. Upsero also offers a pass guarantee, which provides a full refund if the candidate does not pass the exam on their first attempt. |
| Flexibility | Kaplan offers a mix of self-study and instructor-led options, providing some flexibility in how candidates can prepare for the Series 65 exam. | Upsero's digital-first approach allows for a highly flexible and accessible study experience, enabling candidates to access the materials anytime, anywhere, and on any device. |
| Customer Support | Kaplan provides customer support through various channels, such as phone and email, to assist candidates with any questions or issues they may have. | Upsero's customer support team is available to provide personalized assistance to candidates, helping them navigate the platform and address any concerns they may have throughout their preparation journey. |
Our Verdict
Both Kaplan Financial and Upsero offer comprehensive Series 65 exam preparation resources, but Upsero's unique features like the ReadyScore pass prediction and pass guarantee make it a compelling choice for candidates looking for a more personalized and data-driven approach to their exam preparation. Kaplan's instructor-led courses may be a better fit for those who prefer a more traditional classroom-style learning experience, while Upsero's digital-first platform is well-suited for self-directed learners who value the flexibility and adaptive nature of the program.
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