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Professional Development - Financial Services

Learn more about Kaplan Professional's continuing professional development options at a Financial Services Information Session in August & September. Register today.

The financial services industry is in a constant state of change. Globalisation, new products and technologies, market developments and the introduction of legislative and regulatory reforms, along with the desire to get ahead, means that undertaking professional development (PD) is essential.

Kaplan Professional’s comprehensive range of PD solutions include:

 Market Speaks - a series of interviews that feature insightful discussions on major issues in financial services, with prominent industry figures from around the world.   

 PD Short Courses - an extensive short course program covering industry fundamentals, funds management, compliance for responsible managers, derivatives, credit analysis, ASX accreditation for financial planners and more.

 Ontrack – a monthly subscription based program delivered online direct to financial planners, stockbrokers and responsible managers to enable them to meet their compliance obligations

 PDsessions – an hour long video, plus workbook program, released 10 times a year which is suitable for compliance and group based training for financial planners

 PD Forums - industry forums on major issues affecting the industry, with a key objective being to present a balanced perspective and stimulate debate 

 Reference tools - such as the Financial Planning Guide and Quick Reference Guide.

All our PD solutions are presented in convenient and flexible formats to suit the scheduling demands of working professionals. A variety of delivery options including distance education, workshops, seminars and the Internet means you can choose a learning method that's best for you. Our planning, tracking and reporting functions are further tailored to your individual requirements.