Student Testimonials

Financial Planning

Mandy Kilgore
Manager, National Mortgages Pty Ltd
Completed both the Diploma of Financial Services (Financial Planning) and Advanced Diploma of Financial Services (Financial Planning)

"With the market changing and more legislation coming into play, it seemed the perfect time to take our business to the next level by advising on the whole package of financial planning as opposed to simply mortgages.

I completed the Diploma of Financial Services (Financial Planning) in just over 2 months combining distance learning with and optional 3-day workshop run by Kaplan. The manuals, assignments, workshops and the exam were of the highest standard.

The courses studied have enabled me to increase the services we provide, which will, in the long run, increase our income. We’ve since launched our new company called Lomond Financial Services and look forward to completing more training in my new role as a financial adviser.  I would thoroughly recommend Kaplan Professional to other students and plan to put my staff through these training courses. "


Emma Kennedy
Financial Planner
Completed the Diploma of Financial Services (Financial Planning) and currently studying the Advanced Diploma of Financial Services (Financial Planning)

“One of the major benefits of studying with Kaplan is the ease of its course delivery. Over the last four years I’ve been able to study at a time and pace that suits me. In addition, both Kaplan’s staff and practitioners have been available to assist me with course questions and provide technical support. As result, I’ve broadened my industry knowledge and gained the necessary skills to be a confident financial planner.”


Guillaume Gebert
Financial Planner
Completed both the Diploma of Financial Services (Financial Planning) and Advanced Diploma of Financial Services (Financial Planning)

“The qualifications I have obtained through Kaplan have provided me with a solid base from which to develop my knowledge and expertise in this profession. My study has also allowed me to further my understanding of investments and other areas such as taxation.

Kaplan provided me with the flexibility to balance my studies with other commitments. The course material was structured in a simple and efficient matter, making it easy to understand and not just filled with industry jargon.

I also enjoyed the professionalism of Kaplan staff and their ongoing support during the assessment process.”



Lily Wiatkowski
Current student
Diploma of Financial Services (Financial Planning) 

“As an Insurance Consultant working for a bank I am undertaking my Diploma studies to become a Financial Planner and Kaplan was recommended to me as the preferred learning organisation by my employee.  The course is not only detailed but the support is outstanding.

Since I have started my studies I have found that I have a more thorough understanding, not only of my job, but of the financial planning industry. I can now have a discussion in regard to keys areas of financial planning.

I would recommend Kaplan to anyone wanting a thorough, professional and supportive organisation to help them get started in financial planning.”

Financial Markets

Cameron Black
Currently working in Singapore. Previously FX Options Broker, GFI Group
Completed the Diploma of Financial Markets (now known as the Diploma of Financial Services with a Financial Markets pathway)

"I decided to embark on a career change in order to travel and work overseas. Following some investigation I figured that the financial markets were one of the best areas to be able to try and make this objective a reality. Attaining the Diploma has opened some doors and helped me get a start in the financial markets industry.

During my study, I love the online capabilities that Kaplan provides. Being able to download your assignments, listen to live lectures and participate in the online study forums was brilliant. The staff were also exceptional. Having some of the leaders from within the industry as lecturers gave greater insight into how our studies worked in the ‘real world’ not just out of a text book."


Payal Sondhi
Business Analyst, ASX
Currently studying the Diploma of Financial Services with a Financial Markets pathway

“Anyone who wants to understand the financial markets or the economy for personal or professional reasons should consider studying with Kaplan. I find the subject content to be very comprehensive, with a broad range of the topics that are practical and easily applicable to every day life, irrespective of whether or not you work within the finance sector.

As a Business Analyst for ASX, applying the knowledge attained through this course has put me in a better position to understand concepts, put forward arguments and ask intelligent questions in the work environment.”
 

Back to Top