Diploma of Financial Services (Financial Planning)

Transition Information

You can transition into the Kaplan Professional Diploma of Financial Services (Financial Planning) FNS50804 with recognition for the subjects you have completed.

Our Diploma of Financial Services (Financial Planning) provides an introduction to the fundamentals of financial planning and is tailored to give you the specialist competencies you need to get started as a financial planner.

Why you should transition

The Kaplan Professional Diploma of Financial Services (Financial Planning) is delivered via self-study with optional intensive workshops and is not trimester-based, so you can study where and when you want to.

Find out more about the course.

How to transition

1. Check your subjects

Refer to the table below to check which subjects in the new course you will get recognition for and which subjects you will need to complete to graduate with the Diploma.

Code	Finsia Education Subject	Code	Kaplan Professional Subject
D501	Financial Markets	N/A
D502	Managing Risk	RM	Risk Management plus Skills Assessment
D503	Financial Products	IP1	Investment Planning plus Skills Assessment
D504	Superannuation and Planning	SRP	Superannuation and Retirement Planning plus Skills Assessment
D501 D504	Financial Markets plus Superannuation and Planning	ELC SRP	Entry Level Competencies plus Superannuation and Retirement Planning plus Skills Assessment

To complete the Kaplan Diploma of Financial Services (Financial Planning) qualification, students must be deemed competent in:

Entry Level Competencies
Investment Planning 1
Risk Management
Superannuation and Retirement Planning
Workplace Skills Assessment

2. Select your subjects

Pick the subject(s) you would like to study in Trimester 3.

3. Enrol in your subject(s)

Enrol Online

Our Student Advisers are here to help you plan your studies for Trimester 3 and answer any questions you have about your course options. Call 1300 135 798 or email info@kaplan.edu.au.