Corporate Short Courses

Kaplan Professional provides customised training solutions to businesses that are designed to match your training and professional development needs. We offer a series of short online and face-to-face workshops.

  • Accredited Listed Product Adviser (ASX ALPA) Program

    Designed in conjunction with the Australian Stock Exchange (ASX) to deliver an in-depth understanding of the characteristics of listed products and to teach how to apply listed products to a wealth management strategy.

  • Advanced SMSF Workshops

    Engaging face-to-face workshop held by industry experts in small class sizes to enable participants to interact with each other and exchange experience and ideas. It builds upon fundamental knowledge of the establishment, operation and management of self-managed superannuation funds (SMSFs) and focusses more on SMSF strategies providing students with the competitive edge needed to build successful client relationships.

  • Derivatives in Practice

    Provides the opportunity for attendees to come to grips with the practicalities of using derivatives in real life.

  • Financial Risk Management

    Provides a valuable insight into the key sources of financial risk, their measurement and the practical strategies used to mitigate them.

  • Financial Statement Fundamentals – Small and Medium Enterprises

    The purpose of this course is for participants to establish a basic understanding of the financial reporting requirements, financial statements and how to assess small and medium enterprise financial performance.

  • Funds Management Markets and Products

    One-day workshop designed for new entrants to the funds management industry.  The course is ideal for staff working for service provider organisations, master trusts or platform providers; and support staff working in customer service, marketing, IT and call centres will also benefit from attending this course.

  • Responsible Manager Masterclass

    Workshops designed to help responsible managers, responsible executives, compliance managers, company directors and CEOs keep on top of current and emerging issues affecting licensees.

  • Understanding and Analysing Financial Statements

    Designed to enhance a student’s understanding of the three main financial statements namely the income statement, balance sheet and cash flow statement.

  • Understanding Derivatives

    Understanding the nature and uses of derivatives products is vital in understanding the operation of the financial system.

  • Understanding Financial Markets

    One-day workshop designed for new entrants to the financial services industry seeking a comprehensive understanding of the operations of the industry, the financial products used within the industry and the markets for these products.

  • Unit Trust Administration

    Two-day course provides an outline of the legislative and regulatory environment in which unit trusts operate along with the administrative, tax and registry systems and processes involved.

    The course is ideal for unit trust administration staff and professional service providers including platform administrators, customer service, support services such as IT and marketing, and outsourced service providers.

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