Special offer extended: Enrol before 30 June 2017 to get a Tier 1 knowledge area^ or Commercial Law course included with your Level 2 program free of charge – save up to $585*.
Are you a financial planner wanting to build on your existing skills and gain a competitive edge?
Is it time to invest in your education and become a financial adviser with an industry recognised qualification from a leading education provider?
Kaplan’s Financial Planner Level 2 course develops the advanced financial planning skills required to support clients with complex advice needs. This online course is a natural progression if you have completed the Kaplan Financial Planner Level 1 course.
Kaplan’s Financial Planner Level 2 course provides you with:
Following the inclusion of financial planners under the Tax Agent Services Act 2009 (TASA), Kaplan Professional’s DFP 5 – Tax for Financial Advising subject meets the Tax Practitioner Board’s requirements for a Board approved course in Australian taxation law.
When you successfully complete DFP5–8, you are eligible for the nationally recognised Advanced Diploma of Financial Planning (FNS60415).
If you have any questions about your enrolment, please contact our student services team on 1300 662 203 or firstname.lastname@example.org.
The maximum time for completing each subject is 12 weeks from your enrolment date.
The Advanced Diploma of Financial Planning (FNS60415) qualification DFP5–DFP8, must be completed within two years of your initial enrolment date.
Financial planners seeking a higher level of education can explore pathways into the Master of Financial Planning. Those who enrol have the opportunity to take advantage of a number of pathways to also attain either the either the FChFP or CFP® designation.
Financial planners seeking a professional designation are required to undertake a postgraduate course. For more information on Kaplan’s financial planning postgraduate courses refer to our postgraduate courses.
Have you considered a professional designation with the AFA? Switch on your leadership thinking with the AFA FChFP. This designation provides participants with comprehensive and innovative business framework to support their business and professional vision. Topics covered include:
Continuing professional development (CPD) of your knowledge and skills is essential to remaining compliant under ASIC’s Regulatory Guide 146 (RG 146).
Kaplan offers CPD training through Ontrack — our online CPD platform — which delivers monthly multimedia training, along with tracking and reporting capabilities.
Kaplan’s CPD training is recognised and accredited by the AFA, FPA and SPAA.
The FPA have assessed the Advanced Diploma of Financial Planning subjects and awarded CPD hours to the following subjects:
DFP5 – Tax for Financial Advising – 16 CPD hours
DFP6 – Estate Planning – 9.25 CPD hours. Tax (TPB CPD) Tax – 9.25 hours
DFP7 – Client Engagement Strategies – 12 CPD hours
DFP8 – Advanced Financial Planning – 15.25 CPD hours. Tax (TPB CPD) Tax – 15.25 hours
Professional dimensions covered include Capability, Critical Thinking, Attributes and Performance, Professional Conduct and Reflective Practice.
The AFA have assessed the Advanced Diploma of Financial Planning subjects and awarded CPD points to the following subjects:
DFP 5 – Tax for Financial Advising – 15.0 CPD points
DFP 6 – Estate Planning – 12.5 CPD points
DFP 7 – Client Engagement Strategies – 15.0 CPD points
DFP 8 – Advanced Financial Planning – 15.0 CPD points
To learn more about our RG 146 compliance offerings, visit the CPD page for more information, or contact our CPD support team on 1300 527 526.
Enrol directly into DFP5–8 for $1995 (GST exempt).
Individual subjects are $585 (GST exempt) each.
For additional study-related fees, please click here.
The entry requirement for this qualification is completion of the Financial Services units from the core of the Diploma in Financial Planning in the Financial Services Training Package FNS (e.g. Kaplan Professional’s Diploma of Financial Planning).
Completion of the sectoral core units and the regulatory unit FNSASICZ503 Provide advice in Financial Planning from the Diploma in Financial Planning in the Financial Services Training Package FNS10.
When completing DFP8 Advanced Financial Planning, although it is not a prerequisite, it is recommended that you have knowledge of securities, as the assignment incorporates tasks in this area of advice.
The entry requirement can be met by evidence of equivalent competency through mutual recognition (MR), recognition of prior learning (RPL) or recognition of current competency (RCC).
Please see information regarding our exemption service.
Note: If your previous study was obtained outside of Kaplan or you are seeking an RCC exemption, an exemption fee may apply to satisfy the entry requirements into this course. Refer to our fees document for further information regarding Kaplan’s exemption fees.
This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities and at times engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication.
If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email email@example.com.
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To successfully complete this course, learners will require basic computing skills. This may include:
You may enrol into this course at any time and begin studying immediately on enrolment, subject to prerequisites.
Kaplan strongly recommends that DFP5–8 be completed in sequential order.
You may be exempted from studying a subject or the full qualification based on your previous training, study and or work experience.
To find out if you are eligible to receive an exemption, refer to our exemptions page.
This course is delivered online via Kaplan’s learning management system KapLearn.
You will receive login details to KapLearn upon enrolment. When you log on to KapLearn you are able to access the subject notes, assessments, additional learning materials such as media, case studies, practice activities and your online tutor.
Assessments are accessed and submitted through KapLearn.
Corporate clients should contact our Corporate Solutions Representative on
1300 728 505 to discuss face-to-face delivery options and how we can tailor our training to your business needs.
Education requirements for financial advisers
Kaplan Professional welcomes and supports the legislation to mandate professional standards for both new and existing financial advisers, which include compulsory education requirements commencing on 1 January 2019:
There is a tremendous opportunity for advisers to show initiative and take action now. Mostly importantly, we are well equipped to support you through your education journey to reach your full potential.
To create an individual study plan tailored to your needs, we encourage you to book a consultation over the phone to discuss your options in more detail. These consultations allow our experienced and knowledgeable Student Advisers to understand your needs, identify the most appropriate qualification for you, and address your questions thoroughly.
Alternatively, you can get in touch directly on 1300 135 798 or firstname.lastname@example.org.
Assessment for DFP5-8 is as follows:
Kaplan’s DFP7 assesses the non-technical aspects of professional practice for financial planners. It focuses on the key drivers of long-term success: client engagement, interpersonal skills and business development.
Kaplan’s DFP8 provides a case study (real life client scenario) for which you are required to research and develop investment strategies and/or prepare a compliant Statement of Advice for your client. You will be assessed on your ability to engage with your client — from initial contact, to the development, documentation and presentation of a financial strategy to meet their specific needs.
You must submit your assignment within 12 weeks of your enrolment date.
If your first submission is deemed ‘not yet competent’ you are required to resubmit it. You will only need to resubmit the question(s) that do not have the demonstrated knowledge requirement. If a resubmission is required, it must be within 16 weeks of your enrolment date. More detailed information about the assignments are in the subject outlines.
Kaplan’s DFP5 Tax for Financial Advising subject has an open book multiple choice exam and an open book short answer examination. Kaplan’s DFP6 exam is an open book multiple-choice exam. The exams place emphasis on the application of knowledge.
You must attempt your first exam within 12 weeks of your enrolment date.
You are entitled to a first sit and two resits of an exam. To achieve an overall grade of ‘competent’ in the exam, you must achieve the nominated pass mark for each section in the exam. If you are deemed ‘not yet competent’ for a section, you are only required to attempt that section in the resit.
You can sit your exam while being supervised in your workplace or at a Kaplan office.
Click here for Kaplan office exam times and venues.
Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.
Terms and Conditions
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Click here to download a brochure for this course.