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Financial Planning

Kaplan Professional is a leading Australian provider of education, training and learning solutions to the financial services industry. We offer the most current versions of the industry courses formerly delivered by the Securities Institute of Australia (SIA), the Financial Services Institute of Australasia (Finsia) and Tribeca.

Our financial services qualifications are accredited as vocational education or higher education qualifications under the Australian Qualifications Framework and range from Certificate IV through to masters level. We also offer initial and ongoing (CPD) compliance training to meet ASIC RG146 and RG206 requirements.

Vocational Education

Entry-level qualifications for individuals seeking to pursue a career in the financial services industry, including RG 146 compliance. Completion of Kaplan Professional’s Financial Planner Level 2 will grant individuals entry into our higher education financial planning pathway.

Entry-level qualification for an individual seeking to pursue a career in the financial services industry.

Entry requirements: No minimum entry requirements

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Builds upon the competencies gained in Kaplan Financial Planner Level 1. Ideal course for senior planners that provides a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues, innovative strategies and successful client engagement.

Entry requirements: Financial Planner Level 1

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Higher Education (postgraduate)

Kaplan Professional’s postgraduate financial planning courses are designed for individuals who would like to start a career in financial planning, as well as professionals who want to expand on their current knowledge and strategies.

Designed for individuals who want to learn the latest concepts, techniques and skills necessary to launch or further career in financial advice.

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The in-depth technical knowledge, concepts and client engagement skills required to advance a financial advice career. As a pathway to the coveted Master of Financial Planning, this qualification has a focus on practical application and real-world learning.

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Curated by leading advisers and industry experts, this flagship qualification will equip individuals with the confidence, knowledge and ability to maximise their success in a rapidly changing financial advice landscape.

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Pathways

Kaplan Professional is the first education provider in the industry to introduce pathways from the Diploma of Financial Planning through to the Master of Financial Planning. Wherever you are in your career or wherever you want to go, we offer a complete integrated pathway solution tailored to suit your individual career goals.

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RG146 Compliance Solutions

Individuals wishing to provide financial product advice to retail clients are required to meet initial and ongoing educational requirements as outlined in ASIC Regulatory Guideline 146 (RG146). Kaplan Professional offers RG 146 compliance solutions in specialist knowledge areas.

 

Specialist Courses

Kaplan Professional offers training in a range of specialist areas, including Commercial Law, Tax for Financial Advising.