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Kaplan Professional is Australia’s leading provider of financial services education. We provide learning solutions to over 45,000 industry professionals every year, which ensures we are at the forefront of practical and relevant education in the country. Our progressive and student-focused approach to education has also cemented our reputation as the trusted corporate partner to Australia’s major financial institutions.
Kaplan Professional offers programs in both vocational and higher education, ranging from the certificate level all the way through to masters degrees. We are also a renowned provider of tailored corporate short courses and continuing education through our market-leading Ontrack platform. Some of our specialised focus areas of education include financial advice, applied finance, SMSF, insurance, mortgage broking, stockbroking, real estate and leadership. We have also recently expanded our footprint to provide specialist financial services education in New Zealand and Asia-Pacific in partnership with both industry and university partners.
As part of Kaplan, Inc., the largest subsidiary of Graham Holdings Company, Kaplan Professional has an unrivalled global perspective as one of the world’s largest and most diverse education providers. Kaplan operates in 26 countries and helps over one million students achieve their education and career goals each year. Beyond formal education, Kaplan’s operations include test preparation, certification programs, language instruction, university pathway colleges, executive training and student support services.
This extensive worldwide reach includes partnerships with more than 4,000 educational institutions and over 13,000 corporate organisations.
At Kaplan Professional, our mission is to help individuals achieve their educational and career goals. We build futures one success story at a time. Our core values define our company culture and provide the framework for what we deliver to our customers and employees each day.
We hold ourselves to the highest ethical standards in everything we do.
We give you the tools you need to succeed.
We offer expert resources to help you achieve your academic and career best.
We work to create a more equitable world, where all learners can develop, advance, and thrive.
We are dedicated to helping you achieve your goals – we succeed when you succeed.
We open doors and broaden access to education.
Meet our Leadership and Governance team, and understand the organisational structure that forms the backbone of Kaplan Professional.
All of Kaplan Professional’s courses are built by Kaplan. Our courses are accredited as higher education or vocational education qualifications under the Australian Qualifications Framework.
Some courses also provide the education requirements to give financial product advice in accordance with the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG 146).
Kaplan Higher Education Pty Ltd is registered by TEQSA as a Institute of Higher Education (PRV12030) and currently offers a range of accredited courses under the Australian Qualifications Framework.
Kaplan Professional is registered by the Australian Skills Quality Authority (ASQA) as a registered training organisation (RTO No.90116) and currently offers a range of qualifications, short courses and a skill set under the Australian Qualifications Framework.
Some courses also provide the education requirements to give financial product advice in accordance with the Australian Securities and Investments Commission’s (ASIC) Regulatory Guide 146 (RG 146). The audit report can be located here.
Kaplan Professional acknowledges the Traditional Custodians of the lands where we live, work, teach and learn.
We celebrate the diversity of Aboriginal peoples and recognise the continuing connection to land, sea and community.
We pay our respects to Aboriginal and Torres Strait Islander cultures, and to Elders past and present.
Kaplan Professional is offering education update presentations for advice firms – available online or in person – designed to help advisers navigate the evolving professional landscape.
The financial advice profession is rarely a straight path. Increasing regulation, rising client expectations, technological change and higher professional standards mean advisers must continually adapt to remain relevant and competitive.
This presentation maps the full career lifecycle of an adviser – from entry into the profession through to specialisation, leadership and long-term sustainability. At each stage, we explore the capabilities required, the common challenges advisers face, and the role education plays not just as a compliance requirement, but as a strategic enabler of professional growth.
• Education pathways from entry to senior leadership
• How capability requirements evolve across career stages
• The shift from minimum standards to advanced technical and strategic expertise
• The role of ongoing education in building resilience, sound judgement and sustainable careers
Designed for adviser teams and leadership groups, this presentation provides practical insights into how structured learning supports long-term performance, professionalism and business sustainability.
To book an education update session for your advisers please contact your Corporate Relationship Manager to arrange a suitable time.
Date: Wednesday, 11 March
Time: 1:00pm – 3:00pm AEDT
Fee: $280
Where: Online (Zoom)
Host: Matthew Farley
A certificate of attendance outlining CPD hours will be awarded at the conclusion of this workshop. A full list of topics is available on our website.
Date: Thursday, 19 March
Time: 1:00pm – 3:30pm AEDT
Fee: $340
Host: Dr Jenny Diggle
Kaplan Professional has expanded the Financial Adviser Accelerator Suite with a new set of practical topics designed to further strengthen capability across both technical and client engagement areas.
As client expectations continue to rise and advice scenarios become more complex, early career advisers must combine sound technical knowledge with strong communication skills and thoughtful decision-making. The latest additions to the suite support this ongoing professional development.
Practical frameworks to enhance credibility, strengthen adviser presence and build more meaningful, long-term client relationships.
Structured approaches to assessing appropriate cover, modelling client scenarios and supporting well-reasoned, client-centred risk advice.
Applying probability-based thinking to improve strategic judgement and support more confident decision-making in uncertain environments.
These additions build on the Financial Adviser Accelerator Suite focus on applied, real-world learning, equipping advisers with skills that can be immediately implemented in practice.
The ongoing expansion of the Financial Adviser Accelerator Suite reflects Kaplan Professional’s commitment to supporting advisers as they continue to develop deeper expertise and deliver high-quality, client-focused advice.
For advisers who have now met the education standard, the focus shifts from compliance to opportunity.
Kaplan Professional offers clear pathways to build on the bridging courses and subjects already completed and convert that study into a full, recognised qualification. Advisers who have completed individual units toward the education standard may be eligible to articulate into the Graduate Certificate in Financial Planning or Graduate Diploma of Financial Planning, formalising their academic achievement and strengthening their professional standing.
From there, eligible Graduate Diploma alumni can upgrade to the Master of Financial Planning, completing the remaining subjects to attain a postgraduate qualification that positions them above the minimum regulatory requirement. The Master’s program also provides direct pathways toward leading professional designations, including CFP® and SSA®, enabling advisers to align academic progression with industry-recognised credentials.
Advisers who have completed the Graduate Diploma of Financial Planning are already eligible to obtain leading professional designations through the College for Financial Planning®. This includes globally-recognised credentials such as the Accredited Behavioural Finance ProfessionalSM (ABFP®) and Chartered Retirement Planning CounsellorSM (CRPC®) designation.
No further study is required to meet the education component for these certifications, allowing advisers to leverage their existing qualification to secure respected professional recognition and further strengthen their standing in the industry.
Beyond core qualifications, Kaplan Professional also offers access to additional specialist electives and professional designation pathways, allowing advisers to differentiate in areas such as superannuation, retirement, ethics and client strategy.
In short, completing the education standard doesn’t have to be the end point. With Kaplan Professional, it can be the foundation for higher qualifications, respected designations and long-term career progression.
Contact your Corporate Relationship Manager to discuss the education options and pathways for your adviser network. Alternatively, contact 1300 135 798 (option 2) or email courseadvice@kaplan.edu.au.
Kaplan Professional will host a special Women in Finance webinar on Tuesday, 3 March, celebrating the achievements, leadership and career journeys of women shaping the financial services industry.
The session will explore leadership, career progression and the role education has played in supporting professional success across diverse areas of the sector.
Graduate Diploma of Financial Planning dux, two-time Olympian and Financial Adviser at HLB Mann Judd.
Graduate Diploma graduate, business owner and founder of a caregiving training institute in Bangladesh, with more than 20 years’ industry experience.
Master of Applied Finance graduate and Director at BDO Sydney, specialising in governance, risk and assurance across financial services.
Date: Tuesday, 3 March
Time: 1:30pm AEDT
Location: Online (Zoom)
The webinar will include practical leadership insights, reflections on career growth, discussion on the impact of education in finance, and an interactive Q&A session.
Now
9 March
25 March
29 May
Kaplan Professional is offering eligible Graduate Diploma of Financial Planning alumni a limited-time opportunity to upgrade to the Master of Financial Planning at a fixed alumni price of $5,000.
This exclusive offer enables alumni to complete their remaining four subjects – two core subjects (FPC009 Complex Financial Planning and KAP001 Capstone Project) and two electives – at a substantially reduced cost compared to standard postgraduate tuition fees.
To access the offer, eligible alumni must enrol and commence their first subject by the Study Period 2 census date, 25 March 2026.
Upgrading to the Master’s degree provides advisers with the opportunity to deepen technical expertise, broaden strategic capability and position themselves strongly as professional standards across the industry continue to rise. The program also supports progression toward additional professional designations.
Full details, including subject structure, study plans and application steps, are available below.