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Home > Subjects > FPC009 – Complex Financial Planning
Complex Financial Planning focuses on integrating theory and knowledge in series of case studies involving complex financial planning scenarios.
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STUDY MODE
100% online
AQF LEVEL
9
NEXT INTAKE
29 Apr 2024
SUBJECT DURATION
12 weeks
SUBJECT FEE
$2,600.00
This subject focuses on integrating theory and knowledge in series of case studies involving complex financial planning scenarios. The subject exposes students to client portfolios with advanced investment strategies as well as client scenarios where a combination of strategies may be required to appropriately address complex financial planning requirements. Students will follow a fictitious case study to apply their understanding of advice methodologies when analysing client data, gathering file notes and preparing and presenting a Statement of Advice (‘SoA’).
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On successful completion of this subject, individuals should be able to:
Kaplan Professional has assessed this subject. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au.
There is no prescribed text for this subject. Individuals are provided with key readings and access to Kaplan’s online databases. Individuals are encouraged to research and read widely on the topic.
Click here for an assessment timetable.
Kaplan Professional assumes that individuals have completed FPC001B Economic and Legal Context for Financial Planning, FPC002B Ethics and Professionalism in Financial Advice, FPC003 Superannuation and Retirement Advice, FPC004 Insurance Advice, FPC005 Estate and Succession Planning, FPC006 Taxation for Financial Planning, FPC007B Client Engagement Skills and FPC008 Investment Advice, or understand the content covered in those subjects, prior to undertaking FPC009 Complex Financial Planning.
Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan Professional course and have completed the following subjects:
11 Dec 2023 - 29 Mar 2024
❌ Enrolments now closed
Early access opens 11 December 2023
Early access to assessments 21 December 2023
Study period commences 8 January 2024
Enrolments close/census 24 January 2024
Study period ends 29 March 2024
Assessment dates See assessment information
5 Feb 2024 - 24 May 2024
Early access opens 5 February 2024
Early access to assessments 19 February 2024
Study period commences 4 March 2024
Enrolments close/census 20 March 2024
Study period ends 24 May 2024
1 Apr 2024 - 19 Jul 2024
✓ Enrolments open now
Early access opens 1 April 2024
Early access to assessments 15 April 2024
Study period commences 29 April 2024
Enrolments close/census 15 May 2024
Study period ends 19 July 2024
3 Jun 2024 - 20 Sep 2024
Early access opens 3 June 2024
Early access to assessments 17 June 2024
Study period commences 1 July 2024
Enrolments close/census 17 July 2024
Study period ends 20 September 2024
29 Jul 2024 - 15 Nov 2024
Early access opens 29 July 2024
Early access to assessments 12 August 2024
Study period commences 26 August 2024
Enrolments close/census 11 September 2024
Study period ends 15 November 2024
30 Sep 2024 - 17 Jan 2025
Early access opens 30 September 2024
Early access to assessments 14 October 2024
Study period commences 28 October 2024
Enrolments close/census 13 November 2024
Study period ends 17 January 2025
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