Category Archives: Professional Development

What Is A Graduate Diploma of Financial Planning? | Kaplan Professional

Graduate Diploma of Financial Planning: What is it and why should I study it?
Are you looking to meet the FASEA education standard? Whether you’re a new entrant to the industry, a career changer or an existing adviser, Kaplan Professional’s FASEA-approved Graduate Diploma of Financial Planning can help you meet education requirements to progress your financial planning career.
In this blog post, we cover what a Graduate Diploma of Financial Planning is and what the benefits of completing the qualification are.

What is a Graduate Diploma of Financial Planning?
Kaplan Professional’s FASEA-approved Graduate Diploma of Financial Planning is a higher education qualification set at the Australian Qualification Framework (AQF) level 8. This qualification consists of eight subjects, which are the first eight subjects of the Master of Financial Planning. The Graduate Diploma of Financial Planning is delivered 100% […read more]

Categories : Professional Development

What Is A Master of Financial Planning? | Kaplan Professional

Considering a career in financial planning? Do you already work in the industry and want to upskill and specialise in specific areas? Kaplan Professional’s FASEA-approved Master of Financial Planning may be the ideal qualification for you.
In this post, we discuss what a Master of Financial Planning is, whether it’s worth completing the qualification, and what potential career opportunities there are.

What is a Master of Financial Planning?
Kaplan Professional’s FASEA-approved Master of Financial Planning is a higher education qualification set at the Australian Qualifications Framework (AQF) level 9. This 100% online qualification has been developed in consultation with industry experts with a wealth of experience, ensuring practical and relevant learning rather than solely focusing on academic theory. The Master of Financial Planning consists of 12 subjects – 10 core subjects and two electives. It can be […read more]

Categories : Planning, Professional Development, Career, Personal Growth

Getting the most from your 300 hours of CFA® exam preparation

This blog post has been updated and was originally authored by Kaplan Schweser.

To have the best possible chance of passing each level of the CFA® exam, the CFA Institute recommends allocating a minimum of 300 hours towards preparation. It’s critical for your success to efficiently plan your study in advance, rather than cramming in the final weeks before the exam. In this blog, we share our top tips for how to use your 300 hours of study wisely to significantly increase your chances of passing the CFA exam.

Tip 1: Develop your study plan at least six months before the CFA exam
Many successful CFA charterholders credit their exam success to the early development of their study plan. Depending on the exam windows, we […read more]

Categories : Professional Development, CFA Exam

Financial planning courses in Australia: understanding your options

Considering a career in financial planning? If you’re seeking to upskill or change career paths, Kaplan Professional’s postgraduate financial planning qualifications can be completed 100% online at your own pace. With the flexibility to study across six annual intakes to suit your personal and professional commitments, now may be the ideal time for you to commence an online financial planning qualification. Here’s what you need to know about the recent changes in the Australian financial planning industry, and what qualifications are available and suitable for your circumstances.

Changes in the Australian financial planning industry

There has been significant upheaval in Australia’s financial planning industry recently, following the introduction of the Financial Adviser Standards and Ethics Authority’s (FASEA) professional standards and education requirements that took effect from 1 January 2019. These professional standards and education requirements will […read more]

Categories : Professional Development

I failed the CFA® exam – now what?

This blog post has been updated and was originally authored by Kaplan Schweser.
Every year, thousands of candidates sit the CFA® exam. The CFA charter is widely considered to be the ‘gold standard’ in the investment community, so it’s no surprise the intense difficulty of the exams can often lead to several candidates failing at least once. We understand how frustrating this can be for candidates who spend months preparing for the exams. However, it’s not all bad news. At least you’ve gained experience and understand the process if you do have to re-sit. This alone can support you and increase your confidence throughout your preparation.
If you need to re-sit the CFA exam, here’s what to keep in mind.

May 2021 CFA […read more]

Categories : Professional Development, CFA Exam

The rapidly changing financial advice world – an educator’s perspective

Kaplan Professional CEO Brian Knight shares six themes that are shaping the rapidly changing financial advice world from the perspective of the industry’s leading education provider.

The next six months
The most pressing issue facing the industry in the immediate future is the looming deadline of FASEA’s Financial Adviser Examination. The Federal Government recently announced they would grant an extension until September 2022 for advisers who had failed the FASEA exam twice.
Kaplan Professional welcomes any initiative that will provide assistance and support to advisers, especially those who genuinely wish to stay in the industry, and we remain committed to supporting all advisers to pass the FASEA exam.
FASEA has recently announced advisers will have the option to sit in November 2021 irrespective of the timing of their last sitting, so advisers will have two opportunities to sit the […read more]

Categories : Professional Development

Financial Advisers and meeting FASEA’s education standard – debunking the myths

As the industry’s largest and leading education provider, Kaplan Professional hears a diverse range of thoughts and theories about education. Often some of this commentary is simply incorrect and requires clarification. I wanted to use this opportunity to debunk some of these myths.

These answers are based on our experience of supporting our corporate clients and thousands of financial advisers around the country with the FASEA education requirements. This has helped Kaplan Professional to develop a thorough understanding of what it takes to help advisers manage and succeed with their studies. I hope this can provide advisers who are apprehensive or anxious with the confidence they need to make the decisions right for them.
Myth one: I haven’t started studying because the extensions mean I have plenty of time.
What must be remembered is many advisers have […read more]

Categories : Professional Development

Staying on track and motivated into the new year and beyond

After a break over the festive season, the new year is often a time when your motivation may feel like it’s at an all-time high. Whether you’re ready to conquer the year ahead or doing your best to prepare, we’ve put together our top advice for staying on track and motivated with your studies into the new year and beyond.
To help get the year off to a flying start, read our best tips below.

Set goals and break them down
The new year is a great opportunity to set goals and determine what you want to accomplish in the future. Goals play a key role in your success, whether they’re short-term or long-term, or you set them daily or monthly. One of the most valuable goal setting methods is ensuring your goals are SMART: specific, measurable, […read more]

Categories : Professional Development

How to prepare for an online proctored exam

Upskilling and advancing your knowledge has become more accessible and manageable through online courses, empowering you to plan study around your career. With online courses being one of the most convenient ways to study, online proctored exams have also become a popular option among education providers and students.

Firstly, what’s an online proctored exam and how does it work?
An online proctored exam is a supervised exam completed remotely from any location convenient for you, whether that be the comfort of your own home or office. All you need is a computer or laptop, so you don’t have to worry about attending a public exam centre. Online exams have the same rules and regulations as normal exams, so you’ll be monitored on video throughout the assessment by a remote supervisor.
Several benefits of online proctored exams include:

You […read more]

Categories : Professional Development

Why now is a great time to complete an online course

The ‘new normal’ means many of us are spending more time at home. For some of us, the extra time on our hands has been an opportunity to slow down and do the things we don’t often get the chance to do. For others, it’s been a time to focus on self-improvement and to keep as busy as possible.
If upskilling, changing your career path or furthering your education has been on your agenda for a while, you may want to consider the benefits of online study. Here are our top reasons to get started now.

Make the most of your extra time
One benefit of these uncertain times is the chance it might’ve given you to reflect on your future. You may also have extra room in your schedule to commit to completing an online course. […read more]

Categories : Professional Development, Alumni