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Kaplan Professional is proud to partner with the Financial Advice Association Australia (FAAA), which allows individuals to combine our FAS-approved Master of Financial Planning with the CFP® Certification Program.

The professional pathway is available to individuals who wish to obtain both Kaplan Professional’s Master of Financial Planning and the FAAA’s CFP® designation.

This pathway requires individuals to successfully complete 10 core subjects and 1 elective subject from Kaplan Professional’s Master of Financial Planning. The final elective subject – CFP® certification unit – is completed with the FAAA.

 

  1. FPC001B Economic and Legal Context for Financial Planning
  2. FPC002B Ethics and Professionalism in Financial Advice
  3. FPC003 Superannuation and Retirement Advice
  4. FPC004 Insurance Advice
  5. FPC005 Estate and Succession Planning
  6. FPC006 Taxation for Financial Planning
  7. FPC007B Client Engagement Skills
  8. FPC008 Investment Advice
  9. FPC009 Complex Financial Planning
  10. General elective 1
  11. KAP001: Capstone Project
  12. General elective 2 (CFP® certification unit completed with the FAAA)

On completion of the pathway and once the CFP® Certification Program industry experience requirements are met, individuals will be eligible to apply for the CFP® designation.

You’ll be granted advanced standing into the Master of Financial Planning. This means Graduate Diploma of Financial Planning graduates will be required to complete just four more subjects and Graduate Certificate of Financial Planning graduates required to complete eight more subjects*.

*This is based on Kaplan Professional’s postgraduate financial planning qualifications. Qualifications completed elsewhere will be assessed for advanced standing on a case-by-case basis.

For full details about the Certified Financial Planner® certification please visit the FAAA website.

 

 

Interested in combining the Master of Financial Planning with the CERTIFIED FINANCIAL PLANNER CFP® certification?

Our knowledgeable Course Advice team is here to answer your questions and support you with your study plan, including subject selection and enrolment.  Complete the form below to request a call or to ask a question.

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