Corporate Solutions

Customised solutions to meet your needs.

Kaplan Professional provides customised business solutions, from short courses through to accredited Certificate IV Qualifications to Masters Degrees. Kaplan’s scale and experience across the financial services sector means that corporate clients will benefit from the robust educational infrastructure of people, technology, intellectual property, systems and processes.

Kaplan supports individuals in their career journeys with opportunities to build on prior studies and work experience to attain higher level qualifications to meet role related needs. Kaplan is able to draw on global capability, resources and experience to provide innovative solutions and unique learning experiences. With Kaplan as your education and training provider, you’ll have access to an extensive pool of technical content both at a vocational and higher education level that can be tailored and delivered based on your organisation’s requirements.

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001926_Corporate Soultions Web Page_Icon_Customised Training

Kaplan Professional works collaboratively with some of the industry’s most prestigious corporate organisations to build customised training solutions driven by their learning objectives. Our vast experience and knowledge allows us to be flexible in our approach and delivery, providing our clients with a variety of comprehensive learning solutions, to specifically address their learning needs.

Our Business Development Managers will work with you to design and deliver appropriate training solutions to best suit your requirements, producing efficient, cost-effective outcomes. Kaplan focuses on building and maintaining solid relationships that provide a constant level of service and support to each and every organisation.

The training can be delivered at your premises or at an off-site training facility, ensuring consistent training throughout your organisation and across multiple franchises and locations.

We can also help you track progress via reflective reporting and assessments.

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In-house training is delivered through practical, face-to-face workshops facilitated by leading industry practitioners and can be tailored to the needs of your organisation.

In-house training offers an advantage in that it fosters team learning within a confidential environment where proprietary issues can be discussed enabling immediate and practical application of the training.

Kaplan Professional can deliver our existing courses to your organisation or customise a program specifically to your needs.

001926_Corporate Soultions Web Page_Icon_Off Site Training

Where available, Kaplan Professional may provide training rooms located in each capital city for a refreshing change and a way to inspire new learning.

Specialist programs

ACL Responsible Manager Forum


Workshops designed to help responsible managers, responsible executives, compliance managers, company directors and CEOs keep on top of current and emerging issues affecting licensees.

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AFSL Responsible Manager Forum


Workshops designed to help responsible managers, responsible executives, compliance managers, company directors and CEOs keep on top of current and emerging issues affecting licensees.

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Agile Compliance Training


Deliver compliance and soft skill training to your organisation with Kaplan Professional and Savv-e. Developed in conjunction with leading Australian organisations and specialist legal firms, the content is both legally approved and addresses the needs of businesses today.

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Funds Management Markets and Products


One-day workshop designed for new entrants to the funds management industry. The course is ideal for staff working for service provider organisations, master trusts or platform providers; and support staff working in customer service, marketing, IT and call centres will also benefit from attending this course.

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Financial Statement Fundamentals | Small and Medium Enterprises


The purpose of this course is for participants to establish a basic understanding of the financial reporting requirements, financial statements and how to assess small and medium enterprise financial performance.

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Understanding Financial Markets


One-day workshop designed for new entrants to the financial services industry seeking a comprehensive understanding of the operations of the industry, the financial products used within the industry, and the markets for these products.

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Foreign Exchange Specialist Course


Kaplan Professional, a leading national provider of education in financial services offers the Foreign Exchange Specialist course for individuals wanting to gain an understanding of specialist foreign exchange.

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Margin Lending Specialist Course


Kaplan Professional, a leading national provider of financial services education, offers the Margin Lending Specialist Course for individuals to gain an understanding of specialist margin lending knowledge.

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Understanding and Analysing Financial Statements


This course is designed to enhance an individual’s understanding of the main financial statements.

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China Ready Programs


Interactive, online programs that provide endorsed cultural awareness training, international certification and membership into China Ready and Accredited®.

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Vocational Education

Tier 1 Training Compliance


RG 146 will continue to apply to financial advisers who are authorised by their Australian financial services (AFS) licensee as an ‘existing provider’ until the new requirements apply to them.

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Tier 2 Compliance Solution – RG146 Accreditation Program


The Tier 2 RG146 Accreditation Online training program is designed for corporate organisations that require employees to hold accreditation in General and/or Personal Advice in basic deposit and non-cash payment products and/or general insurance.

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Bridging Courses

FPC001B Economic and Legal Context for Financial Planning


This subject focuses on key economic and commercial law concepts, including economic issues of current relevance and their impact on current economic market events.

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FPC002B Ethics and Professionalism in Financial Advice


This subject focuses on the ethical and professional obligations of financial advisers through the broad lens of ethical and professional theoretical frameworks.

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FPC007B Client Engagement Skills


This subject focuses on Behavioural Finance concepts to understand different types of behavioural biases that impact an individual’s financial decision-making.

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Are you an existing financial adviser looking to meet FASEA’s new education requirements?


Learn more about our FASEA-approved bridging courses and qualifications.

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Customised Solutions

  • Financial planning and compliance
  • General and life insurance
  • Investment and wealth management
  • Corporate finance/advisory
  • Financial markets and instruments
  • Funds management
  • Risk management
  • Financial statements and reports
  • Banking
  • Stockbroking
  • Mortgage broking and lending
  • Financial services law, regulation and ethics
  • Assessing your education and training so the right solution is delivered
  • Understanding the roles and functions of staff and their career development needs
  • Tailoring the training to your company’s specific requirements
  • Preparing training support materials
  • Offering flexible training options
  • Assessing and evaluating the effectiveness of the training
  • RG 146 compliance training
  • Vocational and postgraduate pathways
  • Technical content tailored to refresh or up-skill your staff
  • Management and leadership qualifications
  • Continuing Professional Development programs
  • Industry and market updates

Have questions? 


Let us help you navigate your next step. Talk to us about how we can offer you a tailored and personalised education pathway.

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