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Graduate Certificate in Financial Planning

4 higher core subjects
Graduate Diploma of Financial Planning
FAS approved

4 core subjects
Master of Financial Planning
FAS approved

2 core subjects and two elective subjects

About Financial Planning

Kaplan Professional is significantly invested in the industry and we’re a recognisable, familiar and trusted face. Kaplan Professional is highly experienced in delivering online education. We’ve been doing this for a long time and know what it takes to help financial advisers succeed.

Our vision is to continue to uplift the industry standard by delivering financial planning qualifications that are purpose-built, practical and relevant. We have a deep understanding of the dynamic Australian financial advice environment and embed this insight into our rigorous learning methodology that’s centred on the delivery of performance-focused outcomes.

Kaplan Professional’s financial services qualifications are accredited as vocational education or higher education qualifications under the Australian Qualifications Framework and range from certificate IV to masters level. We also offer initial and ongoing continuing professional development (CPD) to meet ASIC RG 146 and RG 206 requirements.

Higher Education

CRS1300149

Master of Financial Planning

Our online, FAS-approved Master of Financial Planning is a purpose-built higher education qualification set at AQF level 9. It’s designed and developed in consultation with industry experts, and combines advanced technical rigour with practical and relevant performance-focused learning outcomes.
CRS1200368

Graduate Diploma of Financial Planning

An eight-subject postgraduate qualification set at AQF Level 8 and FAS approved. Includes the first eight subjects of the FAS-approved Master of Financial Planning.
 

Graduate Certificate in Financial Planning

The online Graduate Certificate in Financial Planning, consisting of four subjects at AQF level 8, is created with input from top financial experts. This ensures that what you learn is practical, relevant, and can be applied right away in your professional work. This course is the ideal starting point if you want to complete the first four subjects of the Master of Financial Planning pathway.
 

FAS-approved Bridging Courses

Purpose built FAS bridging courses with practical and relevant outcomes that will benefit financial advisers in their professional practice.

Vocational Education

FNS60920

FNS60920 Advanced Diploma of Paraplanning

The FNS60920 Advanced Diploma of Paraplanning equips individuals for a paraplanning career, covering financial planning across diverse areas like Life Insurance, Managed Investments, and Superannuation. The course combines foundational knowledge, compliance expertise, and practical skills, supported by simulated practice and live tutor sessions.

Hear from our students and alumni

Every year hundreds of individuals graduate from Kaplan Professional and embark on their career journeys or continue to thrive in their existing careers. We’re proud of our student and alumni communities and everything they’ve achieved.

Hear first-hand from our students and graduates and discover why they chose to study online with Kaplan Professional.

Specialist Programs

 

Tier 2 Compliance Solution - RG146 Accreditation Program

The Tier 2 RG146 Accreditation Online training program is specifically 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.
 

Foreign Exchange Specialist Course

This course introduces individuals to the concepts of foreign exchange as they apply to retail clients. Individuals will gain an understanding of managing risk and tax requirements when dealing with retail client portfolios.
 

Tax for Financial Advising

This course explains how a financial adviser applies an understanding of the key aspects of taxation to assists clients to secure a financial future for themselves, their dependents, and their families.

Make a career change

Read our Financial Planning Course Guide and find out what a career in financial planning could mean for you. Learn about the different types of financial planning courses you can chose from to upskill and further your studies in the high-demand industry.