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Develop confident, job-ready advisers from day one
At a time when the demand for confident, client-ready talent has never been greater, Kaplan Professional delivers the most interactive, engaging and career-focused training program the financial advice industry has ever seen — purpose-built to develop capable advisers who are ready to make an immediate impact.
Designed around real advice scenarios, ensuring every concept is practical, relatable and ready to be applied
Each unit is purposefully designed around key advice themes to deliver focused, relevant and impactful learning
Builds core capabilities, so advisers can confidently engage with clients and immediately add value to a business
Shaped by industry experts to help advisers think, act and deliver like seasoned professionals from day one
Accelerates advanced skill development and a strong professional grounding for long-term career success
Scalable pricing supports individuals, small firms and larger organisations
Whether you are starting out in your financial advice career or supporting new talent, this flexible training program builds the confidence, knowledge and professionalism needed to contribute from day one.
Scenario based learning, interactive simulations and coaching create a dynamic, hands on environment where advisers develop practical skills that translate directly into client conversations.
Strengthen communication, ethical reasoning, regulatory understanding and workplace readiness to deliver quality advice and lasting client relationships.
Advisers become client ready faster, add measurable value across teams, and grow within a supportive network of mentors and rising professionals.
Accessible pricing and self-select topic options make it easy to upskill yourself or your entire team if you are responsible for training, supporting long term success across the advice profession.
Gain the skills and confidence to contribute from day one, with a structured program that signals professionalism and readiness to employers.
Interactive simulations, scenario-based learning, coaching and gamified content create a dynamic, hands-on experience to help you learn by doing, so you are prepared to engage with clients immediately.
Fast-track the development of core capabilities, including operating in an advice workplace, client communication and engagement, ethical decision-making, regulatory understanding, and quality assurance.Â
Grow a strong professional reputation, and thrive within a supportive community of mentors and rising stars, setting the stage for long-term career success.
Advisers are client-ready sooner – equipped with soft skills, compliance awareness and a strong grasp of the evolving advice landscape, enabling them to add value across client engagement, business development and team performance.
By building strong foundational skills, the program reduces onboarding time, training costs and early-stage risk – providing new advisers the confidence and clarity to deliver high-quality client service from the start, and the support to stay, contribute and grow.
Advisers are equipped with the soft skills, industry insight and confidence to integrate quickly, build trust, and stay  – providing businesses a competitive edge and reducing turnover. The result is a stronger, more cohesive team that is ready to meet the demands of a rapidly evolving advice landscape.
Flexible pricing makes it easy to train one adviser or scale across your whole team – cost-effective and aligned to your business needs.
Developed with early-career professionals in mind, the structured topics focus on building essential client engagement skills and financial advice fundamentals. The program is structured around four key knowledge pillars, with each topic containing multiple modules.
01
02
03
04
Each topic is designed to be completed over six (6) weeks, with up to 12 weeks allowed for flexibility. Participants receive 20 hours of structured training per topic or five (5) hours of CPD. For new entrants, these topics form a core part of the 100 hours of structured learning required during the Professional Year.
$275 (Inc. GST) per person (corporate package/rate available)
Boost your confidence in client meetings and master key data-gathering techniques with this essential module.
Build essential personal workplace competencies and collaborative skills, ensuring advisers thrive in any professional setting.
Unlock your potential with insights into career pathways, industry expectations and essential skills such as compliance, client management and market awareness.
Step into financial advice with confidence, equipped to navigate real-world ethical challenges.
Equip yourself with the comprehensive knowledge and practical tools needed to navigate ASIC regulations, manage compliance risk and deliver legally sound, client-centric advice.
Gain the knowledge and skills to approach ASIC’s Financial Adviser Exam with confidence, while refining your judgement, reasoning, and problem-solving abilities.
Advisers will discover practical, evidence-based strategies to recognise and manage client biases, fostering trust and improving financial outcomes.
Learn evidence-based emotional intelligence strategies to engage authentically, self-regulate and grow professionally while adapting to the influence of AI technology in client-focused advice roles.
Advance your financial advice expertise by learning to solve complex client challenges with strategic, ethical and personalised solutions that build lasting client relationships and deliver measurable value.
Develop the skills to build trust, apply socially-responsible advice and communicate value with confidence. Strengthen client relationships through ethical, inclusive and technology-enabled engagement.
Develop practical strategies to calculate life insurance needs ethically, balancing client goals, affordability and long-term protection.
Develop a probabilistic mindset to navigate uncertainty, manage behavioural biases and make clearer, data-informed financial decision recommendations.
Learn how to determine appropriate life insurance cover by keeping client goals at the centre of your advice, balancing premiums with sustainability, and meeting your ethical obligations with confidence.
Kaplan Professional is offering education update presentations for advice firms – available online or in person – designed to help advisers navigate the evolving professional landscape.
The financial advice profession is rarely a straight path. Increasing regulation, rising client expectations, technological change and higher professional standards mean advisers must continually adapt to remain relevant and competitive.
This presentation maps the full career lifecycle of an adviser – from entry into the profession through to specialisation, leadership and long-term sustainability. At each stage, we explore the capabilities required, the common challenges advisers face, and the role education plays not just as a compliance requirement, but as a strategic enabler of professional growth.
• Education pathways from entry to senior leadership
• How capability requirements evolve across career stages
• The shift from minimum standards to advanced technical and strategic expertise
• The role of ongoing education in building resilience, sound judgement and sustainable careers
Designed for adviser teams and leadership groups, this presentation provides practical insights into how structured learning supports long-term performance, professionalism and business sustainability.
To book an education update session for your advisers please contact your Corporate Relationship Manager to arrange a suitable time.
Date: Wednesday, 11 March
Time: 1:00pm – 3:00pm AEDT
Fee: $280
Where:Â Online (Zoom)
Host: Matthew Farley
A certificate of attendance outlining CPD hours will be awarded at the conclusion of this workshop. A full list of topics is available on our website.
Date:Â Thursday, 19 March
Time: 1:00pm – 3:30pm AEDT
Fee: $340
Host: Dr Jenny Diggle
Kaplan Professional has expanded the Financial Adviser Accelerator Suite with a new set of practical topics designed to further strengthen capability across both technical and client engagement areas.
As client expectations continue to rise and advice scenarios become more complex, early career advisers must combine sound technical knowledge with strong communication skills and thoughtful decision-making. The latest additions to the suite support this ongoing professional development.
Practical frameworks to enhance credibility, strengthen adviser presence and build more meaningful, long-term client relationships.
Structured approaches to assessing appropriate cover, modelling client scenarios and supporting well-reasoned, client-centred risk advice.
Applying probability-based thinking to improve strategic judgement and support more confident decision-making in uncertain environments.
These additions build on the Financial Adviser Accelerator Suite focus on applied, real-world learning, equipping advisers with skills that can be immediately implemented in practice.
The ongoing expansion of the Financial Adviser Accelerator Suite reflects Kaplan Professional’s commitment to supporting advisers as they continue to develop deeper expertise and deliver high-quality, client-focused advice.
For advisers who have now met the education standard, the focus shifts from compliance to opportunity.
Kaplan Professional offers clear pathways to build on the bridging courses and subjects already completed and convert that study into a full, recognised qualification. Advisers who have completed individual units toward the education standard may be eligible to articulate into the Graduate Certificate in Financial Planning or Graduate Diploma of Financial Planning, formalising their academic achievement and strengthening their professional standing.
From there, eligible Graduate Diploma alumni can upgrade to the Master of Financial Planning, completing the remaining subjects to attain a postgraduate qualification that positions them above the minimum regulatory requirement. The Master’s program also provides direct pathways toward leading professional designations, including CFP® and SSA®, enabling advisers to align academic progression with industry-recognised credentials.
Advisers who have completed the Graduate Diploma of Financial Planning are already eligible to obtain leading professional designations through the College for Financial Planning®. This includes globally-recognised credentials such as the Accredited Behavioural Finance ProfessionalSM (ABFP®) and Chartered Retirement Planning CounsellorSM (CRPC®) designation.
No further study is required to meet the education component for these certifications, allowing advisers to leverage their existing qualification to secure respected professional recognition and further strengthen their standing in the industry.
Beyond core qualifications, Kaplan Professional also offers access to additional specialist electives and professional designation pathways, allowing advisers to differentiate in areas such as superannuation, retirement, ethics and client strategy.
In short, completing the education standard doesn’t have to be the end point. With Kaplan Professional, it can be the foundation for higher qualifications, respected designations and long-term career progression.
Contact your Corporate Relationship Manager to discuss the education options and pathways for your adviser network. Alternatively, contact 1300 135 798 (option 2) or email courseadvice@kaplan.edu.au.
Kaplan Professional will host a special Women in Finance webinar on Tuesday, 3 March, celebrating the achievements, leadership and career journeys of women shaping the financial services industry.
The session will explore leadership, career progression and the role education has played in supporting professional success across diverse areas of the sector.
Graduate Diploma of Financial Planning dux, two-time Olympian and Financial Adviser at HLB Mann Judd.
Graduate Diploma graduate, business owner and founder of a caregiving training institute in Bangladesh, with more than 20 years’ industry experience.
Master of Applied Finance graduate and Director at BDO Sydney, specialising in governance, risk and assurance across financial services.
Date:Â Tuesday, 3 March
Time:Â 1:30pm AEDT
Location:Â Online (Zoom)
The webinar will include practical leadership insights, reflections on career growth, discussion on the impact of education in finance, and an interactive Q&A session.
Now
9 March
25 March
29 May
Kaplan Professional is offering eligible Graduate Diploma of Financial Planning alumni a limited-time opportunity to upgrade to the Master of Financial Planning at a fixed alumni price of $5,000.
This exclusive offer enables alumni to complete their remaining four subjects – two core subjects (FPC009 Complex Financial Planning and KAP001 Capstone Project) and two electives – at a substantially reduced cost compared to standard postgraduate tuition fees.
To access the offer, eligible alumni must enrol and commence their first subject by the Study Period 2 census date, 25 March 2026.
Upgrading to the Master’s degree provides advisers with the opportunity to deepen technical expertise, broaden strategic capability and position themselves strongly as professional standards across the industry continue to rise. The program also supports progression toward additional professional designations.
Full details, including subject structure, study plans and application steps, are available below.
Develop the capability to make sound decisions in uncertain and complex environments. Using probabilistic thinking, you will explore how behavioural biases shape financial judgement and apply practical strategies to guide clients with greater clarity, discipline and long-term focus.
Develop practical client engagement capability to build trust, demonstrate social responsibility and strengthen client relationships. This topic equips you with the skills to apply ethical and ESG-informed advice, understand client behaviours and biases, and communicate the value of advice with clarity and confidence.
This topic equips financial advisers with the emotional intelligence skills needed to thrive in client relationships. Through self-regulation, empathy, resilience and reflective practice, advisers learn to manage stress, engage authentically,and grow professionally in a people-focused advice role, balancing emotional insight with the emerging influence of artificial intelligence.
Discover practical strategies to recognise and manage client biases, helping you strengthen trust and deliver advice that truly resonates. This topic equips advisers with evidence-based tools to transform behavioural insights into better financial outcomes for their clients.
Develop your ability to address complex client challenges through strategic, ethical and personalised approaches. This topic will help you build judgement, communication and reasoning skills to deliver advice aligned with clients’ goals, values and circumstances.
By completing this topic, you will be better prepared to sit ASIC’s Financial Adviser Exam and satisfy a key requirement to become a registered relevant provider. This topic also aims to enhance your problem-solving, critical thinking, and professional judgement skills.
This topic will help you gain practical knowledge of compliance requirements, learn how to mitigate regulatory risk, and understand how to effectively respond to ASIC inquiries or investigations.
This topic will also help ensure your long-term success as a compliant, ethical and client-focused professional in the financial advice industry.
This topic prepares advisers with practical tools to navigate ethical dilemmas in advice settings. Through real-world scenarios and reflective activities, advisers will build confidence applying the Financial Planners and Advisers Code of Ethics 2019 (Code of Ethics), managing professional judgement, and making sound ethical decisions.
Having chosen financial planning as a career path, this topic engages graduates with their future. Explaining the responsibilities of a new graduate in a financial advice firm, the content also highlights key client communication skills development for new advisers.
This topic of the Financial Adviser Accelerator Suite equips financial advisers with essential workplace competencies to thrive in any professional setting, as well as collaborative skills to navigate working with others in a team. It explores key personal attributes, effective goal setting, time management, impactful presentations, and continuous personal and professional development.
Additionally, the topic focuses on developing teamwork and communication skills, which are crucial for building strong professional relationships. By mastering these skills, advisers enhance their effectiveness, client satisfaction and overall success in the industry.
This topic will help you build confidence in client meetings and develop key data-gathering techniques by providing the essential tools for engaging in client conversations. Using real client scenarios, you will learn how to listen effectively, take insightful notes and ask the right questions to guide your clients through their financial journey.