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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.
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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.
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.