Kaplan Professional has developed clear pathways for individuals looking to elevate their career within the financial planning industry. Kaplan Professional is currently reviewing the pathways to attain a degree and a designation as a result of the recent FASEA announcement.
Financial planners seeking a professional designation are required to undertake a postgraduate course. For more information on Kaplan’s financial planning postgraduate courses refer to our postgraduate courses.
Have you considered a professional designation with the AFA? Switch on your leadership thinking with the AFA FChFP. This designation provides participants with comprehensive and innovative business framework to support their business and professional vision. Topics covered include:
- Business Strategy
- Client Experience
- Advanced Financial Solutions
- Professional Conduct & Governance
Continuing professional development (CPD) of your knowledge and skills is essential to remaining compliant under ASIC’s Regulatory Guide 146 (RG 146).
Kaplan offers CPD training through Ontrack — our online CPD platform — which delivers monthly multimedia training, along with tracking and reporting capabilities.
Kaplan’s CPD training is recognised and accredited by the AFA, FPA and SPAA.
The FPA have assessed the Advanced Diploma of Financial Planning subjects and awarded CPD hours to the following subjects:
DFP5 – Tax for Financial Advising – 16 CPD hours
DFP6 – Estate Planning – 9.25 CPD hours. Tax (TPB CPD) Tax – 9.25 hours
DFP7 – Client Engagement Strategies – 12 CPD hours
DFP8 – Advanced Financial Planning – 15.25 CPD hours. Tax (TPB CPD) Tax – 15.25 hours
Professional dimensions covered include Capability, Critical Thinking, Attributes and Performance, Professional Conduct and Reflective Practice.
The AFA have assessed the Advanced Diploma of Financial Planning subjects and awarded CPD points to the following subjects:
DFP 5 – Tax for Financial Advising – 15.0 CPD points
DFP 6 – Estate Planning – 12.5 CPD points
DFP 7 – Client Engagement Strategies – 15.0 CPD points
DFP 8 – Advanced Financial Planning – 15.0 CPD points
To learn more about our RG 146 compliance offerings, visit the CPD page for more information, or contact our CPD support team on 1300 527 526.
*Provided you complete the following two electives: FPE011 Debt Strategies and FPE016 Self Managed Superannuation Funds.