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Have you completed a Diploma of Financial Planning FNS50615 and are contemplating enrolling in this qualification? We recommend you contact our knowledgeable and experienced Student Advice team to discuss the pathways available to you in more detail.
Get in touch directly on 1300 662 203 or firstname.lastname@example.org.
Kaplan’s Professional’s Financial Planner Level 2 course develops the advanced financial planning skills required to support clients with complex advice needs. This online course is a natural progression if you have completed the Kaplan Professional Financial Planner Level 1 course.
Kaplan Professional’s Financial Planner Level 2 course provides you with:
Following the inclusion of financial planners under the Tax Agent Services Act 2009 (TASA), Kaplan Professional’s DFP5 – Tax for Financial Advising subject meets the Tax Practitioner Board’s requirements for a Board approved course in Australian taxation law.
When you successfully complete DFP5–8, you are eligible for the nationally recognised Advanced Diploma of Financial Planning FNS60415.
The Advanced Diploma in Financial Planning FNS60415 is structured into four subjects. Subject outlines:
Unit of Competency
The 11 units of competency are awarded for the successful completion of the Advanced Diploma of Financial Planning FNS60415; 8 core and 3 electives. Further information on the units of competency can be found in the subject outlines above.
Individuals have a total of 57 weeks to complete the learning and assessment requirements for the Advanced Diploma of Financial Planning FNS60415, from their initial activation date.
If an individual reaches the end of their initial enrolment period and has been deemed not yet competent in one or more assessment items, then an additional 4 weeks will be granted. This time can be used to resubmit a written and oral assignment or resit an exam. The table below explains how this applies to each subject.
Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject is granted, the duration will be 69 weeks.
The Advanced Diploma of Financial Planning FNS60415 qualification DFP5–DFP8, must be completed within two years of your initial enrolment date.
The amount of training for this course may be up to 15 hours per week for DFP6 and up to 20 hours per week for DFP5, DFP7 and DFP8. The amount of training is the hours an individual can expect to spend to complete their course work and assessments.
In addition to the amount of training, individuals who are new to industry or vocational training could need up to 5 hours per week for DFP6 and up to 10 hours for DFP5, DFP7 and DFP8. This is known as unsupervised hours. These additional hours are for study skills or further research. For example, an individual not working in industry would need more time to review industry websites that are usually introduced in workplace compliance training. Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week.
This information is effective from 2 March 2018
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:
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 FNS60415 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 FNS60415 subjects and awarded CPD points to the following subjects:
DFP 5 – Tax for Financial Advising – 15.0 CPD pointsDFP 6 – Estate Planning – 12.5 CPD pointsDFP 7 – Client Engagement Strategies – 15.0 CPD pointsDFP 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.
Enrol directly into DFP5–8 for $1995 (GST exempt).
Individual subjects are $585 (GST exempt) each.
For additional study-related fees, please click here.
The entry requirement for this qualification is completion of the Financial Services units from the core of the Diploma in Financial Planning in the Financial Services Training Package FNS (e.g. Kaplan Professional’s Diploma of Financial Planning FNS50615).or
Completion of the sectoral core units and the regulatory unit FNSASICZ503 Provide advice in Financial Planning from the Diploma in Financial Planning in the Financial Services Training Package FNS10.
When completing DFP8 Advanced Financial Planning, although it is not a prerequisite, it is recommended that you have knowledge of securities, as the assignment incorporates tasks in this area of advice.
The entry requirement can be met by evidence of equivalent competency through mutual recognition (MR), recognition of prior learning (RPL) or recognition of current competency (RCC).
Please see information regarding our exemption service.
Note: If your previous study was obtained outside of Kaplan or you are seeking an RCC exemption, an exemption fee may apply to satisfy the entry requirements into this course. Refer to our fees document for further information regarding Kaplan’s exemption fees.
This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities and at times engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication.
If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email email@example.com.
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Audio recording app
You will need to use a free or paid audio-recording app on your phone, tablet or computer to record and submit your oral assignment. Most devices come with a free built-in audio/voice-recording app. More information should be available in your device manual or on the device manufacturer’s website. Below are help links for some popular devices.
To successfully complete this qualification, individuals will require basic computing skills. This may include:
You may enrol into this course at any time and begin studying immediately on enrolment, subject to prerequisites.
Enrol now >
Kaplan strongly recommends that DFP5–8 be completed in sequential order.
Recognition of Prior Learning (RPL)
Individuals may be able to obtain Recognition of Prior Learning (RPL) for a Kaplan Professional award subject based on their previous study and/or work experience. To do this, individuals must submit evidence demonstrating they have already met the requirements of the subject through other means.
Evidence can take many forms, such as information about approved study, information about work experience, certificates, transcripts or other credentials.
To find out if you are eligible for RPL, refer to our exemptions page.
This course is delivered online via Kaplan’s learning management system KapLearn.
You will receive login details to KapLearn upon enrolment. When you log on to KapLearn you are able to access the subject notes, assessments, additional learning materials such as media, case studies, practice activities and your online tutor.
Assessments are accessed and submitted through KapLearn.
Corporate clients should contact our Corporate Solutions Representative on 1300 728 505 to discuss face-to-face delivery options and how we can tailor our training to your business needs.
Education requirements for financial advisers
We encourage you to book a consultation over the phone to discuss the options and study pathways available to you in more detail. These consultations allow our experienced and knowledgeable team to understand your needs, identify the qualification most appropriate for you, and address your questions thoroughly.
Book a consultation >
Alternatively, you can get in touch directly on 1300 320 760 or firstname.lastname@example.org .
The assessments for each subject are listed below. Units of competency are co-assessed by topic within subjects, as listed in ‘Units of competency’.
• Written – A series of 7 activities spread across the subject topics which are compiled and submitted after the final task in Topic 5. The activities are generally brief in nature with a word limit applying to each.
• Oral – Oral questions and role play. The mode of oral assessment is by audio recording.
• Written – A major written assignment in which individuals prepare a compliant Statement of Advice for one or more clients whose circumstances are provided for them in a given case study.
• Simulated client presentation – Individuals present their Statement of Advice to a Kaplan Professional assessor as if the assessor is the client. The mode of oral assessment is by phone or Skype.
Individuals may attempt the exam and/or submit their assignment at any time if they believe they are adequately prepared. Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their qualification or course.
Individuals who successfully complete DFP 5, DFP6, DFP 7 and DFP 8 will be awarded the Advanced Diploma of Financial Planning (FNS60415) qualification.
To learn more about what to expect when completing an oral assignment using audio please click here.
To learn more about what to expect when completing an oral assignment using phone or Skype please click here.
You can sit your exam while being supervised in your workplace or at a Kaplan office. Click here for Kaplan Professional office exam times and venues.
Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.
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1300 662 203
1300 662 203