Request a call
1300 662 203
Are you looking to gain specialised skills and knowledge in Margin Lending?
Kaplan Professional, a leading national provider of financial services education, offers the Margin Lending Specialist Course for individuals to gain an understanding of specialist margin lending knowledge.
This course introduces individuals to the concepts of margin lending as they apply to retail clients. Individuals will learn how to analyse, evaluate and choose margin loans and gearing strategies, and will gain an understanding of managing risk when dealing with retail client portfolios.
Please refer to the course outline for more information.
On successful completion of the Margin Lending Specialist Course, individuals should be able to:
Topic 1: Fundamentals and regulation of margin lending
Topic 2: Overview of gearing
Topic 3: The margin loan transaction
Topic 4: Assessing and managing financial risk in client portfolios.
Individuals have a total of:
Therefore, if an individual completes the learning and assessment, and the resubmission time in every subject is granted, the duration will be 16 weeks.
Individuals working in industry may be able to complete the course requirements in a shorter timeframe or less hours per week.
$250 (GST inclusive)
For additional study-related fees, please click here
There are no entry requirements for this course. However, it is recommended that individuals have completed Generic Knowledge in financial planning and have a broad understanding of financial planning fundamentals.
You should confirm your eligibility with your employer or licensee to provide margin lending advice to retail clients.
Individuals are required to be aged 18 years or older to enrol in this course.
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.
Recommended browsersYou can access KapLearn using any of the browsers below, but it runs best on the latest versions:
You may find it helpful to have more than one browser installed on your computer. If you experience problems using Kaplan’s online learning system, try using another browser.
Browser settings and supportFor the best user experience at Kaplan’s online learning system, select the following browser settings:
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.
To enrol online, please follow these steps:
This course is delivered online via Kaplan Professional’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 on1300 728 505 to discuss face-to-face delivery options and how we can tailor our training to your business needs.
The assessments for each subject are listed below.
Individuals may attempt the exam and/or submit their assignment at any time if they believe they are adequately prepared. Individuals will receive personal reminder emails as they approach their assessment deadlines.
Individuals must be deemed competent in all assessment items, including demonstrating competency in all of the exam questions, in order to be awarded their certificate of completion.
Individuals who complete the course will receive a Certificate of Completion .
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.
Terms and Conditions
Click here to access our terms and conditions.
Access our refund policy
1300 662 203