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Attain a postgraduate qualification in SMSF and a professional designation.
Kaplan Professional, in association with the SMSF Association, is offering the Graduate Certificate in Self Managed Superannuation Funds.
This new qualification provides you with specialist technical knowledge and critical skills necessary to efficiently and compliantly manage SMSFs for a range of clients.
By exploring behavioural finance to gain insights into investment decision-making, you will develop specialist knowledge and demonstrate best practice when guiding SMSF trustees through the various stages of the lifecycle of an SMSF. With the ability to select an elective relevant to your area of expertise, this unique qualification develops critical thinking, problem solving and communications skills in the complex and dynamic SMSF sector.
Applicants must meet ASIC requirements for RG 146 in a variety of Tier 1 areas, including Self Managed Superannuation Funds. Please check the entry requirements for more information.
Individuals who successfully complete SMS001 SMSF Best Practice, may be eligible for the SMSF Practitioner designation. In addition, students who successfully complete the Graduate Certificate of Self Managed Superannuation Funds (and include one of the following electives), may be eligible for either:
Who should enrol in this qualification?
Students are required to complete three (3) core subjects and one (1) elective subject.
3 core subjects:
1 elective subject:
Click here for full subject availability.
Students who successfully complete SMS001 SMSF Best Practice, may be eligible for the SMSF Practitioner designation. In addition, students who successfully complete the Graduate Certificate of Self Managed Superannuation Funds (and include one of the following electives), may be eligible for either:
When you study at Kaplan Professional , you pay as you go. So, you only need to pay for the subjects you intend to study each study period.
The fees listed below apply to all postgraduate subjects:
Click here for a full list of fees and allowances.
FEE-HELP is also available. Click here to find out if you’re eligible.
Applicants must demonstrate that they meet ASIC requirements for RG 146 in all of the following Tier 1 areas:
PLUS one (1) of the following criteria:
Entry Criteria A
Entry Criteria B
Entry Criteria C
Academic and/or professional qualifications demonstrating potential to undertake study at this level.
A relevant degree includes Accounting, Actuarial studies, Commerce, Economics, Finance and financial management.
Related industry experience
Related industry experience must include provision of Tier 1 financial advice.
For more information about RG 146 compliance, please refer to our courses:
Unsure if you meet the entry requirements? Contact us on 1300 135 798 or firstname.lastname@example.org.
Download a PDF of the 2018 timetable.
Download a PDF of the 2019 timetable.
Each Kaplan Professional postgraduate qualification has minimum entry requirements. Please ensure you meet the eligibility requirements required to enrol.
In order to complete your studies with Kaplan Professional, you are assumed to have the following skills and access relating to technology. Please click here to view our minimum technology requirements.
You may be able to obtain advanced standing for a Kaplan Professional subject based on your previous study, professional membership status and work experience.
Not all subjects are available in every study period so make sure you check your preferred subject is offered. Refer to the subject outline to understand hours of commitment and prerequisites.
Make sure you check the assessment timetable to ensure you are available to sit the assessment pieces.
You only pay fees for subject(s) in which you enrol each study period. Check the fee schedule for more information about fees.
You can enrol now and supply documentation to support your application for enrolment at a later date, within three weeks of your initial enrolment into the qualification.
On enrolment, new postgraduate students will be required to post an original certified copy of their previous studies.
If you are paying by cheque, utilising a deferral or have a preferred client code, you will need to download a copy of our paper-based enrolment form below.
Download a new student enrolment form >
Download a continuing student enrolment form >
Talk to a Student Adviser on 1300 135 798.
Click here to access student polices and forms.
Throughout your studies, you’ll be able to count on the helping hand of our knowledgeable and experienced Student Advice team, who are always a phone call or email away.
The Student Advice team will be in regular contact to keep you up to date with important information, as well as being able to assist with decisions about subject enrolments, completion pathways and general study advice.
If you have a condition or special learning need which impacts on your ability to study or to complete assessments, the following application processes are available to you:
Please make us aware of your circumstances at the time of your enrolment, or as soon as possible thereafter. Refer to the Assessment Policy for further information on both of these processes.
KapLearn is your virtual classroom where you can access your learning resources and activities. This enables you to connect to your course materials, industry experts and your fellow students. Contained within KapLearn are the following resources:
E-books are advanced digital versions of traditional subject notes, and use some of the latest technology to give you greater interactivity and accessibility throughout your studies.
E-books allow you to search for key words, highlight important content and write comments or calculations on the pages which you can print out and use for study purposes. You also have instant access to online learning resources such as online lectures, required readings and discussion forums.
In order to enhance the learning experience, students can access a number of presentations within their subject rooms. Depending on the learning resources required, subjects may incorporate the following:
Delivered by industry experts from Australia’s leading financial institutions they can be viewed online or downloaded as an MP3 allowing you to listen anytime, anywhere.
Each subject has an interactive discussion forum which gives you the opportunity to stimulate conversation, debate issues and share knowledge with other students. Each forum is facilitated by an industry practitioner who is a subject matter specialist who will guide you with your learning.
The Kaplan Library and Resource Centre provides a range of information and learning support resources, and research services to assist you in your studies. This includes access to online databases which contain full-text journal, magazine and newspaper articles, Australian company information and e-books.
Our library catalogue contains descriptive information about our book and e-book collections. The Library and Resource Centre also contains learning support materials to assist you with referencing including e-tutorials and quizzes; guides to using the databases; library policies; contact details for our preferred bookshops; and other useful resources.
Subjects require approximately 120 hours of student effort (11-12 hours per week). This includes time spent on activities, such as reading and review of subject materials, participating in e-learning activities, and assessment preparation and review.
At Kaplan Professional, our graduates prosper from courses that offer real world application, built by practitioners working in the field. But don’t take our word for it. Hear what some of our students have had to say about their Kaplan learning experience.
Erin Shields – Senior Financial Advisor at Dixon Advisory
Why did you choose Kaplan over other providers?
Kaplan has a solid reputation worldwide as a leader in educational courses and their specialty in online education provides the flexibility and accessibility necessary for people like myself who need to juggle work and their studies. I was confident that Kaplan would provide the content I wanted to learn, with the reputation to be recognised in the broader community.
What did you think of Kaplan’s course structure?
I loved that I was able to select subjects that were relevant and interesting to my career and interests. I appreciated the flexibility to pace myself through my studies, but was also grateful for the expectation that a topic should be completed within a respectable time period.
How has the course helped you in the workplace while studying?
Absolutely! The practical nature of the courses has greatly assisted me in devising strategies for my own clients. Kaplan’s courses appeal to a broad range of students, with courses providing the most basic introduction to a topic and compounding this knowledge into more complex theories and strategies; all of which are relevant and useful when providing advice.
Where are you now in your career and has this course helped you get there?
I am currently working as a Financial Advisor with Dixon Advisory, providing strategic advice to Australians to assist them to understand their goals and realise their financial objectives in a tax-effective and risk-appropriate way.
Jai Manzo – Associate Director at NAB
I chose Kaplan over other providers as it is an internationally recognised institution and provided me the ability to complete my studies online in my own time. This allowed me to balance studies and full-time work as I was able to study when and where I chose – even while overseas!
What did you think about Kaplan’s course structure?
The course structure, via the breadth of elective subjects provided, afforded me flexibility to tailor my studies towards building knowledge for my current role as well as for my future career aspirations. The course structure also focused on shared learning among students via discussion forums and team activities which provided invaluable opportunities to expand my professional network.
The real life industry case studies provided practical, relevant and up-to-date knowledge which I could apply immediately in my workplace. The delivery of these industry case studies by current industry practitioners and experts ensured a focus on knowledge for the workplace underpinned all subjects.
Where are you now in your career and has this course helped you to get there?
The course has played an integral role in progressing my career at NAB. The practical nature of subject content was tailored specifically to help me excel in the workplace and keep me up to date with industry requirements and issues.
Find out what more of our students had to say about studying with Kaplan.
“I can testify that its courses are first class in bringing the practicalities of the market and the real economy together in an understandable way which is materially beneficial to those involved in the financial services sector.
The key involvement of practitioners brings to life the vicissitudes of the economy and market such as the 1987 sharemarket crash, 1990’s recession, internet bubble and GFC, against a robust theoretical background. My experience is that this combination is unparalleled in the postgraduate financial services education marketplace and so cannot recommend it any more highly.”
Michael HeffernanKaplan Practitioner
“Kaplan courses equip students with the up-to-date knowledge and skills they need to reach their full potential. By learning directly from industry practitioners, students can immediately and practically apply the knowledge to their professional career.”
Peter RichardsSenior Financial PlannerCentric Wealth AdvisersKaplan practitioner
“The courses combine theory with practical examples and references to relevant situations in the market, so students can apply their learning on the spot. The insight into the finance sector provided by practitioners who earn their living in the industry is invaluable.”
Hamish Blair DirectorLeadenhall Corporate FinanceKaplan practitioner
“Kaplan’s postgraduate courses offer a unique mix of theory and real-life practical examples that provide students with an excellent base from which to develop and enhance their careers. Students have the ability to learn from a wide range of professionals who offer their own expertise and experience, which allows students the opportunity to build a competitive edge in today’s marketplace.”
Anthony LazzoppinaDirector Investment Banking, M&A AdvisoryBarclays CapitalKaplan practitioner
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1300 135 798
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