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Home > Courses > General Advice Specialisation — Superannuation
Kaplan Professional’s General Advice Specialisation — Superannuation course is for those seeking to be job-ready for customer-facing roles in the superannuation industry. This course is designed to meet essential RG146 general advice requirements and develop individuals’ expertise in engaging clients effectively and confidently deliver general advice. It forms part of Kaplan Professional’s learning strategy to develop individuals from general advice roles through to personal (relevant) advice. Receive a digital badge upon completion.
In partnership with the Industry Fund Services.
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STUDY MODE
100% online
NUMBER OF SUBJECTS
3
NEXT INTAKE
Enrol and start anytime
COURSE FEE
$1,510.00
AVAILABLE LOANS
N/A
AQF LEVEL
COURSE DURATION
Maximum of 48 weeks (including resubmission time where applicable)
ACCREDITATION
PROVIDER ID
Be job-ready to confidently deliver general advice in a customer-facing role within the Superannuation industry
The General Advice Specialisation — Superannuation course is specifically designed to prepare individuals to confidently engage and deliver general advice to superannuation clients. This specialisation course fulfills essential RG146 general advice requirements and provides an understanding of key superannuation principles and the broader financial services sector. It goes a step further to help professionals understand the intricacies of effective client relationships, so that they are job-ready for customer facing roles. It forms part of Kaplan Professional’s learning framework to develop individuals from general advice roles through to personal (relevant) advice, and on completion, individuals may wish to undertake further studies in Kaplan Professional’s financial advice suite of programs.
This course offers fully online study, providing individuals with a range of resources such as interactive multimedia modules, downloadable PDF course materials, review quizzes and other engaging materials. Individuals will benefit from access to a dedicated online tutor forum staffed by industry experts where they are able to post questions and hold discussions about the course content.
If individuals are new to the superannuation industry, then it is recommended they complete the Superannuation Industry Induction module accessible via the Ontrack continuing education platform prior to enrolling in the General Advice Specialisation — Superannuation course.
This is a non-accredited course with no units of competency.
Receive the General Advice Specialisation – Superannuation digital badge when you complete this course. Click here to learn more about digital badges.
To complete the General Advice Specialisation — Superannuation course, you must complete three (3) subjects consisting of:
On successful completion of the General Advice Specialisation — Superannuation course, individuals should be able to:
Please refer to the individual subject pages for subject learning outcomes:
Tier 1 Compliance Solution – Generic Knowledge GAS-Super
Tier 1 Compliance Solution – Superannuation GAS-Super
Client Engagement in Financial Services
Please refer to the individual subject pages for topics:
You may enrol in these subjects at any time and begin studying immediately on enrolment. Learning is self-paced.
This program forms part of Kaplan Professional’s learning framework to develop superannuation individuals from commencement, through general advice roles to personal (relevant) advice. Upon completion of this program, individuals may seek to apply for admission into Kaplan Professional’s postgraduate financial planning qualifications, such as the Graduate Certificate or Graduate Diploma of Financial Planning or undertake other financial advice-related studies.
There are no entry requirements to enrol directly in the General Advice Specialisation — Superannuation course.
Individuals are required to be aged 18 years or older to enrol in this course.
Individuals who are in Australia on a student visa are unable to enrol in this course. If you are in Australia on a visa and wish to enrol, you need to ensure you are enrolling in accordance with the study conditions of your visa.
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 and oral 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 mail@kaplan.edu.au.
In order to complete your studies with Kaplan Professional, you are assumed to have the following skills and access relating to technology:
Skill requirements
To successfully complete this qualification, individuals will require basic computing skills. This may include:
You may enrol in the subjects in this course at any time and begin studying immediately.
You will enrol subject by subject to receive a Certificate of Completion for each subject. Upon completion (or applicable exemption) of all subjects in the course, you will be issued with a Certificate of Completion for the course, as well as your digital badge.
Note:
To enrol online, please follow these steps:
IMPORTANT:
Individuals must enrol in all three subjects of the General Advice Specialisation — Superannuation. Individuals should complete Tier 1 Compliance Solution – Generic Knowledge GAS-Super before enrolling into Tier 1 Compliance Solution – Superannuation GAS-Super or Client Engagement in Financial Services. It is recommended that individuals complete their studies in this order.
Note: If you are awarded an exemption for a subject, you can continue to study your remaining subject/s.
This subject is delivered online via Kaplan Professional’s learning management system, Kaplearn.
You will receive login details to KapLearn on enrolment. When you log on to KapLearn, you are able to access the subject notes, assessments and additional learning materials. This includes media, case studies, practice activities and your online tutor.
Assessments are accessed and submitted through KapLearn.
Corporate clients should contact our Corporate Solutions team at corporate@kaplan.edu.au to discuss delivery options and how we can further tailor our training to meet your business needs.
Individuals may be exempt from studying Tier 1 Compliance Solution – Generic Knowledge GAS-Super and Tier 1 Superannuation General advice within this course.
You may be exempt from studying this subject as part of the General Advice Specialisation – Superannuation course if you have previously completed any of the following:
If your prior Tier 1 Generic Knowledge was completed at Kaplan Professional, your exemption towards the General Advice Specialisation – Superannuation course will automatically be applied upon enrolment into Client Engagement in Financial Services.
If your prior Tier 1 Generic Knowledge was completed through an RTO, or equivalent studies were completed through a Diploma or higher qualification, your exemptions towards the General Advice Specialisation – Superannuation course will be applied upon submission of certified supporting evidence and a completed application form available here.
Note: Studies completed between 5 – 10 years prior to enrolment into General Advice Specialisation – Superannuation course may require the completion of a challenge exam in addition to supporting evidence. Studies completed outside of 10 years will be assessed on a case-by-case basis.
If you completed Tier 1 Superannuation General Advice with Kaplan Professional, your exemption towards the General Advice Specialisation – Superannuation course will be applied upon enrolment into Client Engagement in Financial Services.
If you completed Tier 1 Superannuation General Advice through an alternative RTO, or equivalent studies were completed through a Diploma or higher qualification, your exemptions towards the General Advice Specialisation – Superannuation course will be applied upon submission of certified supporting evidence and a completed application form available here.
This subject is not eligible for any exemptions.
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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Kaplan Professional is a leading provider of education in Australia, providing learning solutions to over 45,000 professionals annually – this includes 1,500 corporate clients, incorporating all the major banks and leading financial services providers in the country.
You have access to KapLearn – your interactive and state-of-the-art online learning environment – anytime and anywhere. The convenience and flexibility will empower you to plan your study time around the rest of your day, instead of the other way around. Engage with the latest in 100% online digital learning, including discussion forums, interactive notes, online research journals, real-world case studies and diverse multimedia content.
Interact with dedicated forum tutors who are industry experts. Receive guidance on any subject matter queries, your approach to assessments, among other matters.
You can count on diligent and prompt support from a dedicated Student Advice team who are always a phone call or email away. The team is experienced, knowledgeable and specifically in place to support those who are studying at the postgraduate level.
Your qualification is designed and delivered by industry experts and leading practitioners, ensuring learning can be immediately applied to your professional practice. Content is designed to be practical and relevant, based on contemporary case studies and the latest industry insights and trends.
General Advice Specialisation — Superannuation course fee (all three subjects bundled): $1,510 (GST free)
Individual subject fees (if enrolling separately as not as part of the course):
For additional study-related fees, please click here.
We prioritise our students' mental and physical health, creating a supportive environment for learning success.
Our dedicated support teams are here to support you throughout your studies.
Our engaging and interactive learning resources support flexible and self-paced learning experiences for our students.
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Kaplan Professional is offering education update presentations for advice firms – available online or in person – designed to help advisers navigate the evolving professional landscape.
The financial advice profession is rarely a straight path. Increasing regulation, rising client expectations, technological change and higher professional standards mean advisers must continually adapt to remain relevant and competitive.
This presentation maps the full career lifecycle of an adviser – from entry into the profession through to specialisation, leadership and long-term sustainability. At each stage, we explore the capabilities required, the common challenges advisers face, and the role education plays not just as a compliance requirement, but as a strategic enabler of professional growth.
• Education pathways from entry to senior leadership
• How capability requirements evolve across career stages
• The shift from minimum standards to advanced technical and strategic expertise
• The role of ongoing education in building resilience, sound judgement and sustainable careers
Designed for adviser teams and leadership groups, this presentation provides practical insights into how structured learning supports long-term performance, professionalism and business sustainability.
To book an education update session for your advisers please contact your Corporate Relationship Manager to arrange a suitable time.
Date: Wednesday, 11 March
Time: 1:00pm – 3:00pm AEDT
Fee: $280
Where: Online (Zoom)
Host: Matthew Farley
A certificate of attendance outlining CPD hours will be awarded at the conclusion of this workshop. A full list of topics is available on our website.
Date: Thursday, 19 March
Time: 1:00pm – 3:30pm AEDT
Fee: $340
Host: Dr Jenny Diggle
Kaplan Professional has expanded the Financial Adviser Accelerator Suite with a new set of practical topics designed to further strengthen capability across both technical and client engagement areas.
As client expectations continue to rise and advice scenarios become more complex, early career advisers must combine sound technical knowledge with strong communication skills and thoughtful decision-making. The latest additions to the suite support this ongoing professional development.
Practical frameworks to enhance credibility, strengthen adviser presence and build more meaningful, long-term client relationships.
Structured approaches to assessing appropriate cover, modelling client scenarios and supporting well-reasoned, client-centred risk advice.
Applying probability-based thinking to improve strategic judgement and support more confident decision-making in uncertain environments.
These additions build on the Financial Adviser Accelerator Suite focus on applied, real-world learning, equipping advisers with skills that can be immediately implemented in practice.
The ongoing expansion of the Financial Adviser Accelerator Suite reflects Kaplan Professional’s commitment to supporting advisers as they continue to develop deeper expertise and deliver high-quality, client-focused advice.
For advisers who have now met the education standard, the focus shifts from compliance to opportunity.
Kaplan Professional offers clear pathways to build on the bridging courses and subjects already completed and convert that study into a full, recognised qualification. Advisers who have completed individual units toward the education standard may be eligible to articulate into the Graduate Certificate in Financial Planning or Graduate Diploma of Financial Planning, formalising their academic achievement and strengthening their professional standing.
From there, eligible Graduate Diploma alumni can upgrade to the Master of Financial Planning, completing the remaining subjects to attain a postgraduate qualification that positions them above the minimum regulatory requirement. The Master’s program also provides direct pathways toward leading professional designations, including CFP® and SSA®, enabling advisers to align academic progression with industry-recognised credentials.
Advisers who have completed the Graduate Diploma of Financial Planning are already eligible to obtain leading professional designations through the College for Financial Planning®. This includes globally-recognised credentials such as the Accredited Behavioural Finance ProfessionalSM (ABFP®) and Chartered Retirement Planning CounsellorSM (CRPC®) designation.
No further study is required to meet the education component for these certifications, allowing advisers to leverage their existing qualification to secure respected professional recognition and further strengthen their standing in the industry.
Beyond core qualifications, Kaplan Professional also offers access to additional specialist electives and professional designation pathways, allowing advisers to differentiate in areas such as superannuation, retirement, ethics and client strategy.
In short, completing the education standard doesn’t have to be the end point. With Kaplan Professional, it can be the foundation for higher qualifications, respected designations and long-term career progression.
Contact your Corporate Relationship Manager to discuss the education options and pathways for your adviser network. Alternatively, contact 1300 135 798 (option 2) or email courseadvice@kaplan.edu.au.
Kaplan Professional will host a special Women in Finance webinar on Tuesday, 3 March, celebrating the achievements, leadership and career journeys of women shaping the financial services industry.
The session will explore leadership, career progression and the role education has played in supporting professional success across diverse areas of the sector.
Graduate Diploma of Financial Planning dux, two-time Olympian and Financial Adviser at HLB Mann Judd.
Graduate Diploma graduate, business owner and founder of a caregiving training institute in Bangladesh, with more than 20 years’ industry experience.
Master of Applied Finance graduate and Director at BDO Sydney, specialising in governance, risk and assurance across financial services.
Date: Tuesday, 3 March
Time: 1:30pm AEDT
Location: Online (Zoom)
The webinar will include practical leadership insights, reflections on career growth, discussion on the impact of education in finance, and an interactive Q&A session.
Now
9 March
25 March
29 May
Kaplan Professional is offering eligible Graduate Diploma of Financial Planning alumni a limited-time opportunity to upgrade to the Master of Financial Planning at a fixed alumni price of $5,000.
This exclusive offer enables alumni to complete their remaining four subjects – two core subjects (FPC009 Complex Financial Planning and KAP001 Capstone Project) and two electives – at a substantially reduced cost compared to standard postgraduate tuition fees.
To access the offer, eligible alumni must enrol and commence their first subject by the Study Period 2 census date, 25 March 2026.
Upgrading to the Master’s degree provides advisers with the opportunity to deepen technical expertise, broaden strategic capability and position themselves strongly as professional standards across the industry continue to rise. The program also supports progression toward additional professional designations.
Full details, including subject structure, study plans and application steps, are available below.