Generic Knowledge entry requirements To meet the Generic Knowledge entry requirements for this course, you will need to demonstrate knowledge obtained through formal studies (completed within the last five years) of three of the four topic areas detailed below: Topic 1: The Australian financial system and economic environment Topic 2: Introduction to the Australian financial services industry and legislation Topic 3: Investment asset classes and mortgage loans Topic 4: General Insurance Language, Literacy and Numeracy (LLN) requirements 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 mail@kaplan.edu.au. Computing requirements Recommended browsersYou can access KapLearn using any of the browsers below, but it runs best on the latest versions: Firefox 3 or later Chrome 4 or later Safari 3 or later Internet Explorer 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: enable cookies enable JavaScript do not block pop-up windows Skill requirements To successfully complete this qualification, individuals will require basic computing skills. This may include: saving and editing Microsoft Office documents researching, accessing and searching the internet downloading and saving documents from websites uploading documents through websites participating in online discussions Individuals are required to be aged 18 years or older to enrol in this subject.
Tier 1 Compliance Solution - Financial Planning Download a brochure Course overviewFeesDurationEntry requirementsEnrolment information PathwaysAssessmentPoliciesCourse overviewAre you looking to become compliant in the Financial Planning knowledge area? Kaplan Professional, a leading national provider of education in financial services offers the Kaplan Professional Tier 1 general advice in the financial planning specialist knowledge area. This course provides individuals with the opportunity to develop the professional knowledge and skills (if required) to provide financial planning advice following a step–by–step process. The subject also introduces key areas of financial advice, including investment markets, taxation, social security, and retirement planning and risk management. Upon successful completion of this option, individuals will meet the education requirements of ASIC Regulatory Guide 146 for providing general advice in financial planning to retail clients. Please refer to the subject outline for more information: Tier 1 Financial Planning – General Advice FeesTier 1 Compliance Solution – Financial Planning General Advice: $270 (GST exempt) For additional study-related fees, please click here DurationIndividuals have a total of 12 weeks to complete the learning and assessment requirements from their initial enrolment date. An additional four weeks (4) per subject is available if required to resit an exam. Entry requirementsEducation requirements Individuals enrolling into Tier 1 Financial Planning – General Advice will need to have met the Generic Knowledge entry requirements prior to enrolling into this course. Individuals are also required to be aged 18 years or older to enrol into this course. Generic Knowledge entry requirements To meet the Generic Knowledge entry requirements for this course, you will need to demonstrate knowledge obtained through formal studies (completed within the last five years) of three of the four topic areas detailed below: Topic 1: The Australian financial system and economic environment Topic 2: Introduction to the Australian financial services industry and legislation Topic 3: Investment asset classes and mortgage loans Topic 4: General Insurance Language, Literacy and Numeracy (LLN) requirements 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 mail@kaplan.edu.au. Computing requirements Recommended browsersYou can access KapLearn using any of the browsers below, but it runs best on the latest versions: Firefox 3 or later Chrome 4 or later Safari 3 or later Internet Explorer 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: enable cookies enable JavaScript do not block pop-up windows Skill requirements To successfully complete this qualification, individuals will require basic computing skills. This may include: saving and editing Microsoft Office documents researching, accessing and searching the internet downloading and saving documents from websites uploading documents through websites participating in online discussions Individuals are required to be aged 18 years or older to enrol in this subject. Enrolment information Enrolment You may enrol into this course at any time and begin studying immediately on enrolment.* To enrol online, please follow these steps: In the ‘category’ drop down list select Financial Services – Tier 1 In the ‘Search by’ drop down list select subject If you just click search this will show all Tier 1 subjects and you will be able to enrol into multiple subjects Or You can search for the specific subject you are wishing to enrol into by entering the name of the subject and clicking search. Delivery 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 on 1300 728 505 to discuss face-to-face delivery options and how we can tailor our training to your business needs. * If you have not previously completed Generic Knowledge, please ensure you enrol into this subject as it is a prerequisite of the Tier 1 knowledge areas. PathwaysN/A AssessmentThe assessments for each subject are listed below: SubjectAssessmentAssessment Detail Tier 1 Financial Planning - General Advice1 ExamSupervised, open book multiple choice examination, four (4) attempts. Kaplan Professional exam venues You can sit your exam while being supervised in your workplace or online via Zoom by your nominated supervisor. Click here for more information. PoliciesStudent policies 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. Refund Policy Access our refund policy 1300 728 505 Enrol now
Generic Knowledge entry requirements To meet the Generic Knowledge entry requirements for this course, you will need to demonstrate knowledge obtained through formal studies (completed within the last five years) of three of the four topic areas detailed below: Topic 1: The Australian financial system and economic environment Topic 2: Introduction to the Australian financial services industry and legislation Topic 3: Investment asset classes and mortgage loans Topic 4: General Insurance Language, Literacy and Numeracy (LLN) requirements 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 mail@kaplan.edu.au. Computing requirements Recommended browsersYou can access KapLearn using any of the browsers below, but it runs best on the latest versions: Firefox 3 or later Chrome 4 or later Safari 3 or later Internet Explorer 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: enable cookies enable JavaScript do not block pop-up windows Skill requirements To successfully complete this qualification, individuals will require basic computing skills. This may include: saving and editing Microsoft Office documents researching, accessing and searching the internet downloading and saving documents from websites uploading documents through websites participating in online discussions Individuals are required to be aged 18 years or older to enrol in this subject.
