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Develop confident, job-ready advisers from day one
At a time when the demand for confident, client-ready talent has never been greater, Kaplan Professional delivers the most interactive, engaging and career-focused training program the financial advice industry has ever seen — purpose-built to develop capable advisers who are ready to make an immediate impact.
Designed around real advice scenarios, ensuring every concept is practical, relatable and ready to be applied
Each unit is purposefully designed around key advice themes to deliver focused, relevant and impactful learning
Builds core capabilities, so advisers can confidently engage with clients and immediately add value to a business
Shaped by industry experts to help advisers think, act and deliver like seasoned professionals from day one
Accelerates advanced skill development and a strong professional grounding for long-term career success
Scalable pricing supports individuals, small firms and larger organisations
Gain the skills and confidence to contribute from day one, with a structured program that signals professionalism and readiness to employers.
Interactive simulations, scenario-based learning, coaching and gamified content create a dynamic, hands-on experience to help you learn by doing, so you are prepared to engage with clients immediately.
Fast-track the development of core capabilities, including operating in an advice workplace, client communication and engagement, ethical decision-making, regulatory understanding, and quality assurance.
Grow a strong professional reputation, and thrive within a supportive community of mentors and rising stars, setting the stage for long-term career success.
Advisers are client-ready sooner – equipped with soft skills, compliance awareness and a strong grasp of the evolving advice landscape, enabling them to add value across client engagement, business development and team performance.
By building strong foundational skills, the program reduces onboarding time, training costs and early-stage risk – providing new advisers the confidence and clarity to deliver high-quality client service from the start, and the support to stay, contribute and grow.
Advisers are equipped with the soft skills, industry insight and confidence to integrate quickly, build trust, and stay – providing businesses a competitive edge and reducing turnover. The result is a stronger, more cohesive team that is ready to meet the demands of a rapidly evolving advice landscape.
Flexible pricing makes it easy to train one adviser or scale across your whole team – cost-effective and aligned to your business needs.
Developed with early-career professionals in mind, the structured topics focus on building essential client engagement skills and financial advice fundamentals. The program is structured around four key knowledge pillars, with each topic containing multiple modules.
Each topic is designed to be completed over six (6) weeks, with up to 12 weeks allowed for flexibility. Participants receive 20 hours of structured training per topic or five (5) hours of CPD. For new entrants, these topics form a core part of the 100 hours of structured learning required during the Professional Year.
$275 (Inc. GST) per person (corporate package/rate available)
Boost your confidence in client meetings and master key data-gathering techniques with this essential module.
Build essential personal workplace competencies and collaborative skills, ensuring advisers thrive in any professional setting.
Unlock your potential with insights into career pathways, industry expectations and essential skills such as compliance, client management and market awareness.
Step into financial advice with confidence, equipped to navigate real-world ethical challenges.
Equip yourself with the comprehensive knowledge and practical tools needed to navigate ASIC regulations, manage compliance risk and deliver legally sound, client-centric advice.