Online Financial Planning Programs

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 financial services providers in the country.

For over 20 years, Kaplan Professional has developed a respected reputation by educating and supporting the financial planning and wider financial services industry. We offer the most current version of the courses formerly delivered by the Securities Institute of Australia (SIA), the Financial Services Institute of Australasia (Finsia) and Tribeca.

Kaplan Professional is significantly invested in the industry and we’re a recognisable, familiar and trusted face. Kaplan Professional is highly experienced in delivering online education. We’ve been doing this for a long time and know what it takes to help financial advisers succeed.

Our vision is to continue to uplift the industry standard by delivering financial planning qualifications that are purpose-built, practical and relevant. We have a deep understanding of the dynamic Australian financial advice environment and embed this insight into our rigorous learning methodology that’s centred on the delivery of performance-focused outcomes.

Kaplan Professional’s financial services qualifications are accredited as vocational education or higher education qualifications under the Australian Qualifications Framework and range from certificate IV to masters level. We also offer initial and ongoing continuing professional development (CPD) to meet ASIC RG 146 and RG 206 requirements.

Higher Education

Master of Financial Planning | FASEA-approved


Purpose-built degree set at AQF level 9, which is FASEA approved. It’s designed and developed in consultation with industry experts, and combines advanced technical rigour with practical and relevant performance-focused learning outcomes.

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Graduate Diploma of Financial Planing | FASEA-approved


An eight-subject postgraduate qualification set at AQF Level 8 and approved by FASEA. First eight subjects of the FASEA-approved Master of Financial Planning.

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Graduate Certificate in Financial Planning


A four-subject higher education qualification set at AQF level 8 that provides a stepping stone into the FASEA-approved Graduate Diploma of Financial Planning as part of the FASEA-approved Master of Financial Planning pathway.

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Bridging Courses | FASEA-approved


Purpose built FASEA bridging courses with practical and relevant outcomes that will benefit financial advisers in their professional practice.

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Specialist programs

 

Kaplan Professional offers training in a range of specialist areas, including Commercial Law.

The AFA has proudly partnered with Kaplan Professional as their principal education partner. Click here to learn more about the AFA Professional Pathways.

Foreign Exchange Specialist Course


This course introduces individuals to the concepts of foreign exchange as they apply to retail clients. Individuals will gain an understanding of managing risk and tax requirements when dealing with retail client portfolios. Spot transactions, debt securities, forward markets and currency options will also be covered. 

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New Zealand Certificate in Business Studies (Financial Services pathway)


New Zealand’s leading online university has partnered with Kaplan Professional, to deliver the online Certificate in Business Studies (Financial Services pathway). Click here to learn more about this programme which is equivalent to the New Zealand Certificate in Financial Services (Level 5) version 2.

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RG146 Compliance Solutions


From 1 January 2019, FASEA’s new professional standards requirements for financial advisers will progressively replace training standards in Regulatory Guide 146 Licensing: Training of financial product advisers (RG 146). RG 146 sets out the minimum training standards for financial advisers.

RG 146 will continue to apply to financial advisers who are authorised by their Australian financial services (AFS) licensee as an ‘existing provider’ until the new requirements apply to them. Kaplan Professional offers RG 146 compliance solutions in specialist knowledge areas.

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KAPE

Kaplan Adviser Practice Exam | KAPE


We’re delighted to offer a range of exam preparation resources to help you prepare and practice prior to sitting FASEA’s Financial Adviser Examination. Gain access to an online preparation room as well as a practice exam, designed to simulate the structure, duration and exam conditions of the Financial Adviser Examination.

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CPD

Continuing Professional Development | Ontrack


As the learning partner of choice for corporate organisations around the country, Kaplan Professional has developed state-of-the-art technology and extensive expertise, allowing us to provide organisations and individuals with the platform, content and support they need to manage and meet their learning needs.

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Testimonials

Sandra Labio

Hear how Sandra managed to balance her Master of Financial Planning studies with a full-time career as a financial adviser.

Anthony Bonilla

Hear how Anthony has deepened his technical knowledge throughout his Master of Financial Planning studies, while balancing his extensive professional and personal commitments.

Have questions? 


Let us help you navigate your next step. Talk to us about how we can offer you a tailored and personalised education pathway.

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