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

Kaplan Professional’s 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 practical and relevant outcomes.

Our financial services qualifications are accredited as vocational education or higher education qualifications under the Australian Qualifications Framework and range from Certificate IV through to masters level. We also offer initial and ongoing (CPD) compliance training to meet ASIC RG146 and RG206 requirements.

Pathways

Kaplan Professional has the unique ability to deliver pathways from the Diploma of Financial Planning through to our Master of Financial Planning. We’re committed to providing personalised education pathways to financial advisers who have previous study and work experience to ensure they are gaining the right education to suit their needs.

Support

Kaplan Professional is proud of our ability to support every adviser studying at the vocational or postgraduate level by arming them with the tools and resources they need to succeed throughout their education journey. We believe dedicated and focused support is essential in assisting busy advisers who may not have studied for some time, which is why we’ve worked incredibly hard to implement such a comprehensive structure.