Menu

Financial Planning

Kaplan Professional is a leading Australian provider of education, training and learning solutions to the 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.

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.

Vocational Education

Entry-level qualifications for individuals seeking to pursue a career in the financial services industry, including RG 146 compliance Completion of a Diploma of Financial Planning (FNS50615) will grant individuals entry into our higher education financial planning pathway and provides students with RG146 Tier 1 compliance.

Entry-level qualification for an individual seeking to pursue a career in the financial services industry.

Entry requirements: No minimum entry requirements

Learn more >

Builds upon the competencies gained in Kaplan Financial Planner Level 1. Ideal course for senior planners that provides a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues, innovative strategies and successful client engagement.

Entry requirements: Financial Planner Level 1

Learn more >

Higher Education (postgraduate)

Purpose-built qualifications designed and developed in consultation with industry experts that offer contemporary teachings in financial advice strategy and theory. This results in a learning methodology that combines advanced technical rigour with practical and relevant performance-focused outcomes.

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

Learn more >

An eight-subject postgraduate qualification set at AQF Level 8, which is embedded within the FPEC/FASEA-approved Master of Financial Planning and enables you to satisfy the eight-unit requirement proposed by FASEA for existing financial advisers.

Learn more >

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

Learn more >

Pathways

Kaplan Professional is the first education provider in the industry to introduce pathways from the Diploma of Financial Planning through to our Master of Financial Planning. Wherever you are in your career or wherever you want to go, we offer a complete integrated pathway solution tailored to suit your individual career goals.

pathway-to-mfp

RG146 Compliance Solutions

Individuals wishing to provide financial product advice to retail clients are required to meet initial and ongoing educational requirements as outlined in ASIC Regulatory Guideline 146 (RG146). Kaplan Professional offers RG 146 compliance solutions in specialist knowledge areas.

 

Specialist Courses

Kaplan Professional offers training in a range of specialist areas, including Commercial Law, Tax for Financial Advising.