Financial Planning

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 performance-focused 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.

Vocational Education

Entry-level qualifications for individuals seeking to pursue a career in the financial services industry, including RG 146 compliance Completion of a FNS50615 Diploma of Financial Planning 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

Builds upon the competencies gained in the FNS50615 Diploma of Financial Planning. 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: FNS50615 Diploma of Financial Planning

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 FPEC-accredited Graduate Diploma of Financial Planning as part of the FASEA-approved Master of Financial Planning pathway.

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

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.

Pathways

Kaplan Professional has the unique ability to offer pathways from the FNS50615 Diploma of Financial Planning through to our FASEA-approved 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.

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KUDOS

Benchmark your knowledge against the industry with our adaptive and diagnostic assessment.

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Ontrack

Gain a competitive edge, stay up to date with industry changes, and meet ongoing compliance obligations.

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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.

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

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