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Home > Subjects > FPC003 – Superannuation and Retirement Advice
The subject addresses the different aspects of superannuation, including contributions, benefits and income streams, as well as how superannuation is treated in death, divorce and bankruptcy.
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STUDY MODE
100% online
AQF LEVEL
8
NEXT INTAKE
25 Aug 2025
SUBJECT DURATION
12 weeks
SUBJECT FEE
$2,700.00
The subject addresses aspects of superannuation, including contributions, benefit payments and income streams, as well as how superannuation is treated in death, divorce and bankruptcy. Retirement planning products and strategies including types of superannuation funds, social security, equity release and aged care considerations.
The subject covers the requirements for written advice about superannuation and retirement strategies, concentrating on how to structure the various required elements as well as developing and incorporating appropriate recommendations. Students will examine client case studies so they can apply their understanding, when analysing and considering appropriate strategies in order to prepare and present a statement of advice.
Financial advisers seeking accreditation in specific knowledge areas should confirm education and training requirements for authorisation with their licensee. This subject has been taught and assessed at Australian Qualification Framework Level 8 and is a core subject within an approved qualification (Corporations (Relevant Providers Degrees, Qualifications and Courses Standard) Determination 2020).
Students are able to attend six online drop-in sessions, where students can ask questions to gain further clarification on key concepts and the assessments.
Students are encouraged to attend the drop-in sessions throughout the study period.
For more information, please refer to the subject outline
On successful completion of this subject, students should be able to:
Kaplan Professional has assessed this subject. Click here for the following CPD hours applicable from 1 January 2019 on successful completion of this course. For subjects or courses completed prior to this date, please contact Kaplan Professional’s CPD Support team on 1300 527 526 or pdmail@kaplan.edu.au.
The duration of this subject is one study period (12 weeks).
There is no prescribed text for this subject.
Individuals are provided with key readings and access to Kaplan Professional’s online databases. Individuals are encouraged to research and read widely on the topic.
Click here for assessment timetables.
Kaplan Professional assumes that individuals have completed FPC001B Economic and Legal Context for Financial Planning and FPC002B Ethics and Professionalism in Financial Advice, or understand the content covered in those subjects, prior to undertaking FPC003 Superannuation and Retirement Advice.
There are no equivalences for this subject.
If you’re working toward the 31 December 2025 FAS education deadline, our limited Intensive Study Period offering can help you stay on track without compromising quality or support. Complete one subject (FPC001B–FPC008) in a condensed six-week timeline, with weekly drop-in sessions and tailored study plans to keep you focused.
Whether you are enrolled in our postgraduate financial planning courses or looking to complete a stand-alone bridging subject, this is a flexible option for those who may need it.
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10 Feb 2025 - 30 May 2025
❌ Enrolments now closed
Early access opens 10 February 2025
Early access to assessments 24 February 2025
Study period commences 10 March 2025
Enrolments close/census 26 March 2025
Study period ends 30 May 2025
Assessment dates See assessment information
7 Apr 2025 - 25 Jul 2025
Early access opens 7 April 2025
Early access to assessments 21 April 2025
Study period commences 5 May 2025
Enrolments close/census 21 May 2025
Study period ends 25 July 2025
2 Jun 2025 - 19 Sep 2025
Early access opens 2 June 2025
Early access to assessments 16 June 2025
Study period commences 30 June 2025
Enrolments close/census 16 July 2025
Study period ends 19 September 2025
25 Aug 2025 - 14 Nov 2025
✓ Enrolments open now
Early access opens 28 July 2025
Early access to assessments 11 August 2025
Study period commences 25 August 2025
Enrolments close/census 10 September 2025
Study period ends 14 November 2025
11 Aug 2025 - 19 Sep 2025
Early access to assessments 28 July 2025
Study period commences 11 August 2025
Enrolments close/census 20 August 2025
27 Oct 2025 - 16 Jan 2026
Early access opens 29 September 2025
Early access to assessments 13 October 2025
Study period commences 27 October 2025
Enrolments close/census 12 November 2025
Study period ends 16 January 2026
Note: If this subject is undertaken as a standalone subject, no FEE-HELP is available.
FEE-HELP is available for individuals undertaking this subject as part of a qualification. Click here to find out if you’re eligible.
Click here for a full list of fees and allowances.
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We are pleased to announce that the following enhancements have been made to this subject:
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Our limited Intensive Study Period can help you stay on track
See further details in the key dates section below