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Home > Subjects > FPE011 – Debt Strategies
Debt Strategies focuses on creating and evaluating debt strategies to build wealth. Individuals reflect on the leading factors affecting various debt strategies to acquire assets and the related taxation, regulatory, superannuation and estate planning considerations.
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STUDY MODE
100% online
AQF LEVEL
9
NEXT INTAKE
29 Apr 2024
SUBJECT DURATION
12 weeks
SUBJECT FEE
$2,600.00
This subject focuses on creating and evaluating debt strategies to meet client objectives. Individuals examine various debt products used by clients in different life stages, and the key factors affecting the acquisition and management of debt as part of investment strategies. Individuals reflect on the suitability of debt strategies for different types of clients, and the related regulatory, taxation, superannuation and estate planning considerations. The subject is designed to equip students with skills in assessing the need and suitability of clients to take on debt as part of a financial planning strategy, and to assist them to manage the risks of debt.
Individuals are able to attend one-hour drop-in sessions with the tutor throughout the study period, where they can ask questions to gain further clarification on key concepts and the assessments.
Individuals are encouraged to attend the drop-in sessions throughout the study period.
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On the successful completion of this subject, individuals 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.
Taylor, S 2021, Financial planning in Australia – advice and wealth management, 10th edn, LexisNexis Butterworths, Chatswood, NSW. Available via ProQuest Ebook Central at Kaplan Library.
Click here for an assessment timetable.
Kaplan Professional assumes that individuals have completed FPC009 Complex Financial Planning, or understand the content covered in this subject, prior to undertaking FPE011 Debt Strategies.
There is no equivalences for this subject.
11 Dec 2023 - 29 Mar 2024
❌ Enrolments now closed
Early access opens 11 December 2023
Early access to assessments 21 December 2023
Study period commences 8 January 2024
Enrolments close/census 24 January 2024
Study period ends 29 March 2024
Assessment dates See assessment information
5 Feb 2024 - 24 May 2024
Early access opens 5 February 2024
Early access to assessments 19 February 2024
Study period commences 4 March 2024
Enrolments close/census 20 March 2024
Study period ends 24 May 2024
1 Apr 2024 - 19 Jul 2024
✓ Enrolments open now
Early access opens 1 April 2024
Early access to assessments 15 April 2024
Study period commences 29 April 2024
Enrolments close/census 15 May 2024
Study period ends 19 July 2024
3 Jun 2024 - 20 Sep 2024
Early access opens 3 June 2024
Early access to assessments 17 June 2024
Study period commences 1 July 2024
Enrolments close/census 17 July 2024
Study period ends 20 September 2024
29 Jul 2024 - 15 Nov 2024
Early access opens 29 July 2024
Early access to assessments 12 August 2024
Study period commences 26 August 2024
Enrolments close/census 11 September 2024
Study period ends 15 November 2024
30 Sep 2024 - 17 Jan 2025
Early access opens 30 September 2024
Early access to assessments 14 October 2024
Study period commences 28 October 2024
Enrolments close/census 13 November 2024
Study period ends 17 January 2025
We’re pleased to announce that the following enhancements have been made to this subject:
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