Try our course finder tool
Media Releases 23 Aug 2022

Kaplan Professional launches dedicated paraplanning course 23 Aug 2022

Leading industry education provider Kaplan Professional has launched a dedicated paraplanning course – FNS60920 Advanced Diploma of Paraplanning...

Leading industry education provider Kaplan Professional has launched a dedicated paraplanning course – FNS60920 Advanced Diploma of Paraplanning.

The 100% online and purpose-built vocational education course is suitable for both existing and new paraplanners, and those seeking a pathway into the financial advice industry.

The course is designed to provide individuals with a comprehensive range of financial planning services across a range of product environments, involving complex issues requiring innovative strategies. It also combines specialist knowledge and practical skills in preparing financial plans for retail clients across three practice areas: life Insurance, managed investments and superannuation.

The FNS60920 Advanced Diploma of Paraplanning is structured into four subjects, including:

  • ADP1 Financial Planning Fundamentals
  • ADP2 Research, Analysis and Product Recommendations
  • ADP3 Present, Implement and Assess the Financial Plan
  • ADP4 Develop Complex (Multi-Strategy) Advice

Kaplan Professional CEO Brian Knight said the course had been developed based on extensive feedback from corporate clients and insights from a number of experienced industry professionals.

“The licensees and financial advisers that we work with have been eager for a dedicated and high-quality program that addresses the needs of the modern paraplanner.

“The rigorous program offers a benchmark qualification that provides formal recognition of the highly skilled and valuable role of the paraplanner.

“We hope the course will be of significant benefit to the industry because it enables individuals to develop in-depth knowledge and technical skills, as well as the ability to support financial planning practices in developing and maintaining compliant back-office procedures.

“The industry is focused on supplementing its talent pool over the coming years, so this course will provide an accessible and suitable pathway for those who want to enter the industry and eventually become a financial adviser.

“The course also provides a pathway into higher education qualifications such as Kaplan Professional’s postgraduate financial planning courses and Kaplan Business School’s undergraduate courses,” he said.

A special introductory price is available until 31 December 2022. Corporate pricing can also be negotiated.

Enrolments are open now and individuals can commence the course at any time.

The FNS60920 Advanced Diploma of Paraplanning is approved by the Australian Skills Quality Authority (ASQA) as nationally-recognised training on its national register of vocational education and training (VET).


Leave a Reply

Your email address will not be published. Required fields are marked *