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Live webinar: Tuesday, 3 March, 1:30 PM AEDT | 30-45 minutes
Join this online event to meet inspiring women in finance who will share their experiences, challenges and achievements. Whether you’re exploring your first qualification, progressing into postgraduate study, or transitioning careers, this session will give you valuable insights into the pathways possible with Kaplan Professional.
You’ll also have the chance to ask questions in a live Q&A.
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The finance industry is full of opportunity — yet many women continue to face barriers when entering or progressing in their careers. This live, interview-style webinar brings together a panel of female alumni who have navigated those challenges, forged their own paths, and are ready to share what they’ve learned along the way.
Whether you’re just starting out, transitioning careers, or looking to advance your qualifications, this session will give you insights into the diverse pathways available through Kaplan Professional’s postgraduate finance programs.
Date: Tuesday 3 March Time: 1:30 PM AEDT Duration: 30 – 45 minutes Format: Live webinar + Q&A Host: Kaplan Professional representative
Sarah CarliGraduate Diploma of Financial Planning alumna
Sarah Carli is a Financial Adviser with HLB Mann Judd’s wealth management team in Wollongong, where she supports clients with strategic advice across superannuation, investments and long-term financial planning. She holds a Bachelor of Commerce in Finance and Management from the University of Wollongong and was awarded Kaplan Professional’s 2024 Dux for the Graduate Diploma of Financial Planning, reflecting her academic excellence and commitment to the profession.
Alongside her finance career, Sarah is an elite 400m hurdler and two-time Olympian, representing Australia at the Tokyo 2020 and Paris 2024 Olympic Games. Her experience balancing high-performance sport with a demanding professional career gives her a unique perspective on resilience, discipline and goal-setting. Sarah is passionate about supporting and inspiring women pursuing careers in finance.
Nawreen JuneGraduate Diploma of Financial Planning alumna
With over 23 years of experience across aged care, financial services, and entrepreneurship, Nawreen brings a compassionate, culturally informed, and purpose-driven approach to her work. Her journey began upon arriving in Australia, where she worked as a Personal Care Assistant in a nursing home—an experience shaped by being raised by her grandparents and developing a deep respect for elder care.
Since 2005, she has worked in the financial industry, supporting individuals and families to make informed financial decisions, and is currently completing her Professional Year in financial planning with a strong focus on aged care advice. In early 2025, she founded Ausba Care Services Pvt Ltd in Bangladesh, providing low cost training and home-care services while creating employment opportunities.
Alongside this, she also manages a mortgage business in Australia. Her mission is to become a trusted specialist aged care adviser, helping families navigate care with confidence and compassion.
Janice WongMaster of Applied Finance alumna
Janice Wong is a Director at BDO’s Audit & Assurance practice in Sydney, specialising in internal controls, banking remediation programs, and APRA/ASIC compliance reviews.
With a background spanning financial advice, banking, and risk transformation, Janice brings a practical, end-to-end perspective on governance, regulatory change, and control uplift. She began her career as a Financial Adviser at Macquarie Bank and ANZ before transitioning into risk and remediation in 2019, where she has since led complex remediation and assurance programs across large financial services organisations.
Janice has completed her full professional education pathway through Kaplan Professional, progressing from the Diploma of Financial Planning through to a Master of Applied Finance.
She is a strong advocate for lifelong learning and is passionate about how education enables professionals and organisations to adapt and thrive in an evolving regulatory and business landscape.
All registrants will receive access to:
Complete the form to reserve your live webinar place.
You’ll receive an event reminder email with the Zoom link approximately one week prior to the event.
Complete the form to reserve a place, you will receive a reminder with the zoom link to join approximately 1 week prior to the event.
Kaplan Professional is offering education update presentations for advice firms – available online or in person – designed to help advisers navigate the evolving professional landscape.
The financial advice profession is rarely a straight path. Increasing regulation, rising client expectations, technological change and higher professional standards mean advisers must continually adapt to remain relevant and competitive.
This presentation maps the full career lifecycle of an adviser – from entry into the profession through to specialisation, leadership and long-term sustainability. At each stage, we explore the capabilities required, the common challenges advisers face, and the role education plays not just as a compliance requirement, but as a strategic enabler of professional growth.
• Education pathways from entry to senior leadership
• How capability requirements evolve across career stages
• The shift from minimum standards to advanced technical and strategic expertise
• The role of ongoing education in building resilience, sound judgement and sustainable careers
Designed for adviser teams and leadership groups, this presentation provides practical insights into how structured learning supports long-term performance, professionalism and business sustainability.
To book an education update session for your advisers please contact your Corporate Relationship Manager to arrange a suitable time.
Date: Wednesday, 11 March
Time: 1:00pm – 3:00pm AEDT
Fee: $280
Where: Online (Zoom)
Host: Matthew Farley
A certificate of attendance outlining CPD hours will be awarded at the conclusion of this workshop. A full list of topics is available on our website.
Date: Thursday, 19 March
Time: 1:00pm – 3:30pm AEDT
Fee: $340
Host: Dr Jenny Diggle
Kaplan Professional has expanded the Financial Adviser Accelerator Suite with a new set of practical topics designed to further strengthen capability across both technical and client engagement areas.
As client expectations continue to rise and advice scenarios become more complex, early career advisers must combine sound technical knowledge with strong communication skills and thoughtful decision-making. The latest additions to the suite support this ongoing professional development.
Practical frameworks to enhance credibility, strengthen adviser presence and build more meaningful, long-term client relationships.
Structured approaches to assessing appropriate cover, modelling client scenarios and supporting well-reasoned, client-centred risk advice.
Applying probability-based thinking to improve strategic judgement and support more confident decision-making in uncertain environments.
These additions build on the Financial Adviser Accelerator Suite focus on applied, real-world learning, equipping advisers with skills that can be immediately implemented in practice.
The ongoing expansion of the Financial Adviser Accelerator Suite reflects Kaplan Professional’s commitment to supporting advisers as they continue to develop deeper expertise and deliver high-quality, client-focused advice.
For advisers who have now met the education standard, the focus shifts from compliance to opportunity.
Kaplan Professional offers clear pathways to build on the bridging courses and subjects already completed and convert that study into a full, recognised qualification. Advisers who have completed individual units toward the education standard may be eligible to articulate into the Graduate Certificate in Financial Planning or Graduate Diploma of Financial Planning, formalising their academic achievement and strengthening their professional standing.
From there, eligible Graduate Diploma alumni can upgrade to the Master of Financial Planning, completing the remaining subjects to attain a postgraduate qualification that positions them above the minimum regulatory requirement. The Master’s program also provides direct pathways toward leading professional designations, including CFP® and SSA®, enabling advisers to align academic progression with industry-recognised credentials.
Advisers who have completed the Graduate Diploma of Financial Planning are already eligible to obtain leading professional designations through the College for Financial Planning®. This includes globally-recognised credentials such as the Accredited Behavioural Finance ProfessionalSM (ABFP®) and Chartered Retirement Planning CounsellorSM (CRPC®) designation.
No further study is required to meet the education component for these certifications, allowing advisers to leverage their existing qualification to secure respected professional recognition and further strengthen their standing in the industry.
Beyond core qualifications, Kaplan Professional also offers access to additional specialist electives and professional designation pathways, allowing advisers to differentiate in areas such as superannuation, retirement, ethics and client strategy.
In short, completing the education standard doesn’t have to be the end point. With Kaplan Professional, it can be the foundation for higher qualifications, respected designations and long-term career progression.
Contact your Corporate Relationship Manager to discuss the education options and pathways for your adviser network. Alternatively, contact 1300 135 798 (option 2) or email courseadvice@kaplan.edu.au.
Kaplan Professional will host a special Women in Finance webinar on Tuesday, 3 March, celebrating the achievements, leadership and career journeys of women shaping the financial services industry.
The session will explore leadership, career progression and the role education has played in supporting professional success across diverse areas of the sector.
Graduate Diploma of Financial Planning dux, two-time Olympian and Financial Adviser at HLB Mann Judd.
Graduate Diploma graduate, business owner and founder of a caregiving training institute in Bangladesh, with more than 20 years’ industry experience.
Master of Applied Finance graduate and Director at BDO Sydney, specialising in governance, risk and assurance across financial services.
Date: Tuesday, 3 March
Time: 1:30pm AEDT
Location: Online (Zoom)
The webinar will include practical leadership insights, reflections on career growth, discussion on the impact of education in finance, and an interactive Q&A session.
Now
9 March
25 March
29 May
Kaplan Professional is offering eligible Graduate Diploma of Financial Planning alumni a limited-time opportunity to upgrade to the Master of Financial Planning at a fixed alumni price of $5,000.
This exclusive offer enables alumni to complete their remaining four subjects – two core subjects (FPC009 Complex Financial Planning and KAP001 Capstone Project) and two electives – at a substantially reduced cost compared to standard postgraduate tuition fees.
To access the offer, eligible alumni must enrol and commence their first subject by the Study Period 2 census date, 25 March 2026.
Upgrading to the Master’s degree provides advisers with the opportunity to deepen technical expertise, broaden strategic capability and position themselves strongly as professional standards across the industry continue to rise. The program also supports progression toward additional professional designations.
Full details, including subject structure, study plans and application steps, are available below.