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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
8 Jan 2024
SUBJECT DURATION
12 weeks
SUBJECT FEE
$2,600.00
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. Retirement planning products and strategies including types of superannuation funds, social security, equity release and aged care considerations are also covered.
The subject covers the construction of a Statement of Advice (SOA), concentrating on how to structure the various required elements as well as developing and incorporating appropriate recommendations.
Students will examine a client case study 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. From 1 January 2019, the Education and Training Standards 2018 (previously known as ‘FASEA standards’) have applied to financial advisers. 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).
On successful completion of this subject, existing advisers will meet the minimum education requirements of ASIC Regulatory Guide 146 (RG146) for providing personal advice in superannuation to retail clients. Existing advisers must also have completed Tier 1 Generic Knowledge.
Students are able to attend four one-hour online interactive workshops, where key topic concepts and examples are discussed with a facilitator. Additionally, students are able to attend five 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 interactive workshops and drop-in session throughout the study period.
For more information, please refer to the:
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.
We are pleased to announce that the following enhancements have been made to this subject:
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.
There are no prerequisites for this subject.
However, individuals should review the ‘Assumed knowledge’ tab to understand the prior knowledge Kaplan Professional advises they should hold before enrolling in this subject.
While there are no prerequisites for this subject, 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.
11 Dec 2023 - 29 Mar 2024
✓ Enrolments open now
Early access opens 11 December 2023
Early access to assessments 25 December 2023
Study period commences 8 January 2024
Enrolments close/census 24 January 2024
Study period ends 29 March 2024
Assessment dates
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
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
❌ Enrolments now closed
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
Assessment dates N/A
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
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