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Home > Subjects > FPC007B – Client Engagement Skills
This subject focuses on behavioural finance concepts to understand different types of behavioural biases that may impact an individual’s financial decision-making.
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STUDY MODE
100% online
AQF LEVEL
8
NEXT INTAKE
9 Mar 2026
SUBJECT DURATION
12 weeks
SUBJECT FEE
$2,850.00
This subject examines the key contributors, influences on, and barriers to decision-making in the context of financial planning. Students will apply relevant consumer buying and decision-making frameworks and concepts of behavioural finance and biases to the provision of financial advice.
Students will explore, through case studies, the client-centric nature of financial advice, and the values and attributes, communication techniques, and conflict management and negotiation skills essential for financial planning professionals.
For more information, please refer to the subject outline here.
On 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.
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.
RPL for the Behavioural Finance subject may be awarded if your completed prior studies are listed on the FAS Approved Courses by Institute of Higher Education list and are deemed equivalent to this subject. RPL may also be awarded based on prior post graduate studies in accordance with the Kaplan Professional Recognition of Prior Learning Policy.
Kaplan Professional assumes that individuals have completed FPC001B Economic and Legal Context for Financial Planning, FPC002B Ethics and Professionalism in Financial Advice, FPC003 Superannuation and Retirement Advice and FPC004 Insurance Advice, or understand the content covered in those subjects, prior to undertaking FPC007B Client Engagement Skills.
There are no equivalences for this subject.
If you are still working towards meeting the FAS education deadline, our limited Intensive Study Period offering can help you achieve this goal sooner 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.
Find out more
For a full list of annual study period dates, click here >
27 Oct 2025 - 5 Dec 2025
❌ Enrolments now closed
Early access opens 13 October 2025
Early access to assessments 13 October 2025
Study period commences 27 October 2025
Enrolments close/census 5 November 2025
Study period ends 5 December 2025
Assessment dates See assessment information
27 Oct 2025 - 16 Jan 2026
Early access opens 29 September 2025
Enrolments close/census 12 November 2025
Study period ends 16 January 2026
12 Jan 2026 - 3 Apr 2026
Early access opens 15 December 2025
Early access to assessments 29 December 2025
Study period commences 12 January 2026
Enrolments close/census 28 January 2026
Study period ends 3 April 2026
12 Jan 2026 - 20 Feb 2026
Early access opens N/A
Early access to assessments N/A
Study period commences 12 January 2025
Enrolments close/census 21 January 2026
Study period ends 20 February 2026
9 Mar 2026 - 29 May 2026
✓ Enrolments open now
Early access opens 9 February 2026
Early access to assessments 23 February 2026
Study period commences 9 March 2026
Enrolments close/census 25 March 2026
Study period ends 29 May 2026
4 May 2026 - 24 Jul 2026
Early access opens 6 April 2026
Early access to assessments 20 April 2026
Study period commences 4 May 2026
Enrolments close/census 20 May 2026
Study period ends 24 July 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.
Further fees
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We are pleased to announce that the following enhancements have been made to this subject:
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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.