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Home > Subjects > FPC008 – Investment Advice
Investment Advice focuses on the investment advice process in practice. It examines the portfolio theory and portfolio construction techniques.
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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 develops advanced capability in providing professional investment advice in Australia. It covers client objectives and constraints, portfolio construction, asset classes, markets, risk profiling, diversification, and taxation considerations, with an emphasis on integrating behavioural and ethical perspectives.
The subject aligns with the Corporations (relevant providers—education and training standards) determination 2021 (as amended) by contributing to the core knowledge and skills required of financial advisers.
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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.
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 an assessment timetable.
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, FPC004 Insurance Advice, FPC005 Estate and Succession Planning, FPC006 Taxation for Financial Planning and FPC007B Client Engagement Skills or understand the content covered in those subjects, prior to undertaking FPC008 Investment Advice.
Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan course and have completed the following subjects:
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.
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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:
We’ve replaced static PDFs with engaging, interactive modules that bring the material to life. Explore the quizzes, test your knowledge activities, and scenario-based exercises. Remember to explore all the interactive elements, as each is designed to reinforce key concepts and apply them in practical ways.
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