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Subject overview


STUDY MODE

100% online

AQF LEVEL

9

NEXT INTAKE

4 Mar 2024

SUBJECT DURATION

12 weeks

SUBJECT FEE

$2,600.00


The subject focuses on developing strategic marketing planning knowledge and skills for financial planning practice managers and owners. Individuals examine buyer behaviour models and contemporary marketing theory and practices. Through the use client scenarios and case studies, individuals apply their understanding of marketing concepts to the development of effective marketing strategies and a marketing plan to attract and retain target financial planning clients.

Master of Financial Planning >

Graduate Diploma of Financial Planning >

Graduate Certificate in Financial Planning >

Subject information

Learning Outcomes

  • Analyse marketing concepts to improve value delivery to clients in financial planning
  • Examine different buyer behaviour models with respect to the various market segmentation approaches
  • Evaluate contemporary marketing practices and activities for a financial planning practice
  • Determine legal compliance and ethical conduct in financial planning services, marketing and sales
  • Formulate effective marketing strategies to acquire and retain client relationships for a financial planning practice.

Topics covered

  1. Marketing for Financial Planning
  2. Segmentation, targeting and positioning
  3. Predicting and managing behaviour
  4. Channel management
  5. Promotion
  6. Branded advice environment
  7. Defining the advice offer
  8. Pricing your advice offer
  9. Relationship management and client retention
  10. Developing a strategic marketing plan

Continuing professional development (CPD)

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.

Reading list

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.

Reading list

Assessments

AssessmentAssessedTopicsWeighting
Assignment 1Week 51-325%
Assignment 2Week 84-735%
Assignment 3 Week 121-1040%

Previous study requirements

Prerequisites

There are no prerequisites for this subject.

However, please review the ‘Assumed knowledge’ section  to understand the prior knowledge Kaplan Professional advises you should hold before enrolling in this subject.

Assumed knowledge

While there are no prerequisites for this subject, Kaplan Professional assumes that students have completed FPC009 Complex Financial Planning, or understand the content covered in this subject, prior to undertaking FPE012 Marketing for Financial Planning Practices.

Course transition subject equivalence

There are no equivalences for this subject.

Key dates

Study Period 1

11 Dec 2023 - 29 Mar 2024

❌ Enrolments now closed

Early access opens 11 December 2023

Early access to assessments 21 December 2023

Study period commences 8 January 2024

Enrolments close/census 24 January 2024

Study period ends 29 March 2024

Assessment dates See assessment information

Study Period 2

5 Feb 2024 - 24 May 2024

✓ Enrolments open now

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

Assessment dates See assessment information

Study Period 3

1 Apr 2024 - 19 Jul 2024

✓ Enrolments open now

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

Assessment dates See assessment information

Study Period 4

3 Jun 2024 - 20 Sep 2024

✓ Enrolments open now

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

Assessment dates See assessment information

Study Period 5

29 Jul 2024 - 15 Nov 2024

✓ Enrolments open now

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 See assessment information

Study Period 6

30 Sep 2024 - 17 Jan 2025

✓ Enrolments open now

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

Assessment dates See assessment information

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