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Subject overview


STUDY MODE

100% online

AQF LEVEL

9

NEXT INTAKE

28 Oct 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 clients 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

Assumed knowledge

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 5 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 See assessment information

Study Period 6 2024

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

Study Period 1 2025

16 Dec 2024 - 4 Apr 2025

✓ Enrolments open now

Early access opens 16 December 2024

Early access to assessments 30 December 2024

Study period commences 13 January 2025

Enrolments close/census 29 January 2025

Study period ends 4 April 2025

Assessment dates See assessment information

Study Period 2 2025

10 Feb 2025 - 30 May 2025

✓ Enrolments open now

Early access opens 10 February 2025

Early access to assessments 24 February 2025

Study period commences 10 March 2025

Enrolments close/census 26 March 2025

Study period ends 30 May 2025

Assessment dates See assessment information

Study Period 3 2025

7 Apr 2025 - 25 Jul 2025

✓ Enrolments open now

Early access opens 7 April 2025

Early access to assessments 21 April 2025

Study period commences 5 May 2025

Enrolments close/census 21 May 2025

Study period ends 25 July 2025

Assessment dates See assessment information

Study Period 4 2025

2 Jun 2025 - 19 Sep 2025

✓ Enrolments open now

Early access opens 2 June 2025

Early access to assessments 16 June 2025

Study period commences 30 June 2025

Enrolments close/census 16 July 2025

Study period ends 19 September 2025

Assessment dates See assessment information

Fees and FEE-HELP

Enrolment feesFee
Subject fee 2024$2,600 (GST free)

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.

Subject Enhancements

We are pleased to announce that the following enhancements have been made to this subject:

  • Replaced the examination assessment with two smaller assignments, which are more representative of real-world tasks and serve to prepare students for the larger final assessment
  • Refreshed content to include further examples and ‘Apply Your Knowledge’ activities
  • Provided weekly tutor posts to complement your studies.

Programs you might be interested in

CRS1300149

Master of Financial Planning

Our online, FAS-approved Master of Financial Planning is a purpose-built higher education qualification set at AQF level 9. It’s designed and developed in consultation with industry experts, and combines advanced technical rigour with practical and relevant performance-focused learning outcomes.
CRS1200364

Master of Applied Finance

Leading online degree designed for ambitious and savvy individuals who are looking for advanced academic rigour, but thrive on practical and real-world learning immediately applicable in the workplace, and directly relevant to future career roles. It caters to experienced finance professionals and those transitioning into the field, integrating learning outcomes with pathways for further accreditation such as a CFA®.
CRS1200368

Graduate Diploma of Financial Planning

An eight-subject postgraduate qualification set at AQF Level 8 and FAS approved. Includes the first eight subjects of the FAS-approved Master of Financial Planning.

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