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Subject overview


STUDY MODE

100% online

AQF LEVEL

5

NEXT INTAKE

25 Aug 2025

SUBJECT DURATION

12 weeks

SUBJECT FEE

$720.00


This core subject of Kaplan Professional’s Diploma of Financial Services offers an overview of the Australian financial services sector, delving into its functions and significance within the Australian economy and its key participants. It explores crucial aspects of the legislative, regulatory and licensing framework governing financial services, products and advice, along with participant obligations and the industry’s commitment to sustainability.

Students will gain insights into the Australian economic landscape, including the concept of the business cycle and relevant indicators used to evaluate economic performance. The subject concludes with a brief exploration of various financial products spanning investment, superannuation, banking, insurance and credit.

This subject meets the generic knowledge requirement under ASIC’s Regulatory Guide 146 Licensing: Training of financial product advisers for general advice.

For more information, please refer to the subject outline.

Diploma of Financial Services >

Subject information

Learning outcomes

On the successful completion of this subject, individuals should be able to:

  • Discuss the legislative, regulatory and licensing framework in which the Australian financial services sector operates
  • Explain the effect of changes in economic conditions and markets on investments
  • Differentiate asset classes and financial products
  • Identify personal, property and investment risks, and appropriate strategies to manage them

 

Topics covered

  1. Australia’s financial system
  2. Financial services legislation and regulation
  3. The economic environment
  4. Investment asset classes and investment products
  5. Superannuation
  6. Insurance
  7. Banking and loan products

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.

Assessments

Assessment TypeAssessedTopicsWeighting
Assignment 1Week 41-325%
Quiz 1Week 74-520%
Quiz 2Week 106-720%
Assignment 2Week 121-735%

Previous study requirements

Recognition of prior learning (RPL)

Advanced standing may be awarded in recognition of prior learning (RPL) for your prior studies that are directly related to the qualification. This may include credit for generic knowledge component of Tier 1 RG146 studies.

Get detailed guidance on the application process here.

Assumed knowledge

Not applicable.

Course transition subject equivalence

There are no equivalences for this subject.

Key dates

Study Period 5 2025

25 Aug 2025 - 14 Nov 2025

✓ Enrolments open now

Early access opens N/A

Early access to assessments N/A

Study period commences 25 August 2025

Enrolments close/census 10 September 2025

Study period ends 14 November 2025

Assessment dates See assessment information

Fees and FEE-HELP

Locked-in pricing and FEE-HELP

To safeguard against any future price increases, you can lock in the price of your subject enrolment fees for the duration of your qualification. Many eligible students use FEE-HELP, which is a Commonwealth Government loan. This means you do not need to pay to study upfront, helping you to reduce some of your financial burden . Please note that government fees apply for the use of FEE-HELP for higher education diploma subjects. Click here for further information.

Tuition fees

When you apply to study with Kaplan Professional, you pay for the subjects you have enrolled in for each study period.

The tuition fee listed below applies to all higher subjects:

Enrolment feesFee
Subject fee 2025$720 (GST free)

If you are paying by cheque, utilising a deferral, or have a preferred client code, you will need to download and submit a hard copy of the form below.

Download a new student application (enrolment) form>

Other fees

Further fees may apply. Click here for a full list of fees and allowances.

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