Advanced Diploma of Financial Planning

Kaplan Professional

This qualification is part of the Financial Services Training Package. It is for financial planners who provide a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues and/or innovative strategies. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. At this level individuals are expected to apply specialist skills and knowledge in a range of situations to deal with complex situations and issues. They work across a broad range of technical or management functions with accountability for personal outputs and for team outcomes.

Entry Requirements:

Core units from the Diploma of Financial Planning; or equivalent plus the unit: Provide advice in financial planning. Prerequisite units also apply for some electives.

Structure:

11 units: 8 core; 3 elective

Subjects you can Study:

Core: Provide advice in financial planning; Conduct financial planning analysis and research; Comply with financial planning practice ethical and operational guidelines and regulations; Implement financial plan; Develop and prepare financial plan; Review financial plans and provide ongoing service; Determine client requirements and expectations; Apply principles of professional practice to work in the financial services industry. Electives: Manage knowledge and information; Record and implement client instructions; Place client insurances with insurers and confirm insurance cover with clients; plus more.

Accepts International Students:

Yes

Provider CRICOS: 03102C (NSW)*

Related Careers:

Financial Planner,
Campus ATAR/OP Mid Year Intake Study Mode Duration
Perth No info No Online
Perth No info No
Sydney No info No Online
Sydney No info No
Brisbane No info No Online
Brisbane No info No
Melbourne No info No Online
Melbourne No info No
Kaplan Professional is Australia's largest online provider of postgraduate qualifications in applied finance and financial planning, with over 21,000 alumni.

Kaplan Professional exists to enable students to achieve their educational and career goals through industry-relevant learning that is respected by employers across the country.

Courses draw on the knowledge and experience of over 500 industry professionals and academics from leading Australian financial institutions to ensure students gain the essential skills required in today's competitive financial services industry.

Practitioners work closely with Kaplan Professional curriculum staff to develop subject content, deliver online lectures and facilitate student discussion forums. Therefore, course content is relevant, up to date and can be immediately applied in the workplace.

These connections with working professionals ensure an Australian industry perspective is delivered within a global context. As a result, students will learn from real-world industry case studies and explore technical issues to ensure their learning is practical and relevant.

Many Kaplan Professional practitioners are former graduates of the courses and active alumni members.

Provider CRICOS: 03102C (NSW)*

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