Diploma of Financial Planning

Kaplan Professional

This qualification is part of the Financial Services Training Package. It is for financial planners who provide a range of standard financial planning services and individuals providing specialist para-planning services. Individuals in these roles require well-developed skills and a broad knowledge base of the financial planning sector and the ASIC regulatory framework. Individuals in these roles have autonomy in performing technical operations, apply solutions to a range of often complex problems, and analyse and evaluate information from a variety of sources. They apply initiative to plan, coordinate and evaluate their own work and provide guidance to others.

Entry Requirements:

No minimum education. Prerequisite units apply to the following: Provide advice in financial planning; Provide advice in first home saver market linked accounts; Provide advice in superannuation; Provide advice in life insurance and Provide advice in insurance broking.

Structure:

21 units: 9 core; 12 elective

Subjects you can Study:

Core: Develop and use complex spreadsheets; Provide advice in financial planning; Comply with financial planning practice ethical and operational guidelines and regulations; Conduct financial planning analysis and research; Develop and prepare financial plan; plus more. Electives: Manage quality customer service; Provide advice in first home saver market linked accounts; Provide advice in superannuation; Provide advice in life insurance; Provide advice in insurance broking; Conduct complex financial planning research; 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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