Course overview
Assessment
The assessments for Tier 1 Margin Lending are listed below:
Subject | Assessment | Assessment detail |
---|---|---|
Tier 1 Margin Lending- General Advice | 1 Exam | Supervised, open-book, multiple-choice exam with four (4) attempts. |
Individuals may attempt the exam at any time if they believe they are adequately prepared. Individuals will receive personal reminder emails as they approach their assessment deadlines.
Kaplan Professional’s exams are delivered online via your Student Portal. Click here for further details.
Entry requirements
Education requirements
Individuals enrolling in Tier 1 Margin Lending – General Advice will need to have met the Generic Knowledge entry requirements prior to enrolling into this course.
Individuals are also required to be aged 18 years or older to enrol into this course.
Generic Knowledge entry requirements
To meet the Generic Knowledge entry requirements for this course, you will need to demonstrate knowledge obtained through formal studies (completed within the last five years) of three of the four topic areas detailed below:
Topic 1: The Australian financial system and economic environment
Topic 2: Introduction to the Australian financial services industry and legislation
Topic 3: Investment asset classes and mortgage loans
Topic 4: General Insurance
Language, literacy and numeracy (LLN) requirements
This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities, and at times, engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication.
If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email mail@kaplan.edu.au.
Computing requirements
Recommended browsers
You can access KapLearn using any of the browsers below, but it runs best on the latest versions:
- Firefox 3 or later
- Chrome 4 or later
- Safari 3 or later
- Internet Explorer
You may find it helpful to have more than one browser installed on your computer. If you experience problems using Kaplan Professional’s online learning system, try using another browser.
Browser settings and support
For the best user experience in Kaplan Professional’s online learning system, select the following browser settings:
- enable cookies
- enable JavaScript
- do not block pop-up windows
Skill requirements
To successfully complete this course, learners will require basic computing skills. This may include:
- Saving and editing Microsoft Office documents
- Researching, accessing and searching the internet
- Downloading and saving documents from websites
- Uploading documents through websites
- Participating in online discussions
Individuals enrolling in Tier 1 Margin Lending – General Advice will need to have met the Generic Knowledge entry requirements prior to enrolling into this course.
Individuals are also required to be aged 18 years or older to enrol into this course.
To meet the Generic Knowledge entry requirements for this course, you will need to demonstrate knowledge obtained through formal studies (completed within the last five years) of three of the four topic areas detailed below:
Topic 1: The Australian financial system and economic environment
Topic 2: Introduction to the Australian financial services industry and legislation
Topic 3: Investment asset classes and mortgage loans
Topic 4: General Insurance
This course requires you to read comprehensive learner workbooks, complete a range of written assessments, undertake independent research activities, and at times, engage in online forums and discussions. Furthermore, the delivery mode relies on the extensive use of written communication.
If you have any doubts about whether you have the language, literacy and numeracy skills to undertake a Kaplan Professional program, we recommend you speak with our Student Services team on 1300 662 203 or email mail@kaplan.edu.au.
Recommended browsers
You can access KapLearn using any of the browsers below, but it runs best on the latest versions:
- Firefox 3 or later
- Chrome 4 or later
- Safari 3 or later
- Internet Explorer
You may find it helpful to have more than one browser installed on your computer. If you experience problems using Kaplan Professional’s online learning system, try using another browser.
Browser settings and support
For the best user experience in Kaplan Professional’s online learning system, select the following browser settings:
- enable cookies
- enable JavaScript
- do not block pop-up windows
To successfully complete this course, learners will require basic computing skills. This may include:
- Saving and editing Microsoft Office documents
- Researching, accessing and searching the internet
- Downloading and saving documents from websites
- Uploading documents through websites
- Participating in online discussions
Enrolment information
You may enrol in this course at any time and begin studying immediately on enrolment.*
To enrol online, please follow these steps:
- Log into your student portal or create a student account.
- Click on ‘search course’ in the top right hand corner.
- Type in the ‘Tier 1’ to view all Tier 1 subjects and you will be able to enrol in multiple subjects.
Or
- You can search for the specific subject you are wishing to enrol in by entering the name of the subject and ‘enrol now’.
* If you have not previously completed Generic Knowledge, please ensure you enrol in this subject as it is a prerequisite of the Tier 1 knowledge areas.
Enrol nowThis course is delivered online via Kaplan Professional’s learning management system, KapLearn.
You will receive login details to KapLearn on enrolment. When you log on to KapLearn, you are able to access the subject notes, assessments, additional learning materials (such as media, case studies and practise activities) and your online tutor.
Assessments are accessed and submitted through KapLearn.
Corporate clients should contact our Corporate Solutions team at corporate@kaplan.edu.au to discuss delivery options and how we can further tailor our training to meet your business needs.
Kaplan Professional has assessed this course. 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.
Policies
Student policies
Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.
Terms and conditions
Click here to access our terms and conditions.
Refund policy
Access our refund policy.
Fees
Tier 1 Compliance Solution – Margin Lending – General Advice
$280 (GST free)
For additional study-related fees, please click here.