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Home > Courses > General Advice Specialisation — Superannuation
Kaplan Professional’s General Advice Specialisation — Superannuation course is for those seeking to be job-ready for customer-facing roles in the superannuation industry. This course is designed to meet essential RG146 general advice requirements and develop individuals’ expertise in engaging clients effectively and confidently deliver general advice. It forms part of Kaplan Professional’s learning strategy to develop individuals from general advice roles through to personal (relevant) advice. Receive a digital badge upon completion.
In partnership with the Industry Fund Services.
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STUDY MODE
100% online
NUMBER OF SUBJECTS
3
NEXT INTAKE
Enrol and start anytime
COURSE FEE
$1,510.00
AVAILABLE LOANS
N/A
AQF LEVEL
COURSE DURATION
Maximum of 48 weeks (including resubmission time where applicable)
ACCREDITATION
PROVIDER ID
Be job-ready to confidently deliver general advice in a customer-facing role within the Superannuation industry
The General Advice Specialisation — Superannuation course is specifically designed to prepare individuals to confidently engage and deliver general advice to superannuation clients. This specialisation course fulfills essential RG146 general advice requirements and provides an understanding of key superannuation principles and the broader financial services sector. It goes a step further to help professionals understand the intricacies of effective client relationships, so that they are job-ready for customer facing roles. It forms part of Kaplan Professional’s learning framework to develop individuals from general advice roles through to personal (relevant) advice, and on completion, individuals may wish to undertake further studies in Kaplan Professional’s financial advice suite of programs.
This course offers fully online study, providing individuals with a range of resources such as interactive multimedia modules, downloadable PDF course materials, review quizzes and other engaging materials. Individuals will benefit from access to a dedicated online tutor forum staffed by industry experts where they are able to post questions and hold discussions about the course content.
If individuals are new to the superannuation industry, then it is recommended they complete the Superannuation Industry Induction module accessible via the Ontrack continuing education platform prior to enrolling in the General Advice Specialisation — Superannuation course.
This is a non-accredited course with no units of competency.
Receive the General Advice Specialisation – Superannuation digital badge when you complete this course. Click here to learn more about digital badges.
To complete the General Advice Specialisation — Superannuation course, you must complete three (3) subjects consisting of:
On successful completion of the General Advice Specialisation — Superannuation course, individuals should be able to:
Please refer to the individual subject pages for subject learning outcomes:
Tier 1 Compliance Solution – Generic Knowledge GAS-Super
Tier 1 Compliance Solution – Superannuation GAS-Super
Client Engagement in Financial Services
Please refer to the individual subject pages for topics:
You may enrol in these subjects at any time and begin studying immediately on enrolment. Learning is self-paced.
This program forms part of Kaplan Professional’s learning framework to develop superannuation individuals from commencement, through general advice roles to personal (relevant) advice. Upon completion of this program, individuals may seek to apply for admission into Kaplan Professional’s postgraduate financial planning qualifications, such as the Graduate Certificate or Graduate Diploma of Financial Planning or undertake other financial advice-related studies.
There are no entry requirements to enrol directly in the General Advice Specialisation — Superannuation course.
Individuals are required to be aged 18 years or older to enrol in this course.
Individuals who are in Australia on a student visa are unable to enrol in this course. If you are in Australia on a visa and wish to enrol, you need to ensure you are enrolling in accordance with the study conditions of your visa.
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 and oral 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.
In order to complete your studies with Kaplan Professional, you are assumed to have the following skills and access relating to technology:
Skill requirements
To successfully complete this qualification, individuals will require basic computing skills. This may include:
You may enrol in the subjects in this course at any time and begin studying immediately.
You will enrol subject by subject to receive a Certificate of Completion for each subject. Upon completion (or applicable exemption) of all subjects in the course, you will be issued with a Certificate of Completion for the course, as well as your digital badge.
Note:
To enrol online, please follow these steps:
IMPORTANT:
Individuals must enrol in all three subjects of the General Advice Specialisation — Superannuation. Individuals should complete Tier 1 Compliance Solution – Generic Knowledge GAS-Super before enrolling into Tier 1 Compliance Solution – Superannuation GAS-Super or Client Engagement in Financial Services. It is recommended that individuals complete their studies in this order.
Note: If you are awarded an exemption for a subject, you can continue to study your remaining subject/s.
This subject 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 and additional learning materials. This includes media, case studies, practice 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.
Individuals may be exempt from studying Tier 1 Compliance Solution – Generic Knowledge GAS-Super and Tier 1 Superannuation General advice within this course.
You may be exempt from studying this subject as part of the General Advice Specialisation – Superannuation course if you have previously completed any of the following:
If your prior Tier 1 Generic Knowledge was completed at Kaplan Professional, your exemption towards the General Advice Specialisation – Superannuation course will automatically be applied upon enrolment into Client Engagement in Financial Services.
If your prior Tier 1 Generic Knowledge was completed through an RTO, or equivalent studies were completed through a Diploma or higher qualification, your exemptions towards the General Advice Specialisation – Superannuation course will be applied upon submission of certified supporting evidence and a completed application form available here.
Note: Studies completed between 5 – 10 years prior to enrolment into General Advice Specialisation – Superannuation course may require the completion of a challenge exam in addition to supporting evidence. Studies completed outside of 10 years will be assessed on a case-by-case basis.
If you completed Tier 1 Superannuation General Advice with Kaplan Professional, your exemption towards the General Advice Specialisation – Superannuation course will be applied upon enrolment into Client Engagement in Financial Services.
If you completed Tier 1 Superannuation General Advice through an alternative RTO, or equivalent studies were completed through a Diploma or higher qualification, your exemptions towards the General Advice Specialisation – Superannuation course will be applied upon submission of certified supporting evidence and a completed application form available here.
This subject is not eligible for any exemptions.
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.
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Kaplan Professional is a leading provider of education in Australia, providing learning solutions to over 45,000 professionals annually – this includes 1,500 corporate clients, incorporating all the major banks and leading financial services providers in the country.
You have access to KapLearn – your interactive and state-of-the-art online learning environment – anytime and anywhere. The convenience and flexibility will empower you to plan your study time around the rest of your day, instead of the other way around. Engage with the latest in 100% online digital learning, including discussion forums, interactive notes, online research journals, real-world case studies and diverse multimedia content.
Interact with dedicated forum tutors who are industry experts. Receive guidance on any subject matter queries, your approach to assessments, among other matters.
You can count on diligent and prompt support from a dedicated Student Advice team who are always a phone call or email away. The team is experienced, knowledgeable and specifically in place to support those who are studying at the postgraduate level.
Your qualification is designed and delivered by industry experts and leading practitioners, ensuring learning can be immediately applied to your professional practice. Content is designed to be practical and relevant, based on contemporary case studies and the latest industry insights and trends.
For additional study-related fees, please click here.
We prioritise our students' mental and physical health, creating a supportive environment for learning success.
Our dedicated support teams are here to support you throughout your studies.
Our engaging and interactive learning resources support flexible and self-paced learning experiences for our students.
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Fees will increase from 3 Feb 2025
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