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Kaplan Professional’s exams are delivered online via your Student Portal.
To offer you as much flexibility as possible, you can either sit your vocational education exams in one of the following two ways:
You have the flexibility to sit your vocational education exams face-to-face and supervised at your workplace or public venue.
Requirements to book a supervised face-to-face exam
It is important to note you will be required to organise an Independent Supervisor under the same conditions prescribed in your Student Handbook. Both you and your Independent Supervisor must meet the requirements before making your exam booking for face-to-face supervision.
1. The nominated Independent Supervisor must:
2. The exam venue must:
Book a vocational exam face-to-face
To book your supervised face-to-face exam:
Once your exam has been booked, you’ll receive an email confirming your exam booking with instructions. This email will also be sent to your nominated supervisor.
You can also sit your vocational education exams online via Zoom with a supervisor. This means you can sit your exam at home or in a suitable location where you won’t be disturbed while completing your exam.
Requirements to book a vocational exam with online supervision
It is important to note you will still be required to organise an Independent Supervisor under the same conditions prescribed in your Student Handbook. Both you and your Independent Supervisor must meet the requirements before making your exam booking for online supervision.
3. Both you and your Independent Supervisor must meet the following technical requirements:
Hardware Requirements
Software Requirements
How to book a vocational exam online with online supervision
To book your online supervised exam
Kaplan Professional recognises potential or current students may have undertaken previous training, study or have work experience equivalent to units of competency in a Kaplan Professional subject, course or qualification.
Where this can be demonstrated, an individual may be granted credit or recognition of prior learning (RPL).
Credit transfer (CT) is the process of awarding credit for a unit or units of competency (UoC) attained from another Registered Training Organisation (RTO) which are the same as the unit or units of competency in a Kaplan Professional subject or qualification.
CT Evidence Requirements
Individuals are required to provide certified copies of any relevant qualification certificates or statements of attainment listing the unit(s) of competency for which they are seeking credit transfer.
How to apply for credit transfer:
Note: Applicable administration fees apply. See CT and RPL fees section.
Recognition of Prior Learning (RPL) is a process assessing the competency(ies) of an applicant which may have been acquired through formal, non-formal and informal learning.
RPL evidence requirements
Individuals are required to provide evidence of their skills and knowledge to meet the requirements of the units of competency for which they’re seeking RPL.
The RPL evidence requirements will vary between subjects and or courses. Specific evidence requirements for each qualification or course can be found in the RPL Kit made available to the applicant on commencement of the RPL process.
How to apply for RPL:
Note: Applicable fees apply. See CT and RPL fees section.
Note: RPL Kits are provided upon request; see ‘How to apply for RPL’ section.
Credit transfer (CT)
If your CT application is successful, an administration fee will apply. If your application is unsuccessful, no fees will apply.
Credit transfer fee:
Recognition of prior learning (RPL)
A non-refundable application fee of $330 per subject is payable at the time of submission.
RPL application fee: $330 per subject (non-refundable, paid upfront)
Kaplan Professional is offering education update presentations for advice firms – available online or in person – designed to help advisers navigate the evolving professional landscape.
The financial advice profession is rarely a straight path. Increasing regulation, rising client expectations, technological change and higher professional standards mean advisers must continually adapt to remain relevant and competitive.
This presentation maps the full career lifecycle of an adviser – from entry into the profession through to specialisation, leadership and long-term sustainability. At each stage, we explore the capabilities required, the common challenges advisers face, and the role education plays not just as a compliance requirement, but as a strategic enabler of professional growth.
• Education pathways from entry to senior leadership
• How capability requirements evolve across career stages
• The shift from minimum standards to advanced technical and strategic expertise
• The role of ongoing education in building resilience, sound judgement and sustainable careers
Designed for adviser teams and leadership groups, this presentation provides practical insights into how structured learning supports long-term performance, professionalism and business sustainability.
To book an education update session for your advisers please contact your Corporate Relationship Manager to arrange a suitable time.
Date: Wednesday, 11 March
Time: 1:00pm – 3:00pm AEDT
Fee: $280
Where: Online (Zoom)
Host: Matthew Farley
A certificate of attendance outlining CPD hours will be awarded at the conclusion of this workshop. A full list of topics is available on our website.
Date: Thursday, 19 March
Time: 1:00pm – 3:30pm AEDT
Fee: $340
Host: Dr Jenny Diggle
Kaplan Professional has expanded the Financial Adviser Accelerator Suite with a new set of practical topics designed to further strengthen capability across both technical and client engagement areas.
As client expectations continue to rise and advice scenarios become more complex, early career advisers must combine sound technical knowledge with strong communication skills and thoughtful decision-making. The latest additions to the suite support this ongoing professional development.
Practical frameworks to enhance credibility, strengthen adviser presence and build more meaningful, long-term client relationships.
Structured approaches to assessing appropriate cover, modelling client scenarios and supporting well-reasoned, client-centred risk advice.
Applying probability-based thinking to improve strategic judgement and support more confident decision-making in uncertain environments.
These additions build on the Financial Adviser Accelerator Suite focus on applied, real-world learning, equipping advisers with skills that can be immediately implemented in practice.
The ongoing expansion of the Financial Adviser Accelerator Suite reflects Kaplan Professional’s commitment to supporting advisers as they continue to develop deeper expertise and deliver high-quality, client-focused advice.
For advisers who have now met the education standard, the focus shifts from compliance to opportunity.
Kaplan Professional offers clear pathways to build on the bridging courses and subjects already completed and convert that study into a full, recognised qualification. Advisers who have completed individual units toward the education standard may be eligible to articulate into the Graduate Certificate in Financial Planning or Graduate Diploma of Financial Planning, formalising their academic achievement and strengthening their professional standing.
From there, eligible Graduate Diploma alumni can upgrade to the Master of Financial Planning, completing the remaining subjects to attain a postgraduate qualification that positions them above the minimum regulatory requirement. The Master’s program also provides direct pathways toward leading professional designations, including CFP® and SSA®, enabling advisers to align academic progression with industry-recognised credentials.
Advisers who have completed the Graduate Diploma of Financial Planning are already eligible to obtain leading professional designations through the College for Financial Planning®. This includes globally-recognised credentials such as the Accredited Behavioural Finance ProfessionalSM (ABFP®) and Chartered Retirement Planning CounsellorSM (CRPC®) designation.
No further study is required to meet the education component for these certifications, allowing advisers to leverage their existing qualification to secure respected professional recognition and further strengthen their standing in the industry.
Beyond core qualifications, Kaplan Professional also offers access to additional specialist electives and professional designation pathways, allowing advisers to differentiate in areas such as superannuation, retirement, ethics and client strategy.
In short, completing the education standard doesn’t have to be the end point. With Kaplan Professional, it can be the foundation for higher qualifications, respected designations and long-term career progression.
Contact your Corporate Relationship Manager to discuss the education options and pathways for your adviser network. Alternatively, contact 1300 135 798 (option 2) or email courseadvice@kaplan.edu.au.
Kaplan Professional will host a special Women in Finance webinar on Tuesday, 3 March, celebrating the achievements, leadership and career journeys of women shaping the financial services industry.
The session will explore leadership, career progression and the role education has played in supporting professional success across diverse areas of the sector.
Graduate Diploma of Financial Planning dux, two-time Olympian and Financial Adviser at HLB Mann Judd.
Graduate Diploma graduate, business owner and founder of a caregiving training institute in Bangladesh, with more than 20 years’ industry experience.
Master of Applied Finance graduate and Director at BDO Sydney, specialising in governance, risk and assurance across financial services.
Date: Tuesday, 3 March
Time: 1:30pm AEDT
Location: Online (Zoom)
The webinar will include practical leadership insights, reflections on career growth, discussion on the impact of education in finance, and an interactive Q&A session.
Now
9 March
25 March
29 May
Kaplan Professional is offering eligible Graduate Diploma of Financial Planning alumni a limited-time opportunity to upgrade to the Master of Financial Planning at a fixed alumni price of $5,000.
This exclusive offer enables alumni to complete their remaining four subjects – two core subjects (FPC009 Complex Financial Planning and KAP001 Capstone Project) and two electives – at a substantially reduced cost compared to standard postgraduate tuition fees.
To access the offer, eligible alumni must enrol and commence their first subject by the Study Period 2 census date, 25 March 2026.
Upgrading to the Master’s degree provides advisers with the opportunity to deepen technical expertise, broaden strategic capability and position themselves strongly as professional standards across the industry continue to rise. The program also supports progression toward additional professional designations.
Full details, including subject structure, study plans and application steps, are available below.