Master Your Future In Financial Planning With The Industry's Leading Education Provider

We're here to future-proof your career with tailored financial planning education designed to meet the evolving industry standards.

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course guide

Pathways

Subject availabilities

Learning outcomes

Download your free course guide

Get your free copy of the course guide to find out more about Financial Planning

Pathways

Subject availabilities

Learning outcomes

Study support overview

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Winner of the 'Best Education Program for Advisers' award at the 2024 Australian Wealth Management Awards.

Winner of the 'Best Education Program for Advisers'
award at the 2024 Australian Wealth Management Awards.

Image20240524151139
Image20240524151139

Winner of the 'Best Education Program for Advisers' award at the 2024 Australian Wealth Management Awards.

Winner of the 'Best Education Program for Advisers'
award at the 2024 Australian Wealth Management Awards.

Why 45,000 professionals study with us each year

Early access to course materials

With four weeks of early access to subject materials and learning resources in each of our six annual intakes, you can plan your studies around your busy schedule before commencement date to make a head start.

Proactive and personalised student support

We provide comprehensive support to help you succeed. From weekly online workshops to individual tutor support, we have got your back every step of the way.

Tailored to fit your lifestyle

Whether you're a recent graduate or returning to education, our courses are tailored to fit your needs. With 100% online study and six intakes each year, you decide when and where you learn.

Australia's leading financial services education provider

As a leading financial services education provider, Kaplan Professional offers highly respected courses that will future-proof your career at any level.

Early access to course materials

Early access provides four extra weeks to review your subject materials and learning resources, helping you better plan your studies around your schedule.

Tailored to fit your lifestyle

Whether you're a recent graduate or returning to education, our courses are designed for industry professionals. 100% online study and six intakes each year you decide when and where you learn.

Proactive and personalised support

Our support team will help you create tailored study plans. You’ll also have access to industry experts, online forums and study groups for a collaborative learning experience.

Australia's leading financial services education provider

As a leading financial services education provider, Kaplan Professional offers highly respected courses that will future-proof your career at any level.

Early access to course materials

With four weeks of early access to subject materials and learning resources in each of our six annual intakes, you can plan your studies around your busy schedule before commencement date to make a head start.

Proactive and personalised student support

We provide comprehensive support to help you succeed. From weekly online workshops to individual tutor support, we have got your back every step of the way.

Icons-Pink_Flexible209

Tailored to fit your lifestyle

Whether you're a recent graduate or returning to education, our courses are tailored to fit your needs. With 100% online study and six intakes each year, you decide when and where you learn.

Australia's leading financial services education provider

As a leading financial services education provider, Kaplan Professional offers highly respected courses that will future-proof your career at any level.

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Financial Planning Pathways

Graduate Certificate in Financial Planning

Total 4 core subjects

4 core subjects

Graduate Diploma in Financial Planning

FAS approved – Total 8 Subjects

Plus 4 core subjects

Graduate Certificate in Financial Planning

FAS approved – Total 12 Subjects

Plus 2 core subjects

+

2 elective subjects

Learn more about the different financial planning courses​

There are three course pathways to obtain an industry-respected financial planning qualification with Kaplan Professional.

The 100% online Graduate Certificate in Financial Planning is a four-subject higher education qualification set at AQF level 8. Designed in collaboration with leading financial advisers and industry experts, this course ensures practical, relevant and immediately transferable knowledge and skills to the workplace. It can also be used as a ‘stepping stone’ into higher qualifications that meet the FAS education standards such as the Graduate Diploma of Financial Planning or Master of Financial Planning.

 

Who is this course for?


– Advisers without a relevant degree seeking a pathway to a FAS-approved qualification

– Career changers looking to enter the financial advice field

– Professionals requiring a deeper understanding of financial advice for their role


Course outcomes:

– Ideal starting point for the Master of Financial Planning pathway

– Eligibility for the FAS-approved Graduate Diploma of Financial Planning with Kaplan Professional

Our 100% online, FAS-approved Graduate Diploma of Financial Planning is an eight-subject higher education qualification set at AQF level 8. Designed in collaboration with industry experts, it offers practical and relevant knowledge in investment, taxation, estate and succession planning and client engagement.

 

Who is this course for?

• Individuals seeking a FAS-approved qualification

• Professionals looking to broaden their technical knowledge in financial planning

 

Course outcomes:

• Meets FAS educational requirements for existing advisers who don’t meet the 10-year experience exemption
• Provides expertise in investment, taxation, estate and succession planning, and client engagement

Our 100% online, FAS-approved Master of Financial Planning is a purpose-built higher education qualification set at AQF level 9. Developed in consultation with industry experts, it offers advanced technical rigour and specialised knowledge in financial advice strategy and theory.

 

Who is this course for?

• Individuals seeking a FAS-approved qualification

• Professionals looking to specialise in financial planning areas like self managed superannuation funds, debt strategies and aged care

• Aspirational advisers aiming to stand out with a masters degree

• Those who want to achieve a professional designation (FAAA’s CFP®️ and/or SMSF Association’s SSA™)

 

Course outcomes:

• Covers advanced topics in financial markets, products, investments, risk management, and more

• Provides specialised electives in specialist financial planning areas.

• Boosts credentials with a masters degree

What is FAS Approved?

FAS approved refers to the approval granted by the Treasury for the governance of professionals in the financial advice sector. This approval encompasses the establishment of mandatory educational and training prerequisites, the creation of an industry examination, and the implementation of a code of ethics that all advisers must follow.

Set yourself apart with a specialist designation pathway

In a competitive landscape, financial advisers are seeking opportunities to differentiate themselves and specialise in their careers.

Kaplan Professional has proudly partnered with the Financial Advice Association Australia (FAAA), SMSF Association and College for Financial Planning® to provide existing and aspiring financial advisers the opportunity to enhance their credentials and specialise in their chosen sector.

For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to the highest ethical standards that require them to put their clients’ interests first.

 

Kaplan Professional is proud to partner with the Financial Advice Association Australia (FAAA), which allows individuals to combine our FAS-approved Master of Financial Planning with the CFP® Certification Program.

 

This pathway requires individuals to successfully complete 10 core subjects and 1 elective subject from Kaplan Professional’s Master of Financial Planning. The final elective subject – CFP® certification unit – is completed with the FAAA.

 

Our Course Advise team will help you decide which specialisation will best suit your career aspirations.

Kaplan Professional has proudly partnered with the SMSF Association to provide financial advisers the chance to enhance their credentials and specialise in the rapidly expanding superannuation sector.

 

To achieve both Kaplan Professional’s FAS-approved Master of Financial Planning and the SMSF Association’s SSA™ designation, you’ll need to successfully complete the elective subject FPE020 SMSF Regulations and Taxation as part of the FAS-approved Master of Financial Planning qualification.

 

Our Course Advise team will help you decide which specialisation will best suit your career aspirations.

Kaplan Professional has proudly partnered with the College for Financial Planning® – a Kaplan US company – to offer three globally-recognised designations in Australia.

 

Accredited Behavioural Finance ProfessionalSM (ABFP®)

Chartered Retirement Planning CounsellorSM (CRPC®)

Financial Paraplanner Qualified ProfessionalSM(FPQP®)

 

You can apply to earn these designations based on studies completed with Kaplan Professional, whether that be specific subjects or a full qualification.

 

Our Course Advise team will help you decide which specialisation will best suit your career aspirations.

Ready to get started?

When you get in touch with Kaplan Professional, you'll speak with our friendly and knowledgeable Course Advise team.
They'll guide you through your options, recommend the right course, and determine the number of subjects you'll need to complete.

How it works:

1. Submit your details on this page

2. We will send you an email acknowledging your request

3. A Course Adviser will be in touch to discuss your options

With a legacy of excellence, Kaplan Professional is your trusted partner in financial planning education. Join thousands of industry professionals who have entrusted us to advance their careers. Elevate your financial planning journey with confidence, knowing you're in capable hands.