The online Graduate Certificate in Financial Planning is a four-subject postgraduate qualification set at AQF level 8.
It’s designed and developed in conjunction with leading financial advisers and industry experts to ensure what you learn is practical, relevant and immediately transferable to your professional practice.
The Graduate Certificate is the ideal starting point if you want to complete the first four subjects of the FASEA-approved Master of Financial Planningpathway. You can then:
This qualification is for
Below are the minimum education requirements for entry into our postgraduate courses.
Alternative entry pathways may be available to you if you do not meet the minimum education requirements. In addition, other entry requirements, such as English language proficiency, may apply to you depending on your academic background.
The qualifications listed as minimum education requirements must be from a recognised Higher Education provider (including the National Office of Overseas Skills Recognition).
You'll be able to understand key economic principles and financial planning market concepts in the context of financial planning, compare a range of financial products.
Also, you will develop appropriate solutions from a range of portfolios and strategies for a variety of client profiles, needs and objectives.
You'll learn to demonstrate knowledge of the six steps of the financial planning process and get hired for relevant legislation, regulations, codes of practice, and ethical behaviour.
Four (4) core subjects:
Single subject study is also available. Click here for full subject availability.
Advanced Standing is recognition of prior learning (RPL) in terms of your experience and/or studies. When you apply for Advanced Standing, we will assess your prior learning and may award you credit in the course in which you are currently studying in recognition of what you have achieved. The granting of credit results in the reduction of the amount of learning required to achieve your qualification. We recognise various types of prior learning towards Kaplan postgraduate courses:
Advanced standing based on an Industry Designation - No charge
Advanced standing based on prior postgraduate study - $250 per subject*
See link for more info: https://www.kaplanprofessional.edu.au/faqs/postgraduate-advanced-standing/
1. Check entry requirements
Each Kaplan Professional postgraduate qualification has minimum entry requirements. Please ensure you meet the eligibility requirements required to enrol.
In order to complete your studies with Kaplan Professional, you are assumed to have the following skills and access relating to technology.
2. Check for possible exemptions
You may be able to obtain advanced standing for Kaplan Professional subject based on your previous study, professional membership status and work experience.
3. Choose a subject
All financial planning subjects are available every study period.. Check the subject outline to understand the hours of commitment and prerequisites.
Make sure you check the assessment timetable to ensure you are available to sit the assessment pieces.
You only pay fees for subject(s) in which you enrol each study period. Check the fee schedule for more information about fees.
You can enrol now and supply documentation to support your application for enrolment at a later date, within three weeks of your initial enrolment into the qualification. On enrolment, new postgraduate students will be required to post an original certified copy of their previous studies. If you are paying by cheque, utilising a deferral or have a preferred client code you will need to download a copy of our paper-based enrolment form.