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Graduate Certificate in Financial Planning

  • Graduate Certificate

Kaplan Professional’s online Graduate Certificate in Financial Planning is a purpose-built, four-subject postgraduate qualification set at Australian Qualifications Framework (AQF) Level 8

Key details

Degree Type
Graduate Certificate
Study Mode
Intake Months
Jan, Mar, May, Jul, Sep, Nov
Domestic Fees
$9,600 per year / $9,600 total

About this course

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:

  1. Complete four more subjects to attain the FASEA-approved Graduate Diploma of Financial Planning.
  2. Complete another four subjects to graduate with an FASEA-approved Master of Financial Planning.

This qualification is for

  • Those working towards the new professional standards
  • Those who want a direct pathway to the Master of Financial Planning (MFP)
  • Professionals from other fields looking to move into financial planning and achieve a postgraduate qualification, and work towards a professional designation (FChFP or CFP®)
  • Candidates with CA, CPA, CFA®, or other designations now looking to build on that base and develop further capacity to work in broader and more specific financial planning positions (automatic subject exemptions may apply)

Entry requirements

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). 

  • An Undergraduate Degree, or
  • A related* Advanced Diploma or Diploma, or
  • An unrelated Advanced Diploma or Diploma plus 2 years' related industry experience, or
  • Academic and/or professional qualifications demonstrating potential to undertake study at this level


Level of Study

Course Structure

  • 4
  • 4

Study locations


What you will learn

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.

Course structure

Four (4) core subjects:

  • FPC001B Economic and Legal Context for Financial Planning (aligns to FASEA bridging course: Financial Advice Regulatory & Legal Obligations)
  • FPC002B
  • Ethics and Professionalism in Financial Advice (aligns to FASEA bridging course: Ethics for Professional Advisers
  • FPC003 Superannuation and Retirement Advice
  • FPC004 Insurance Advice

Single subject study is also available. Click here for full subject availability.

Credit for prior study or work

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/

How to apply

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.

Financial Planning subjects> 

Make sure you check the assessment timetable to ensure you are available to sit the assessment pieces. 

4. Enrol

You only pay fees for subject(s) in which you enrol each study period. Check the fee schedule for more information about fees.

FEE-HELP is also available. Click here to find out if you're eligible. 

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.