Course overview

The online FPEC-approved Graduate Diploma of Financial Planning is an eight-subject postgraduate qualification set at AQF level 8. It’s a nested qualification embedded within the Kaplan Professional FPEC-approved Master of Financial Planning

The course is designed and developed in conjunction with leading advisers and industry experts to ensure what you learn is practical, relevant and immediately transferable to your practice. You’ll build on the skills you’ve already developed and broaden your technical knowledge in investment, taxation, estate and succession planning, and client engagement skills.

FASEA has proposed completion of an eight-subject Graduate Diploma of Financial Planning satisfies the education standards required to be able to provide financial advice for an existing financial adviser. Consultation on FASEA’s proposed education standards is open until 29 June 2018.

Graduates of the Graduate Diploma of Financial Planning will satisfy the entry requirement for the Certified Financial Planner® (CFP®) designation offered by the Financial Planning Association of Australia (FPA).

Note: Once the FASEA curriculum is confirmed, Kaplan Professional will ensure the required elements are incorporated into our postgraduate qualifications to attain FASEA approval.

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 RG 146 compliance and a postgraduate qualification, a direct pathway to the MFP, and progress towards the FChFP or CFP® designation
  • 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)

Starting dates

January, March, May, July, September, November

What you will learn

Understand the  key economic principles and financial market concepts in the context of financial planning. You'll be able to formulate appropriate solutions based on the comparison of portfolios and strategies for clients, including those with specialised needs. 

You'll learn how to propose appropriate business and tax structures for a variety of clients’ circumstances
Integrate relevant legislation, regulations, codes of practice and ethical behaviour, as well as all competencies required, in the financial planning process. 

Once done, you'll be able to Integrate appropriate verbal and written communication, negotiation and client relationship building skills in client interactions.

Course structure

Eight (8) core subjects:

Single subject study is also availableClick here for full subject availability. 

Please download the transition table to find out more about subject equivalents in the existing and new course. 

Entry requirements

Below are the mimimum 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 Graduate Certificate, 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

Credit for prior study

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*
  • Advanced standing based on industry experience (available for Financial Planning courses only)- $750 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

Not all subjects are available in every study period so make sure you check your preferred subject is offered. Check the subject outline to understand the hours of commitment and prerequisites.

Applied Finance 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. 

Tuition Fees

Australian Fee Paying (AFP): $18,600 total course cost.

Duration

1 to 4 years with fast-track options available

Employment Outcomes

Graduates of Business & Management postgraduate courses at Kaplan Professional had the following employment outcomes:

Employed full time: 96.7% (national average 89.6%)
Studying full time: 4.4% (national average 5.2%)
Median full time salary: $105,000 (national average $102,000)

The ratings above refer the proportion of surveyed Kaplan Professional graduates for which the statement was true. You can find out more about these results here.

 

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