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Master of Financial Planning

  • Masters (Coursework)

This FASEA-approved Master of Financial Planning* is a purpose-built degree set at Australian Qualifications Framework (AQF) level 9. It’s designed and developed in consultation with indu...

Key details

Degree Type
Masters (Coursework)
Duration
2 - 5 years full-time
Study Mode
Online
Intake Months
Feb, Apr, Jun, Aug, Oct, Dec
Fees
$28,800 per year / $28,800 total

About this course

Our FASEA-approved*, online Master of Financial Planning is a purpose-built postgraduate degree set at AQF level 9. It’s designed and developed in consultation with industry experts, and combines advanced technical rigour with practical and relevant performance-focused learning outcomes. Due to the specialised nature of the qualification, it offers contemporary teachings in financial advice strategy and theory at the highest level.

You will gain a thorough understanding of:

  • Financial markets
  • Financial products
  • Investments (theory, evidence and quantitative techniques)
  • Risk management
  • Financial planning
  • Taxation law and strategies
  • Compliance
  • Ethical and professional conduct

Note: Once the FASEA curriculum is confirmed, Kaplan Professional will ensure the required elements are incorporated into our FASEA-approved Master of Financial Planning, specifically the FASEA Code of Ethics and Code Monitoring subject. 

This qualification is for

  • Advisers who want to upskill to meet the new education standards
  • Advisers who are committed to the development of financial planning as a profession
  • Advisers who want achieve the highest qualification attainable in the industry and work towards a professional designation
  • Professionals from other fields looking to move into financial planning and simultaneously achieve a postgraduate qualification and progress toward 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)

Entry requirements

  • A related* Undergraduate Degree or Graduate Diploma, or
  • An unrelated Undergraduate Degree or Graduate Diploma plus 2 years' related industry experience
Level of Study
Graduate Diploma, Bachelor

Course Structure

  • 10
    Core
    Units
  • 2
    Elective
    Units
  • 12
    Total
    Units

Study locations

Online

What you will learn

Learn the key economic principles and financial market concepts in the context of financial planning, understand the appropriate solutions for clients including those with specialised or complex needs, based on and evidenced by appropriate research and inquiry.

You'll also be able to choose fit-for-purpose strategies in running a successful financial planning practice
Integrate appropriate verbal and written communication, negotiation and client relationship building skills in client integration. 

Course structure

To qualify for the Masters of Financial Planning, you must complete twelve (12) subjects consisting of: 

10 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
  • FPC005 Estate and Succession Planning
  • FPC006 Tax and Commercial Law for Financial Planning
  • FPC007B Client Engagement Skills (aligns to FASEA bridging course: Client and Consumer Behaviour, Engagement and Decision Making)
  • FPC008 Investment Advice
  • FPC009 Complex Financial Planning
  • KAP001: Research Project

2 Elective subjects      

  • FPE010 Aged Care
  • FPE011 Debt Strategies
  • FPE012 Marketing for Financial Planning Practices
  • FPE013 Business Planning and Practice Management
  • FPE014 Financial Accounting Principles
  • FPE015 Derivatives in Financial Planning
  • FPE016 Self Managed Superannuation Funds
  • FPE018 Advanced Technical Strategy
  • FPE019 Governance and Ethics

You may choose from the financial planning elective subject list or a subject from the Master of Applied Finance.

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. 

Student reviews and profiles

Read real reviews from current students and recent graduates of the Master of Financial Planning at Kaplan Professional


  • Student Stories
Kaplan Professional’s Master of Financial Planning gave me a great depth of knowledge.

Michael Ward

  • Student Stories
Kaplan Professional’s Master of Financial Planning gave me a great depth of knowledge.

Michael Ward

Read full story
  • Student Stories
Kaplan Professional’s Master of Financial Planning gave me a great depth of knowledge.

Michael Ward

  • Student Stories
Kaplan Professional’s Master of Financial Planning gave me a great depth of knowledge.

Michael Ward

Read full story

Student stories and experiences

Watch testimonies and stories from current students and recent graduates of the Master of Financial Planning at Kaplan Professional


Anthony Bonilla Testimonial - Master of Financial Planning

"What I've learned is that I can do it. If I can do it, anyone can do it. It's online, it's easy. We shouldn't be scared…

Rachael Bursell Testimonial - Master of Financial Planning

Hear how Rachael Bursell has managed to balance her postgraduate financial planning studies with raising young children …

Sandra Labio Testimonial - Master of Financial Planning

Hear how Sandra Labio managed to balance her Master of Financial Planning studies with a full-time career as a financial…

Daniel Oosthuizen Testimonial - Master of Financial Planning

Kaplan Professional’s online flexibility and six annual intakes has allowed Daniel Oosthuizen to choose how and when he …

Anthony Bonilla Testimonial - Master of Financial Planning

"What I've learned is that I can do it. If I can do it, anyone can do it. It's online, it's easy. We shouldn't be scared…

Rachael Bursell Testimonial - Master of Financial Planning

Hear how Rachael Bursell has managed to balance her postgraduate financial planning studies with raising young children …

Sandra Labio Testimonial - Master of Financial Planning

Hear how Sandra Labio managed to balance her Master of Financial Planning studies with a full-time career as a financial…

Daniel Oosthuizen Testimonial - Master of Financial Planning

Kaplan Professional’s online flexibility and six annual intakes has allowed Daniel Oosthuizen to choose how and when he …