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Diploma of Financial Planning

FNS50610

Start a Career in Financial Planning

To start a career in the finance industry, and to provide sound financial advice to clients, you need a qualification that validates your understanding of financial planning fundamentals and offers RG146 compliance - exactly what this diploma delivers.

Study at your own pace towards this nationally recognised, Finsia-endorsed diploma from Kaplan Professional, the leader in financial services education.

Quick Course Guide

Qualification: Diploma (offering RG146 compliance)
Enrolment dates: Enrol anytime - start now!

Study time: Self-paced (typically 60 hours per subject). Maximum time for course completion: 2 years
Pre-requisites: None

Delivery method: Distance education + optional workshops
Course materials: All course materials are provided

Delivered by: Kaplan Professional Education
Assessment: Projects + exams

Gain RG146 Compliance and a Career Advantage

The Diploma of Financial Planning meets the requirements of the Australian Securities and Investments Commission (ASIC) and is recognised throughout Australia.

With this diploma, you'll be qualified to provide financial planning advice in accordance with ASIC's Regulatory Guide 146 (RG146).

This course is accredited as a vocational education qualification within the Australian Qualifications Framework (AQF).

Course Subjects

Core Subjects:

Foundations of Financial Planning
Insurance and Risk Protection
Superannuation

Optional

Investment Products (choose 3 of the following 4 knowledge areas:
- Derivatives
- Managed Investments
- Margin Lending
- Securities

What You'll Learn

As a graduate of this course, you'll have the fundamental knowledge required to work in the financial services industry. You'll also be able to:

design recommendations on insurance policies
strategically plan superannuation and retirement

In addition, you'll attain RG146 accreditation in:

generic knowledge
financial planning
insurance (general and life)

Plus 3 of the following 4 options:

managed investments
securities
derivatives
superannuation

Flexible Course Delivery

Kaplan Professional Education (Kaplan) courses are designed to be flexible, so you can achieve your ideal work / study / life balance.

Self-study Details
Enrol in and start the Diploma of Financial Planning anytime. All materials and resources are included. First Projects submissions and first exam sit are to be completed no later than 12 weeks from subject commencement, while project resubmissions and exam resits are to be completed within 16 weeks of subject commencement.

Optional Intensive Workshops
Complement your self-study with Kaplan's intensive face-to-face workshops - ideal if you prefer a more structured learning environment. Each subject has two days of workshops, which run continuously throughout the year.

What's Included

Whichever study method you choose, you receive:

all course materials
additional learning resources
topic review quizzes
online technical support

Benefits of Workshops

Led by industry leaders - benefit from their expertise and insight
Receive valuable assignment preparation guidance
Receive advice on exam techniques
Network with other students

About Kaplan Professional Education (Kaplan)

Kaplan is a leading provider of financial services education and training in Australia. Globally renowned for high-quality courses, Kaplan is focused on lifelong learning and providing you with the education required to break into and get ahead in the financial services industry.

Planned and delivered by leading industry practitioners, Kaplan courses are nationally recognised, career-relevant and practical.

Find out more about Kaplan.