Diploma of Financial Services (Financial Planning)

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Get the best possible start to a career in finance. Enrol now.

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Start a Career in Financial Planning

With strong growth forecast for the financial services industry, now's a great time to switch to a career in finance.

To enter the 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.


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Study at your own pace towards this nationally recognised 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: 3 years	Pre-requisites	None
Delivery method	Distance education + optional workshops	Course materials	All course materials are provided
Delivered by	Kaplan Professional	Assessment	Assignments + exams

Gain a Recognised, Accredited Financial Qualification

The Diploma of Financial Services (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) - formerly known as Policy Statement 146 (PS146).

This course is accredited as a vocational education qualification within the Australian Qualifications Framework, and is endorsed by the Financial Services Institute of Australia (Finsia), the leading professional body in the financial services industry.

Course Subjects

Entry Level Competencies
Investment Planning
Risk Management
Superannuation and Retirement Planning

You will also need to complete a Diploma Skills Assessment in order to receive your qualification. Contact a SEEK Learning consultant to find out more about this skills assessment.

What You'll Learn

Among other things, you'll learn about:

The financial planning process
The operation of financial markets
The basics of investment
Shares and the stock market
Derivatives
Life insurance and risk management
Strategic retirement planning

Flexible Course Delivery

Kaplan Professional 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 Services (Financial Planning) anytime. All materials and resources are included. Assignments are to be submitted no later than four months from subject commencement, while first exams are to be completed within six months of subject commencement.

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

What's Included

Whichever study method you choose, you receive:

All course materials
Online access to Kaplan Professional's Financial Planning Guide - an electronic reference manual
Extra resource materials
'Quick Reference Guide' of facts and figures
Practice exams
Telephone and email 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

Globally renowned for high-quality courses, Kaplan Professional has become the leader in financial services education in Australia by bringing together Tribeca Learning and Finsia Education - organisations that are recognised and respected for excellence in education.

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

Find out more about Kaplan Professional.

Get Started Now!

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Free Call 1800 89 1011

9am - 5:30pm AEST Mon - Fri. to speak to a SEEK Learning consultant

Related Courses

Advanced Diploma of Financial Services (Financial Planning)

Certificate IV in Financial Services (Finance/Mortgage Broking)

Diploma of Financial Services (Finance/Mortgage Broking Management)

Diploma of Financial Services - Financial Markets Pathway

Diploma of Financial Services - Lending Pathway

FAQs

Take the Next Step Now

Enquire now to get more information about this course, including course fees. A SEEK Learning consultant
will contact you to discuss your requirements. To speak to a consultant now, call 1800 89 1011.

Get the best possible start to a career in finance.

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Invest in Your Future

	Flexible start dates Enrol in and start your course anytime.
	Self-paced study Achieve your ideal work / study / life balance.
	Career-relevant education Apply what you learn immediately.
	Not sure yet? Talk to us about career outcomes, study/life balance and more.

Course providers include:

TAFE Open Training and Education Network