Financial Planner Level 2 (Advanced Diploma)


Add depth and credibility to your financial expertise. This means you'll be able to help clients with their complex financial needs, in areas like estate planning and taxation.

Kaplan Financial’s courses are designed and delivered by leaders in the financial services industry, so what you learn is practical, relevant and up-to-date.

Have a question or ready to enrol?

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At a glance

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Kaplan Professional – Financial Courses (RTO 90116)
Career Opportunities

Nationally recognised - meets Australian Qualifications Framework standards.
Eligible entry point into the Fellow Chartered Financial Practitioner program with the Association of Financial Advisers, and the Certified Financial Planner program with the Financial Planning Association of Australia.



Course length
Self-paced. Typically 120 hrs per subject. | Maximum time for course completion: 2 years
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Assignments & exams
Start date

Start anytime. 

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Kaplan Professional – Financial Courses (RTO 90116)
Payment options

12-month interest free payment planTerms & conditions apply

Upfront payment

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What you'll learn

This course was developed for experienced financial professionals. It will extend your knowledge of financial planning and advisory services, including:

  • Tax strategies
  • Estate planning
  • Engaging and building your client base
  • Writing statements of advice for complex client scenarios

Course structure

4 units


  1. DFP5 - Taxation fundamentals

  2. DFP6 - Estate planning

  3. DFP7 - Client engagement strategies

  4. DFP8 - Advanced financial planning

If you have not previously completed Securities and Managed Investments you will also need to enrol in this subject.

Support and delivery

Flexible course delivery

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

Kaplan Professional’s online courses can also be referred to as distance education.

Payment options

There are 2 ways you can pay for this course:

1. 12-month interest free payment plan

Pay for your course over time by making weekly, fortnightly or monthly repayments.

This flexible payment plan requires no deposit, and you pay no interest for the first 12 months.

2. Upfront payment

You can pay for this course upfront via credit card or bank transfer.

To understand more about payment options or find out if you’re eligible for a funding entitlement, contact a SEEK Learning Consultant.

Have a question or ready to enrol?

Our Learning Consultants can:
  • icon enquiry 1Answer any questions about a course
  • icon enquiry 2Give advice on job outcomes
  • icon enquiry 3Explain finance options and help you enrol
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