finance_courses

Graduate Diploma of Financial Planning

Prepare yourself to work as an expert Financial Planner, with knowledge of the latest industry practices.

This nationally recognised qualification is delivered by industry experts, and is ideal for graduates looking to work in financial planning or professionals looking to upgrade their skills.


Have a question or ready to enrol?

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At a glance

Study mode

laptop
Online

Provider

Kaplan Professional – Financial Courses (RTO 90116)
Career Opportunities
  • Paraplanner
  • Financial Adviser
  • Investment Manager
Recognition

Nationally recognised - meets Australian Qualifications Framework standards.

Prerequisites

Related undergraduate degree, advanced diploma or diploma

Location

Online

Course length
Trimester-based delivery. Maximum time for course completion: 4 years
Study mode

Online

Assessment
Assignments & exams
Start date

6 start dates per year.

Contact us about enrolling.
Provider
Kaplan Professional – Financial Courses (RTO 90116)
Payment options

Study now pay later – FEE-HELP

12-month interest free payment planTerms & conditions apply

Upfront payment

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Price
Why isn't the course price shown?

Prerequisites

To qualify for this course, you must have one or more of the following:

  • An undergraduate degree or graduate certificate; OR
  • A related advanced diploma or diploma; OR
  • An unrelated advanced diploma or diploma plus two years of related industry experience; OR
  • Academic and/or professional qualifications demonstrating the potential to undertake study at this level

What you'll learn

Learn the latest concepts, techniques and skills used by today's leading financial institutions.

You'll gain ASIC RG146 compliance in the following areas:

Course structure

8 units

  • Economic, Legal and Ethical Context for Financial Planning
  • Applied Financial Planning
  • Superannuation and Retirement Advice
  • Insurance Advice
  • Estate and Succession Planning
  • Tax Considerations in Financial Advice
  • Client Engagement Skills
  • Investment Management Fund Manager Perspective

Support and delivery

Articulation & exit qualification

Upon completion of this course, you can proceed to the Master of Applied Finance course.

Alternatively, if you've completed 4 core subjects, and do not wish to continue studying, you may exit this course with the Graduate Certificate in Applied Finance qualification.

Payment options

There are 3 ways you can pay for this course:

1. Study now pay later – FEE-HELP

This course can be paid for through the FEE-HELP government loan scheme.

This means you don’t need to pay upfront for the course if you:

2. 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.

3. Upfront payment

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

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
Document icon and receive a free course guide

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