In a nutshell
Keen to kick-start your financial planning career? Kaplan Professional’s comprehensive online Diploma of Financial Planning FNS50615 Level 1 course equips you with the essential skills and knowledge to prepare you for professional success.
Kaplan Professional has updated the Financial Planner Level 1 program to ensure that it includes the latest industry content, and the enhanced, practice-based assessment structure means you’ll meet market demand for agile financial planners with an innovative approach. Across four subjects, you’ll learn financial planning fundamentals, insurance risk protection, superannuation and retirement planning and securities and managed investments; you’ll also develop the key interpersonal skills necessary to give personal advice to retail clients.
This is an ideal course for anyone looking to commence a career as a financial planner or adviser. It also meets the requirements for RG146 Tier 1 compliance in Financial Planning, Life Insurance and Superannuation and Securities and Managed Investments.
What you’ll need
There are no minimum education requirements, however, it is strongly recommended that applicants have a strong grasp of language, literacy, numeracy and computing skills.
In this finance course, the subjects you may study include:
- IFP: Introduction to finance principles – optional (this subject is separate to the diploma and is recommend for those who are new to the industry)
- DFP 1 – Financial planning fundamentals
- DFP 2 – Insurance and risk protection
- DFP 3 – Superannuation and retirement planning
- DFP 4 – Securities and managed investments (separate to the Diploma qualification)
Why Kaplan Professional?
Kaplan Professional is a leading provider of education in financial services and real estate. Kaplan Professional’s internationally renowned programs, personalised study experiences, flexible learning options and range of industry partners, all make them highly respected and distinguished.
Kaplan Professional offers a range of professional qualifications and provides learning solutions to 45,000 people a year. Whether you want to undertake a Certificate, Diploma or Masters, Kaplan Professional has the right course to get you where you want to go!
Kaplan Education Pty Ltd trading as Kaplan Professional (RTO 90116)
Kaplan Professional aim to make your learning journey as seamless as possible and have put together a student services team to assist and help you out if any challenges come up.
Student support representatives will be on hand to answer questions around the system, login and password queries, explaining processes around assessments etc., and to offer advice around study pathways and subject selection.
There’s also an ‘Ask the Tutor’ forum where you can direct questions regarding your studies to subject matter experts.