Automatic Exemption List

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1 Automatic Exemption List This document provides a list of pre-approved exemptions for Kaplan Higher Education (KHE) courses. To qualify for these exemptions students must provide a certified copy or original copies of their transcript, certificate or other credentials (e.g. evidence of successful completion of the ICAA or CA program) to verify they have met the exemption requirements for the subject. Any study cited in an exemption application must have been completed within the specified time prior to the date of application. A maximum of 30% can be exempted into any course based on undergraduate study. A maximum of 50% can be exempted into any course based on postgraduate or equivalent study. FEES There is no fee for automatic exemptions listed below. OTHER METHOD OF OBTAINING EXEMPTIONS If a subject/course you have studied and successfully completed is not on the list below you may apply for an exemption using the Higher Education exemption application form. More details on this process can be found on the website. AUTOMATIC EXEMPTION LIST The following list provides a guide to approved automatic exemptions into higher education subjects and courses delivered by Kaplan Higher Education. Completed subject or course with other provider Automatic subject exemption Unit/course Asian Securities Analysts Federation (ASAF) Certified International Investment Analyst (CIIA) Association of Chartered Certified Accountants (ACCA) ACCA Qualification Fundamentals level (must include F7 Financial Reporting) FPE014 Accounting CFA Institute (CFA) CFA Level I or CFA Level II Student can send confirmation via from the CFA as evidence of completion. FIN205 Business Valuation Kaplan Higher Education Pty Ltd trading as Kaplan Professional ABN (PRV12030) Page 1

2 Completed subject or course with other provider Automatic subject exemption Unit/course CFA Level III Documentation required is the certification of the designation. Three (3) core subjects FIN201 Quantitative Applications in Finance FIN205 Business Valuation Chartered Institute of Management Accountants (CIMA) Successful completion of the CIMA professional qualification and CIMA current membership Documentation is required for both membership and the qualification. Three (3) core subjects FIN205 Business Valuation FIN205 Business Valuation one (1) elective Two (2) general electives FIN234 Strategic Management FIN342 Applied Corporate Finance FIN342 Applied Corporate Finance FPE014 Accounting CPA Australia CPA Australia membership. Requires completion of the CPA Program (or the CPA Australia conversion course). Documentation is required for both membership and program completion. Financial Planning FPE014 Accounting Financial Planning Financial Planning Grad Cert in Financial Planning Kaplan Higher Education Pty Ltd trading as Kaplan Professional ABN (PRV12030) Page 2

3 Completed subject or course with other provider Automatic subject exemption Unit/course Financial Planning Association (FPA) Completion of a degree (Bachelors, Masters or Doctorate) as well as the technical education requirements of the CFP i.e. CFP1, CFP2, CFP3, CFP4 and Certification Assessment (previously CFP5). Three (3) Financial Planning exemptions (i.e. a choice of three (3) from FPC002 FPC007) One (1) Financial Planning exemption (i.e. a choice of one (1) from FPC002 FPC007) Financial Planning FPC002 Applied Financial Planning FPC003 Superannuation and Retirement Advice FPC004 Insurance Advice FPC005 Estate and Succession Planning FPC002 Applied Financial Planning FPC003 Superannuation and Retirement Advice FPC004 Insurance Advice FPC005 Estate and Succession Planning FPC002 Applied Financial Planning one (1) of FPC003 Superannuation and Retirement Advice or FPC004 Insurance Advice Grad Cert in Financial Planning Global Accounting Alliance (GAA) Successful completion of a Chartered Accountant or Certified Public Accountant qualification awarded by one of the following GAA member organisations: The Institute of Chartered Accountants in England & Wales (ICAEW) The Institute of Chartered Accountants of Scotland (ICAS) The Institute of Chartered Accountants in Ireland (ICAI) Hong Kong Institute of Certified Public Accountants (HKICPA) Chartered Accountants of Canada (CICA) The South African Institute of Chartered Accountants (SAICA) The American Institute of Certified Public Accountants (AICPA) The Japanese Institute of Certified Public Accountants (JICPA) Documentation is required for completion of the accounting program and for membership of the GAA organisation. FPE014 Accounting two (2) general electives CFP, CERTIFIED FINANCIAL PLANNER and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Australia Limited is the marks licensing authority for the CFP marks in Australia, through agreement with FPSB. Kaplan Professional does not certify individuals to use the CFP, CERTIFIED FINANCIAL PLANNER and CFP Logo. CFP certification is granted solely by FPSB and FPA to individuals who, in addition to completing an educational requirement such as that offered by Kaplan Professional have met ethics, experience and examination requirements. Kaplan Higher Education Pty Ltd trading as Kaplan Professional ABN (PRV12030) Page 3

4 Completed subject or course with other provider Automatic subject exemption Unit/course Global Association of Risk Professionals (GARP) Financial Risk Manager (FRM) certification Chartered Accountants Australia and New Zealand (CAANZ) CAANZ membership* (except for affiliate members). * Requires completion of the Chartered Accountants Program. Documentation is required for both membership and program completion. Macquarie University (5 year currency) ECFS868 Financial Risk Management ECFS874 Legal Risk in Finance or ECFS901 Managing Operational Risk Financial Planning FPE014 Accounting Financial Planning Financial Planning ECFS901 Managing Operational Risk FIN219 Operational Risk Management ECFS866 Corporate Finance ECFS900 Project Analysis and Evaluation ECFS865 Investments ECFS881 Derivatives Valuation ECFS867 Financial Instruments FIN205 Applied Valuation FIN329 Futures and Options Markets and Trading Grad Cert in Financial Planning ECFS842 Mergers and Acquisitions ECFS866 Corporate Finance ECFS865 Investments ECFS868 Financial Risk Management ECFS871 Risk & Portfolio Construction ECFS877 Project Finance ECFS865 Investments ECFS867 Financial Instruments ECFS908 Interest Rate Portfolio Management ECFS865 Investments FIN330 Mergers and Acquistions FIN342 Applied Corporate Finance FIN201 Quantitative Applications in Finance FIN338 Project Finance FIN240 Interest Rate Markets Monash University (5 year currency) ETF9300 AFF5280 Financial Econometrics Institutional Asset and Liability Management AFF9150 Options, Futures and Risk Management FIN329 Futures and Options Markets and Trading ETF9300 Financial Econometrics FIN201 Quantitative Applications in Finance Kaplan Higher Education Pty Ltd trading as Kaplan Professional ABN (PRV12030) Page 4

5 Automatic Exemption Form USE BLOCK LETTERS WHEN COMPLETING THIS FORM AND PLEASE KEEP A COPY PERSONAL DETAILS Title: Dr/Mr/Mrs/Ms/Miss/Other First Name(s): Personal ID: Last Name: Phone (H): (W): (M): COURSE AND SUBJECT Please indicate the postgraduate course into which you are seeking exemption: Graduate Diploma of Applied Finance Graduate Certificate in Applied Finance Graduate Diploma of Finance Planning Part A: Information on previous studies that forms basis of application Subject code Subject name Institution Date completed Part B: Kaplan subject for which credit is sought Subject code Subject name Approve/Decline (subject & course manager) Copies of documents such as certificates, transcripts and supporting letters must be certified as a true copy or original copies be considered in the application. Documents submitted will not be returned to the applicant. Kaplan Higher Education Pty Ltd trading as Kaplan Professional ABN (PRV12030) Page 5

6 STUDENT DECLARATION I hereby declare: I have read the instructions provided on this document and supplied all information required. I acknowledge that the decision of Kaplan is final in awarding my exemption. I understand that if I have not submitted the required material, my application won t be processed and will be contacted. I agree to abide by Kaplan policies. I have accurately and truthfully represented my own study and/or work experience in this application. The documentation I have submitted represents my own work and experience. Signature: Date: Please ensure that your application is complete and that you have attached all supporting documentary evidence. PRIVACY We recommend that you read Kaplan s Privacy Policy published on our website. Return this form to the Kaplan office via: MAIL Kaplan Higher Education Automatic Exemption Application GPO Box 9995, Sydney NSW 2001 FAX APPLICATION ASSISTANCE: Contact your Student Adviser or call ( ). Kaplan Higher Education Pty Ltd trading as Kaplan Professional ABN (PRV12030) Page 6

Automatic Exemption List

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