MASTER OF FINANCIAL PLANNING COURSE BROCHURE. Your success is how we measure our own

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1 MASTER OF FINANCIAL PLANNING COURSE BROCHURE Your success is how we measure our own

2 Contents Master of Financial Planning 4 Graduate Diploma of Financial Planning 5 Graduate Certificate of Financial Planning 6 Frequently Asked Questions 7 2

3 Why study with Kaplan Online Higher Education? Kaplan Online Higher Education (KOHE) is a leading provider of financial services education and training in Australia. Flexible Learning KOHE courses are designed to be flexible, so you can achieve your ideal work, study and life balance. All our Applied Finance courses have three study periods. You ll receive: Course materials online and information on relevant texts Online access to library resources, digital lectures, online activities/ resources, discussion forums Telephone and support through your dedicated student advisor Accredited and approved KOHE is an accredited higher education provider as per government regulations. All courses offered by KOHE are accredited as higher education qualifications by the Tertiary Education Quality and Standards Agency (TEQSA) and abide by the Australian Qualifications Framework (AQF). Professionally recognised course Built on its foundation as the Securities Institute of Australia and Finsia Education, all our finance courses are developed in partnership with senior professionals from Australia s leading financial firms, and sets the benchmark for practical learning in financial services education. Broader recognition We re part of Kaplan, Inc., the world s largest diversified education company. By enrolling in our finance courses, you ll be joining over one million students that study with Kaplan every year in over 30 countries around the world. With over 70 years in the education industry, we draw on this experience in Australia to provide our students an internationally recognised qualification with an individual focus. Gain recognition for your previous studies Students with relevant undergraduate and/or postgraduate qualifications may be eligible for some recognition of their previous studies enabling them to fast track their qualification. What you learn can be applied immediately in the workplace You will work on real life industry case studies and explore technical issues with experts currently working in the industry. What you learn is relevant, up-to-date and can be applied immediately in your workplace. You can study when and where you want Online delivery allows you to study when and where you choose, anywhere in the world, without taking time out from your career You can choose to specialise to achieve your career goals Our qualifications allow you to tailor your studies to your career aspirations through choice of specific electives at the Masters level. You will make important career connections Your professional network is expanded as soon as you commence your studies, through connections to our corporate partners, fellow students, past graduates and with the practising finance experts who contribute to the courses. Top tier companies request/recruit Kaplan graduates. Your Student Adviser As part of KOHE s Adviser For Life program (AFL), when you first become a student with us, you are allocated a dedicated Student Adviser who will be your contact throughout your studies. A dedicated Student Adviser is assigned to personally support you throughout your study, keeping you up to date with important information as well as being available to assist in decisions about subject enrolments and to offer general advice. With FEE-HELP, you can study and gain your desired qualification without worrying about your finances. The information contained in this brochure is correct at the time of publication, however, Kaplan Higher Education Pty Ltd reserves the right to alter, amend or delete details at any time without notice. 3

4 Master of Financial Planning Course Description Take your financial planning career to the next level with Kaplan Online Higher Education s (KOHE) Master of Financial Planning. Students will gain a thorough understanding of financial markets, financial products, investment (theory, evidence, and quantitative techniques), risk management, financial planning, taxation law and strategies, compliance, ethical and professional conduct. Course Structure Developed in partnership with senior professionals from Australia s premier financial institutions and relevant industry bodies, this practical course seeks to build the financial planning knowledge and skills required to further your career in financial planning. Course Learning Outcomes Explain key economic principles and financial markets concepts in the context of financial planning. Defend appropriate solutions for clients including those with specialised or complex needs, based on and evidenced by appropriate research and inquiry. Integrate appropriate verbal and written communication, negotiation and client relationship building skills in client interactions. Assess emotional, social and other drivers of client behaviour relevant to the financial planning process. Integrate additional competencies which are complementary to the financial planning process. Choose fit-for-purpose strategies in running a successful financial planning practice. Critique strategies which contribute to and advance financial planning as a profession. Who should enrol in this qualification? Financial planning professionals working in financial services looking to take the next step in their career and attain a higher qualification Professionals from other fields looking to move into financial planning and simultaneously achieve a postgraduate qualification, RG146 compliance, and progress toward the FChFP and CFP designations Candidates with FChFP, CA, CPA, CFA or other accreditations now looking to build on that base and develop further capacity to work in broader and more specific financial planning positions (automatic subject exemptions may apply). For information about ASIC RG146 compliance, FChFP and CFP contact an adviser or call Enrolling in this course Enrolment options Trimester start dates Entry Exemptions and recognition Completing this course Completion Alumni opportunities STEP 1 STEP 2 STEP 3 Online application or Enrolment form Three intakes or study periods per year: Tri 1: 10 February Tri 2: 3 June Tri 3: 22 September We generally advise full-time working professionals to study up to two subjects per trimester l A related Undergraduate Degree or Graduate Diploma, or l An unrelated Undergraduate Degree or Graduate Diploma plus 2 years related industry experience l You may be able to receive a subject exemption for prior postgraduate study and substantial career experience l Automatic exemptions may be granted for certain professional designations (e.g. FChFP, CFP, CA, CPA, CFA) In order to apply for exemptions please refer to the application process on the exemption page or contact a course adviser To attain the Master of Financial Planning you must successfully complete: 12 subjects 9 core subjects, 3 elective subjects (of which you must complete at least 1 Financial planning elective and 1 General elective subject) - within 5 yrs. It is possible to achieve this qualification in 2 yrs. When you graduate you are automatically a lifelong member of our alumni network, consisting of thousands of finance professionals and business leaders worldwide. This network spans business, government and community organisations as well as the entire spectrum of financial services. Enrol today in 3 easy steps Select your subjects Visit for detailed subject outlines and the timetable of individual subject assessment dates. Decide which subjects you want to study. Speak to a Student Adviser Call a Student Adviser on if you need help selecting your subjects or if you have any questions about enrolling Enrol Visit and follow the prompts. For more information - Call or

5 Graduate Diploma of Financial Planning Course Description This leading postgraduate course will provide you with the in-depth technical knowledge and client relationship skills required to launch or advance your career in financial planning. Through this course, you will learn the latest concepts, techniques and skills used by financial advisers in today s leading financial institutions. Course Structure Developed in partnership with senior professionals from Australia s premier financial institutions and relevant industry bodies, this practical course seeks to build the financial planning knowledge and skills required to further your career in financial planning. You will achieve RG146 generic knowledge, specialist knowledge and skills in: Financial planning, Insurance, Superannuation, Managed Investments and Securities. Exemptions into the FChFP and CFP program are currently being reviewed as part of re-accreditation of these qualifications. Who should enrol in this qualification? Paraplanners or Financial Planners looking to attain a higher qualification Professionals from other fields looking to move into financial planning and achieve a postgraduate qualification, RG146 compliance, and progress toward the FChFP and CFP designations Candidates with FChFP, CA, CPA or other accreditations now looking to build on that base and develop capability in financial planning (automatic subject exemptions may apply). For information about ASIC RG146 compliance, FChFP and CFP contact an adviser or call Enrolling in this course Enrolment options Trimester start dates Entry Exemptions and recognition Completing this course Completion Alumni opportunities Online application or Enrolment form Three intakes or study periods per year: Tri 1: 10 February Tri 2: 3 June Tri 3: 22 September We generally advise full-time working professionals to study up to two subjects per trimester l An undergraduate degree or Graduate Certificate in a related or unrelated discipline or equivalent. Industry experience may be required. Or, l An Advanced Diploma or Diploma from a recognised Higher Education provider plus 2 years related industry experience, or l An overseas qualification deemed by the National Office of Overseas Skills Recognition (NOOSR) as being comparable to an Australian Bachelor's degree. l You may be able to receive a subject exemption for prior postgraduate study and substantial career experience l Automatic exemptions may be granted for certain professional designations (e.g. FChFP, CFP, CA, CPA, CFA) In order to apply for exemptions please refer to the application process on the exemption page or contact a course adviser To attain the Graduate Diploma of Financial Planning you must successfully complete 8 core subjects - within 4 years. It is possible to achieve this qualification in 2 yrs. When you graduate you are automatically a lifelong member of our alumni network, consisting of thousands of finance professionals and business leaders worldwide. This network spans business, government and community organisations as well as the entire spectrum of financial services. Enrol today in 3 easy steps STEP 1 STEP 2 STEP 3 Select your subjects Visit for detailed subject outlines and the timetable of individual subject assessment dates. Decide which subjects you want to study. Speak to a Student Adviser Call a Student Adviser on if you need help selecting your subjects or if you have any questions about enrolling Enrol Visit and follow the prompts. For more information - Call or 5

6 Graduate Certificate in Financial Planning Course Description Kaplan Online Higher Education s (KOHE) Graduate Certificate provides you with the opportunity to study the foundation elements of financial planning whilst you gain the knowledge and expertise required to operate in an increasingly competitive environment. You will learn the latest concepts, techniques and skills used by financial professionals in today s leading institutions to launch or further your career in financial planning. Course Structure Developed in partnership with senior professionals from Australia s premier financial institutions and relevant industry bodies, this practical course seeks to build the financial planning knowledge and skills required to further your career in financial planning. Who should enrol in this qualification? Those working in financial services looking to gain financial planning knowledge or move into this field Professionals from other fields looking to move into financial planning and achieve a postgraduate qualification, build towards RG146 compliance and the FChFP and CFP designations Candidates with FChFP, CA, CPA or other accreditations now looking to build on that base and develop capability in financial planning (automatic subject exemptions may apply). For information about ASIC RG146 compliance, FChFP and CFP contact an adviser or call Enrolling in this course Enrolment options Trimester start dates Entry Exemptions and recognition Completing this course Completion Alumni opportunities Online application or Enrolment form Three intakes or study periods per year: Tri 1: 10 February Tri 2: 3 June Tri 3: 22 September We generally advise full-time working professionals to study up to two subjects per trimester l An undergraduate degree, or l A related advanced diploma or diploma. l An unrelated advanced diploma or diploma plus 2 years related industry experience. l You may be able to receive a subject exemption for prior postgraduate study and substantial career experience In order to apply for exemptions please refer to the application process on the exemption page or contact a course adviser To attain the Graduate Certificate in Financial Planning you must successfully complete 4 core subjects within 3 years. It is possible to achieve this qualification in 1 year. When you graduate you are automatically a lifelong member of our alumni network, consisting of thousands of finance professionals and business leaders worldwide. This network spans business, government and community organisations as well as the entire spectrum of financial services. STEP 1 STEP 2 STEP 3 Enrol today in 3 easy steps Select your subjects Visit for detailed subject outlines and the timetable of individual subject assessment dates. Decide which subjects you want to study. Speak to a Student Adviser Call a Student Adviser on if you need help selecting your subjects or if you have any questions about enrolling Enrol Visit and follow the prompts. For more information - Call or 6

7 Frequently Asked Questions Are KOHE qualifications nationally recognised? Yes - KOHE courses are accredited as higher education qualifications within the Australian Qualifications Framework, and all KOHE qualifications are nationally recognised. How are the courses delivered? KOHE courses are designed to be flexible, so you can achieve your ideal work, study and life balance. All courses are offered online with 3 trimesters. Are there any pre-requisites? Yes. To qualify for this course, you must have either: An undergraduate degree, or A related advanced diploma or diploma, or An unrelated advanced diploma or diploma, plus 2 years related industry experience, or Academic and/or professional qualifications demonstrating potential to undertake study at this level. You should note that you will be required to provide certified proof of your existing qualification. Contact a KOHE adviser to find out if you re eligible. What resources do I need? You ll need regular access to the internet, an address and a financial calculator. How do I enrol? Visit our website to enquire about the course of your choice and a Student Adviser will contact you with enrolment details. To make enrolment as easy and convenient as possible for you, we ll take care of most of the paperwork. I m not sure which course is right for me. Can you help? KOHE advisers are experts in helping you select the right course for your career needs. Contact us now for free course advice on

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