About Kaplan Professional

Launch your career as a finance professional with the FNS50322 Diploma of Finance and Mortgage Broking Management. This nationally recognised diploma qualifies you for work as a mortgage broker, insurance broker, and relationship manager in the financial services industry. The course covers: identifying client needs, presenting credit options, understanding special financial circumstances, preparing loan applications, complying with legislation and industry codes of practice. Enquire now for the full list of entry requirements, finance broking career outcomes, and upcoming enrolment opportunities near you. IMPORTANT: if you require an ASIC accreditation, please contact the training provider before enrolling to ensure you select the correct elective units..

Become a professional mortgage broker with the FNS40821 Certificate IV in Finance and Mortgage Broking. This nationally recognised qualification meets the ASIC licensing requirements for mortgage brokers and will teach you how to identify your client’s needs and present them with range of broking options. The course also covers: professional practice and financial services code of conduct, preparing loan applications, developing knowledge of financial products and services, building client relationships, and more. Enquire now for entry requirements, ASIC licensing outcomes, and upcoming enrolment dates near you. PLEASE NOTE: if you are wanting to become a licensed mortgage broker check with your course provider before enrolment to ensure you have selected the correct elective units..

Launch your career in financial services and insurance with the FNS41422 Certificate IV in General Insurance. This nationally recognised certificate will increase your knowledge of insurance products and services, and develop your skills in claims processing, risk exposure assessment, dispute resolution, client relationships, customer service, and underwriting. The course also includes the ASIC Tier 2 general insurance units. Enquire now for the full list of entry requirements, AFS licensing subject selection, and upcoming enrolment opportunities near you. PLEASE NOTE: students who are seeking an AFS licence with the Australian Securities & Investments Commission should contact the training provider before enrolment. .

Get your real estate licence with the CPP41419 Certificate IV in Real Estate Practice. This nationally recognised qualification has 12 different specialisations including residential sales, property management, auctioneering, stock and station, commercial sales and leasing, business broking, and office support. The course covers: real estate ethical practice, running a real estate agency, property law, marketing, trust accounting, and more. Enquire now for the full list of specialisations, licensing outcomes, and upcoming enrolment dates..

Become a credit officer with the FNS40122 Certificate IV in Credit Management. This nationally recognised qualification prepares you for work in the financial services industry managing customer credit accounts including loan applications. Competencies include: assessing credit applications, managing overdue accounts, processing customer complaints, preparing financial reports, recovering bad debts, assisting customers experiencing financial hardship, and much more. Enquire now for the full list of study units, credit officer career outcomes, and upcoming enrolment opportunities in your area..

The FNS60920 Advanced Diploma of Paraplanning is a nationally recognised diploma that qualifies you for administrative and paraplanning roles in the financial services industry. Over 12-24 months of online training you will learn the legalities and compliance essentials of Australian financial services, as well as giving advice on superannuation, managed investments, and life insurance products. The course also covers: financial product research, working with clients, financial planning. Enquire now for the full list of study units, enrolment requirements, and upcoming intake dates..

Become a life insurance consultant with the nationally recognised FNS41521 Certificate IV in Life Insurance. This hands-on qualification will help you develop and maintain an in-depth knowledge of life insurance products and services. The course begins with an overview of the life insurance industry and the professional ethics and standards required of life insurance agents. You’ll then learn how to underwrite life insurance policies, evaluate and settle claims, use specialist terminology, and manage insurance claims portfolios. Enquire now for entry requirements, career outcomes, and course openings near you..

The Master of Applied Finance is designed to prepare students for excellence in the financial marketplace. Ideal for those who are, or aim to be, finance specialists or professionals providing financial advice, this course challenges students to solve diverse financial problems. It sharpens analytical skills, equipping students to navigate the rapidly evolving finance sector effectively. .

The Graduate Certificate in Financial Planning is tailored for professionals seeking to enhance their expertise in investment, financial planning, and taxation, particularly for careers in personal financial advice. This course imparts knowledge about financial markets, financial products, financial planning strategies, and taxation law, crucial for personal financial management. It suits professionals without a bachelor's degree or those needing a bridging qualification to meet the Financial Planning Association's entry requirements, making it an essential step for advancing in the financial planning sector..

The Graduate Diploma in Financial Planning enhances skills in investment, financial planning, and taxation, essential for a career in personal financial advisory. This course offers specialised knowledge in financial services, investments, insurance, and emphasises ethical and professional conduct. It boosts career prospects by providing relevant industry knowledge, improving relationship-building skills, and instilling confidence in delivering reliable financial advice. Students will develop capabilities in problem-solving and decision-making, crucial for effective financial planning. .

The Master of Financial Planning delivers advanced knowledge and skills essential for a modern financial adviser's career. It covers both the practice and theory of financial planning, encompassing financial markets, investments, risk management, taxation, retirement and estate planning, and behavioural finance. This course equips students with a comprehensive understanding of the financial advising landscape, preparing them for successful careers in financial planning and advisory roles. .

The Graduate Certificate in Applied Finance is an introductory course aimed at imparting a general understanding of key areas in Applied Finance. These include financial statement analysis, managerial finance, statistics, and corporate governance. This course is tailored for those seeking foundational knowledge in finance, offering a comprehensive overview essential for navigating the financial aspects of business and management. It is suitable for individuals aiming to enhance their financial expertise in a professional context. .

The FNS51220 Diploma of Insurance Broking prepares individuals for a career as an insurance broker in the general insurance industry. Participants will gain knowledge in insurance products and services, broking advice, client service, compliance, promotion, risk assessment, and handling complex claims. The course includes practical assessments and case studies with detailed scenarios, offering a comprehensive view of insurance broking. Graduates will be able to advise clients on risk management, apply technical solutions to complex issues, and evaluate information from various sources. Enquire now for the full list of elective choices, entry requirements, and available enrolment dates..

The Master of Financial Services is the first higher education qualification in Australia dedicated solely to the financial services industry. It is designed for ambitious and experienced professionals to advance their careers by enhancing their capabilities as changemakers, innovative thinkers, and leaders. This qualification offers the opportunity to develop expertise in contemporary issues relevant to individuals and their organisations. It provides a flexible learning experience, allowing you to structure your studies to suit your individual needs and career path..

The Graduate Certificate in Corporate Finance equips professionals with essential knowledge for today's global business environment. With skills shortages and global opportunities, understanding the inner workings of the finance industry is crucial for career development. This qualification offers advanced technical and specialist skills, enabling individuals to excel in corporate finance roles. In just four or five courses, it fosters financial leadership, equipping professionals to make informed decisions swiftly in high-pressure settings, thus enhancing their ability to create enduring value in modern businesses. Enquire now for the full list entry requirements and available enrolment dates..

The Graduate Certificate in Financial Services aims to extend your skills beyond technical basics, emphasising the complexities of today's financial services sector. Its goal is to inspire innovation and change within your role. This qualification offers flexible learning, adaptable to individual career paths and corporate needs, enhancing its relevance to diverse business priorities now and in the future. Enquire now for a full list of entry requirements and available enrolment dates..

The Graduate Diploma of Applied Finance provides a clear path to advance your finance career. Providing significant flexibility, it is tailored for finance industry professionals who have previously studied business or finance. This diploma allows for advanced study without committing to a full Master's in Applied Finance. Enquire now for a full list of entry requirements and available enrolment dates..

The Graduate Diploma of Financial Services represents Australia's pioneering higher education qualifications exclusively for the financial services sector. Tailored to focus on specific aspects of financial services, this course offers a versatile learning environment. It allows you to customise your learning journey to align with your personal career objectives, both now and in the future, ensuring relevance and flexibility in your professional development. Enquire now for a full list of entry requirements and available enrolment dates..

The FNSSS00018 Life Insurance Fundamentals Skill Set provides the skills to meet the Professional Standards Framework's foundation requirement. It covers necessary skills and knowledge for effective work in life insurance, adhering to professional and ethical practices, including legislation, regulations, ethics, sustainability, and life insurance products and services. This skill set is designed for entry-level life insurance consultants in various roles. Enquire now for a full list of entry requirements and available enrolment dates..