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Kaplan Diploma of Financial Planning

Most popular bridging pathway for career-changers into Australian financial planning. Treasury-recognised.

Disclosure: This page contains affiliate links.

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Founded

2005 (current pathway)

HQ

Sydney, NSW, Australia

Target Audience

Career-entry candidates and existing advisers needing FAS-compliant diploma-level qualification quickly.

Key Features

  • 8 subjects covering financial planning fundamentals, super, investment, risk, tax, estate, financial planning practice
  • Treasury FAS-recognized bridging qualification for graduates with non-FP degrees
  • Online flexible delivery; ~12-18 months typical completion
  • Counts toward CFP credit (~3 subjects)

How to Get This Certification

Prerequisites

Approved bachelor's degree (or equivalent) — typically used as bridging program for non-FP-degree holders.

Why Get Certified — ROI

Salary Impact

Bridging credential; salary outcomes mirror FAS path (year-1 adviser AUD 75,000-100,000).

Career Benefits

What makes this stand out
Most popular bridging pathway for career-changers into Australian financial planning. Treasury-recognised.
Industry recognition
Kaplan Professional accredited; Treasury FAS-recognised bridging.

Who Should Get This Certification

Ideal for:

  • Career-entry candidates and existing advisers needing FAS-compliant diploma-level qualification quickly.

Consider alternatives if:

  • Treasury-eligible but does not by itself satisfy full FAS Bachelor requirement for new entrants without prior degree
  • Kaplan Professional is for-profit; cost is higher than university FEE-HELP equivalents

Pricing

Pricing varies.

Weaknesses

  • Treasury-eligible but does not by itself satisfy full FAS Bachelor requirement for new entrants without prior degree
  • Kaplan Professional is for-profit; cost is higher than university FEE-HELP equivalents

Markets Served

Australia

Visit Official Site →

Disclosure: This page contains affiliate links.

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