Kaplan’s graduate offering gets CFP certified
Kaplan Professional’s new graduate diploma of applied finance (GDAF) has been placed on the Certified Financial Planner (CFP) Register.
This means students who complete the GDAF will be exempt from taking three of the five CFP certification subjects.
Financial Planning Association (FPA) senior manager of education and certification Kerry Curtin said: “The FPA granted three CFP exemptions because Kaplan’s graduate diploma is grounded in technical training and sets a high quality standard for students pursuing a financial planning career.”
Kaplan said that completing the GDAF allows students exemptions from CFP2 (Applied Strategies 1), CFP3 (Applied Strategies 2) and CFP4 (Investment Strategies).
They will still be required to complete CFP1 (Ethics, Professionalism and Compliance) and a Certification Assessment (CFP5).
The GDAF satisfies the requirements of the Australian Securities and Investments Commission’s regulatory guide on the training of financial product advisers and includes four compulsory subjects that cover both conceptual and technical skills.
It will replace the graduate diploma of financial planning that was offered by the Financial Services Institute of Australia (Finsia) Education.
In April last year, Finsia announced that it would be selling its business education division to Kaplan.
Recommended for you
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity.
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research house.
Insignia chief executive Scott Hartley is among two new appointments to the Financial Services Council board, returning after a two-year hiatus.
