KAPLAN PROFESSIONAL

Financial planning

The education provider has encouraged all financial advisers to avoid a “last-minute scramble” in meeting education requirements prior to the 31 December 2025 deadline....

Expert Analysis

With just a few months to go until the FASEA deadline, writes Brian Knight, even those who are considering leaving the industry would be advised to have an attempt....

People & Products

It would team up with US data science training provider Metis to deliver online programs in Australia. ...

Policy & Regulation

Kaplan has seen many licensees and their financial advisers take a proactive approach and are already on the front foot with their exam preparation....

Features

As financial planners and advisers prepare for FASEA’s requirements, as well as sitting the first exam, more education providers have released details of what they’re off...

Financial planning

Kaplan Professional has received approval from FASEA for the graduate Diploma of Financial Planning and bridging courses as stand-alone subjects....

Financial planning

The Financial Planning Association has signalled that at least one education provider it plans to be in bed with for the rollout of the FASEA reforms is the privately-run...

Financial planning

Kaplan Professional and RegTech fintech, Red Marker, have championed for greater collaboration across financial services to help advisers leverage artificial intelligence...

Financial planning

Financial advisers will have access to specialised content on clients with dementia following a new partnership between Kaplan Professional and Dementia Australia....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 2 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week ago
moneymanagement logo