Diploma of Financial Planning

  • Qualification:


  • Study mode:


  • Payment options:

    Upfront payment

  • Duration:

    Maximum 2 years

  • Start date:

    Anytime - start today!

  • Awarded by:

    Kaplan Professional (RTO 90116)

  • Course fee:

    Price may vary

This course meets the Nationally Recognised Training standards. It is listed on the Australian government’s National Register for Vocational Education and Training (VET). Studying this course leads to a qualification that’s recognised throughout Australia, and lets employers know that you have the right skills for the job.

Course Rundown

Keen to kick-start your financial planning career? Kaplan Professional’s comprehensive online Diploma of Financial Planning FNS50615 Level 1 course equips you with the essential skills and knowledge to prepare you for professional success.

Kaplan Professional has updated the Financial Planner Level 1 program to ensure that it includes the latest industry content, and the enhanced, practice-based assessment structure means you’ll meet market demand for agile financial planners with an innovative approach. Across four subjects, you’ll learn financial planning fundamentals, insurance risk protection, superannuation and retirement planning and securities and managed investments; you’ll also develop the key interpersonal skills necessary to give personal advice to retail clients.

This is an ideal course for anyone looking to commence a career as a financial planner or adviser. It also meets the requirements for RG146 Tier 1 compliance in Financial Planning, Life Insurance and Superannuation and Securities and Managed Investments.


There are no minimum education requirements, however, it is strongly recommended that applicants have a strong grasp of language, literacy, numeracy and computing skills.

What You’ll Learn

In this finance course, the subjects you may study include:

  •  IFP: Introduction to finance principles – optional (this subject is separate to the diploma and is recommend for those who are new to the industry)
  • DFP 1 – Financial planning fundamentals 
  • DFP 2 – Insurance and risk protection
  • DFP 3 – Superannuation and retirement planning
  • DFP 4 – Securities and managed investments (separate to the Diploma qualification)


Why study with Kaplan Professional?

Kaplan Professional is a leading provider of education in financial services and real estate. Kaplan Professional’s internationally renowned programs, personalised study experiences, flexible learning options and range of industry partners, all make them highly respected and distinguished.

Kaplan Professional offers a range of professional qualifications and provides learning solutions to 45,000 people a year. Whether you want to undertake a Certificate, Diploma or Masters, Kaplan Professional has the right course to get you where you want to go!

Kaplan Education Pty Ltd trading as Kaplan Professional (RTO 90116)

Student Support

Kaplan Professional aim to make your learning journey as seamless as possible and have put together a student services team to assist and help you out if any challenges come up.

Student support representatives will be on hand to answer questions around the system, login and password queries, explaining processes around assessments etc., and to offer advice around study pathways and subject selection.

There’s also an ‘Ask the Tutor’ forum where you can direct questions regarding your studies to subject matter experts.

Where Will It Lead Me?

Individuals who successfully complete DFP 1, DFP 2 and DFP 3 will be awarded the Diploma of Financial Planning FNS50615 qualification. A Statement of Attainment will be awarded on successful completion of DFP 4 Securities and Managed Investments.

Individuals who complete this qualification will attain the essential skills and knowledge required to enter the financial planning industry as a financial planner or financial adviser.

In addition, you’ll also be eligible for direct entry into Kaplan Professional’s industry-renowned Graduate Certificate in Financial Planning, which will help you prepare for the new professional standards and education requirements by providing you a seamless pathway to a Master of Financial Planning.

How Much Will It Cost?

Finance options

The full fee for this course is $1,995. Individual subjects are $585 (GST exempt) each.

The subject, Introduction to Finance Principles is provided at no additional cost.