Kaplan Professional Corporate Brochure 2015

Learn. Lead. Succeed.

Your professional education and training partner.

Contents Welcome 4 About Kaplan Professional 5 Why Kaplan Professional? 6 CORPORATE SOLUTIONS AND SPECIALIST PROGRAMS

7

Corporate Solutions 8 ASIC Compliance 10 速 China Ready 12 WorkReady 14 Kaplan Performance Solutions 16 Artemis: Your Content Marketing Solution 17 Specialist Programs 18 HIGHER EDUCATION

19

FINANCIAL PLANNING Master of Financial Planning Graduate Diploma of Financial Planning Graduate Certificate in Financial Planning

20 21 21

APPLIED FINANCE Master of Applied Finance Graduate Diploma of Applied Finance Graduate Certificate in Applied Finance Graduate Certificate in Corporate Finance Graduate Certificate in Mining Finance CFA速 Exam Preparation Student Experience

22 23 23 24 24 25 26

Contents (continued) VOCATIONAL EDUCATION

27

Financial Planner Level 1 28 Financial Planner Level 2 29 Credit and Mortgage Broking 30 Stockbroking 31 Self Managed Superannuation Funds 32 Insurance 34 Real Estate 36 Management and Leadership 38 PROFESSIONAL DEVELOPMENT

39

Short Courses 40 Ontrack 42 STUDENT SERVICES

45

Student Support Exemption Service

46 48

Š 2015 Kaplan Education Pty Ltd and Kaplan Higher Education Pty Ltd. All rights reserved. Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional and Kaplan Higher Education Pty Ltd ABN 85 124 217 670 (PRV 12030) trading as Kaplan Professional Education.

This document is an overview of the courses offered by Kaplan Professional. The information contained within this document is correct at the time of printing. For further information, please visit our website www.kaplanprofessional.edu.au or call (02) 9908 0200.

Paper Specifications: All of the Neenah Classic Range is manufactured entirely with 100% Certified renewable energy and is made Carbon Neutral.

Higher Education - Applied Finance | 3

Welcome It gives me great pleasure to present the Kaplan Professional corporate training and course catalogue. We hope to offer an opportunity for our valued and future business partners to learn more about our services.

For over 70 years Kaplan has successfully delivered quality education and training across vocational and higher education, while maintaining long-term partnerships with most of Australia’s prestigious financial institutions.

Our continuous commitment to delivering tailored corporate programs, rigorous assessments and flexible learning makes us one of the leading providers of financial services education in Australia.

At Kaplan, we understand the importance of quality education and how imperative it is for us to lead the many changes affecting our industry. As we enter another dynamic phase, we welcome the opportunities ahead. Our agility to think differently, embrace new opportunities and engage collaboratively with organisations and individuals will ensure the delivery of quality education and training necessary for this ever-changing landscape.

We are constantly improving our programs and challenging ourselves to enhance the learning experience. We have committed to directing our investments towards areas where we can improve every individual’s educational learning outcomes, create seamless pathways, and help organisations develop their employees at the highest standard possible.

4 | Welcome

Our long history of education and training has formed the foundation that has enabled us to diversify and venture into new areas. These include: leadership and management; insurance; work readiness using gamified learning; China ReadyÂŽ, designed to help you engage with and better understand Chinese clients and consumers; and more recently Artemis, your complete content marketing solution.

In addition, we are providing our clients with a new business solution that combines data analytics with learning science to improve people performance, which ultimately drives business results.

There are so many exciting new opportunities ahead; I look forward to detailing all these in the following pages. Please visit our website for further details or speak to one of our Business Development Managers to find out how we can work in partnership with you.

We appreciate the ongoing support and I look forward to getting your feedback as we embark on this journey together.

Brian Knight CEO

About Kaplan Professional Kaplan, Inc. is the largest subsidiary of Graham Holdings Company. Kaplan entered the Australian market in 2005 with the acquisition of several highly successful and established vocational and higher education businesses. We offer the most current versions of the industry courses formerly delivered by the Securities Institute of Australia (SIA), the Financial Services Institute of Australasia (Finsia) and Tribeca.

Kaplan has since invested significantly in those businesses to expand the range of education and consulting services to our corporate clients and our students. Today Kaplan in Australia comprises of Kaplan Professional, Kaplan Business School Australia, Bradford College, Murdoch Institute of Technology and most recently Franklyn Scholar.

Kaplan Professional is one of the leading providers of professional education and training in Australia. We exist to enable students to achieve their educational and career goals through industry-relevant learning that is respected by employers across the country.

We offer education programs in both vocational education and postgraduate education, providing seamless pathways from certificate level all the way through to masters degrees. We focus on creating long-term training and education partnerships with individuals and organisations.

Our range of learning solutions includes ASIC compliance and continuing professional development programs, corporate short courses and professional qualifications. Our reputation is built on the quality of our programs, the flexibility of delivery options and our academic rigour in assessment and industry education standards.

At Kaplan we believe in a global vision by supporting and building an environment of success through our core values of: integrity, knowledge, support, opportunity and results.

1990

Introduced the Graduate Diploma of Applied Finance and Investment targeting industry participants.

1966

Founded the Securities Institute of Australia (SIA).

2005

Securities Institute of Australia merges with the Australian Institute of Banking and Finance to become the Financial Services Institute of Australasia (FINSIA).

1999

Introduced Master of Applied Finance, a revolutionary degree and the first industry specific provider in Australia.

2006

Present

Kaplan enters the Australian market and acquires highly successful and established vocational education business, Tribeca.

Today we build on the tradition of quality education designed specifically for the industry and harness the global reach of Kaplan.

KAPLAN BRANDS IN AUSTRALIA Kaplan Business School Kaplan Business School (KBS) offers higher education programs in business, accounting, management, marketing, hospitality and tourism for domestic and international students, helping graduates achieve their academic and career goals. KBS qualifications are designed to provide the practical skills and knowledge needed to achieve success in the real world.

Kaplan International English Kaplan International English (KIE) teaches English to international students from all over the world in a fun and engaging environment. There are eight schools in this region, which teach over 7000 international students each year. Offering accredited English programs, university pathways and junior programs in 48 schools across four continents, KIE uses the latest teaching technology, learning technology and our own unique curriculum to help students achieve their goals.

Franklyn Scholar and Academy Franklyn Scholar and Academy provide tailored corporate solutions to both small and large organisations to help them grow the talent, knowledge and skills of their workforce by delivering programs that ensure students gain industry-relevant, work ready vocational skills in a range of sectors from hospitality and customer service to environmental management.

Pathways Colleges Pathways Colleges assist students by providing a stepping stone into university.

In Australia, Kaplan has two Pathways Colleges. Based on campus, Murdoch Institute of Technology provides both domestic and international students with the educational foundations required for undergraduate and postgraduate studies at Murdoch University. Bradford College provides a pathway to undergraduate studies at one of Australia’s prestigious Group of Eight universities, the University of Adelaide.

2007

Kaplan acquires the education division of FINSIA.

About Kaplan Professional | 5

Why Kaplan Professional?

Kaplan Professional provides organisations and individuals with innovative solutions and unique learning experiences. When you partner with Kaplan you will benefit from a wealth of advantages that elevates your learning experience to the next level. We succeed when you succeed.

6 | Why Kaplan Professional?

Corporate Solutions and Specialist Programs

Higher Education - Applied Finance | 7

Corporate Solutions Kaplan Professional provides customised business solutions, from short courses through to accredited certificate IV qualifications to masters degrees.

Kaplan Professional works collaboratively with some of the industry’s leading corporate organisations to build customised training solutions driven by their learning objectives. Our vast experience and knowledge allows us to be flexible in our approach and delivery, providing our clients with a variety of comprehensive learning solutions, to specifically address their learning needs.

Our Business Development Managers will work with you to design and deliver appropriate training solutions to best suit your requirements, producing efficient, cost-effective outcomes.

8 | Corporate Solutions

What we can do for you >> RG 146 compliance training >> Vocational and postgraduate pathways >> Technical content tailored to refresh or upskill your staff >> Management and leadership qualifications >> Continuing Professional Development programs >> Industry and market updates

Find out more kp.edu.au/corporate

We can provide customised training in specialist areas

We are committed to meeting your business needs

>> Financial planning and compliance >> General and life insurance >> Investment and wealth management >> Corporate finance/advisory >> Financial markets and instruments >> Funds management and stockbroking >> Financial statements and reports >> Banking and risk management >> Mortgage broking and lending >> Financial services law, regulation and ethics >> Leadership and management

>> Assessing your education and training so the right solution is delivered >> Understanding the roles and functions of staff and their career development needs >> Tailoring the training to your company’s specific requirements >> Preparing training support materials >> Offering flexible training options >> Assessing and evaluating the effectiveness of the training

Corporate Solutions | 9

ASIC Compliance In Australia, under the Corporations Act, individuals wishing to provide financial product advice to retail clients are required to meet initial and ongoing educational requirements as outlined in ASIC Regulatory Guideline 146 (RG 146). Credit licence holders need to ensure that their representatives are adequately trained, as set out in the ASIC Regulatory Guide 206 (RG 206).

Kaplan Professional provides training and education solutions that can be tailored to your individual business needs. If your organisation requires Tier 1 compliance or Tier 2 compliance, you should speak to one of our Business Development Managers and find out what customised solutions we can provide.

“ I chose Kaplan due to its reputation as the industry

standard for financial services education. My study has assisted me by providing a sound knowledge base to function in my role and add most value to my business�.

Zack Kennie

Find out more kp.edu.au/rg146

10 | ASIC Compliance

Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

RG 146

RG 206

Financial Planner Level 1 (Diploma)

Certificate IV in Credit Management

Kaplan Professional’s Financial Planner Level 1 course will provide you with RG 146 compliance and enable you to deliver:

Kaplan’s Certificate IV in Credit Management is ideal for new entrants working for Australian credit licensees (ACLs), such as banks and credit unions and roles including responsible managers and credit representatives. It focuses on providing you with the skills and knowledge needed to fill a variety of credit-related roles while meeting the education requirements outlined in ASIC’s RG 206.

>> Tier 1 general and personal advice across financial planning, superannuation, life insurance, securities and managed investments. >> Tier 2 general advice in general insurance, deposit products and non-cash payment products.

Students who successfully complete DFP1–3 are eligible for the nationally recognised Diploma of Financial Planning (FNS50611). Completion of DFP1–4 will prepare you for the Kaplan Financial Planner Level 2 course, resulting in the Advanced Diploma of Financial Planning (FNS60410).

Certificate IV in Finance and Mortgage Broking Kaplan’s Certificate IV in Finance and Mortgage Broking is ideal for new entrants to the finance and mortgage broking industry, and those currently providing mortgage broking services looking to gain a formal qualification while meeting the education requirements outlined in ASIC’s RG 206.

Tier 1 Compliance Solutions

Diploma of Finance and Mortgage Broking Management

Our Tier 1 Compliance Solutions enable you to specifically select short online courses in a particular knowledge area pertaining to your RG 146 requirement.

Kaplan’s Diploma of Finance and Mortgage Broking Management is for those wanting a career in the finance and mortgage broking industry. This course will provide an understanding of some of the critical aspects in the finance and mortgage broking industry while meeting the licensing requirements for mortgage brokers outlined in ASIC’s RG 206.

>> Generic knowledge >> Financial planning >> Life insurance >> Superannuation

>> Managed investments >> Securities >> Margin lending >> Derivatives

>> General insurance >> Insurance broking >> Foreign exchange

Tier 2 Compliance Solution – Accreditation Online Training Program The Tier 2 RG 146 Accreditation Online Training Program is specifically designed for corporate organisations who require employees to hold accreditation in general or personal advice in basic deposit and non-cash payment products and/or general insurance.

TASA 2009 and the TPB Code of Professional Conduct Developed in partnership with The Tax Institute, this course meets the Tax Practitioner Board’s requirements under TPB (I) 10/2011. This course is for financial advisers who provide tax (financial) advice services and are registered with the TPB as a tax (financial) adviser.

Find out more

Find out more

Find out more

kp.edu.au/rg146

kp.edu.au/tasa

kp.edu.au/rg206

ASIC Compliance | 11

China Ready® CHINA READY® Specialist Program Improve your knowledge and confidence when interacting with Chinese consumers CHINA READY® together with Kaplan Professional, have developed an authoritative and engaging online program that provides officially endorsed cultural awareness training, international certification and membership into China Ready & Accredited®.

This interactive program provides the wisdom and life experience of acknowledged expert cultural and business leaders in China. Designed to promote the appreciation of contemporary Chinese culture, the program develops an understanding of the importance to Chinese people of Chinese concepts such as “Face”, “Family”, “Guanxi” and the “Investment Mindset”.

Why become China Ready & Accredited®?

• This program is endorsed and supported by China’s government and industry.

• Learn using an interactive, engaging and fun online program.

• Self-paced learning, accessible anytime and anywhere.

• Expand your knowledge of China.

• Become more culturally aware when communicating with people of Chinese origin.

• Expand your network.

• Receive an individual quality service certification that is globally recognised.

“Chinese people are different from Western people and have their own unique

customs and preferences. The CHINA READY® Program provides a very good professional platform helping non-Chinese individuals and businesses how better to welcome, understand and engage with Chinese visitors.”

Mr James Zhang, Vice-President, Jin Jiang International Hotels, China.

Find out more kp.edu.au/chinaready-specialist

12 | China Ready®

Improve your professional performance with people from Chinese origin.

CHINA READY® Business Program Capture, understand and effectively drive Chinese consumers to your business The global CHINA READY® trademark and China Ready & Accredited® certification form a powerful tool which identify businesses and organisations Chinese people can trust when choosing who to do business with. These trademarks are supported and endorsed in China at industry and government level. The business program is designed to educate corporations how to effectively engage, conduct business and better understand Chinese customers and clients.

“Over the next five years China will

import $US10 trillion of products.

China’s foreign investment will reach $US599 billion and outbound tourism is likely to exceed 400 million visits.”

China’s President XI

Why should your business become CHINA READY®?

• Engage more effectively with Chinese customers and clients.

• Capture the growth opportunity through a unique cost effective marketing channel.

• Endorse your business as a quality provider in China.

• Enhance the quality of your staffs’ services.

• Program endorsed by China’s government and industry.

• Learn using an interactive, engaging and fun online program.

• Expand your staff’s knowledge of China and have them become more culturally aware when communicating with people of Chinese origin.

• Expand your business network.

• Self-paced online learning accessible any time and anywhere.

• Use of the powerful CHINA READY® trademark and/or China Ready & Accredited® certification trademark.

Find out more kp.edu.au/chinaready-business China Ready® | 13

WorkReady

“Interactive, innovative

gamification designed to give individuals confidence when entering the workforce.”

This engaging online program teaches individuals fundamental work and life skills to help them transition into the workforce.

WorkReady is an online gamified e-learning product designed for individuals wanting to enter the workforce or launch their professional career.

The purpose of the program is to constructively contribute to an individual’s work readiness.

WorkReady contextualises the real-world situation of an individual seeking work, gaining a position and undertaking a range of common workplace tasks. The program eases the burden of induction/orientation.

Using a series of job searching and workplace scenarios, along with access to technical information, individuals can practice, in a safe environment, making career and professional decisions to gain some understanding of the probable consequences, including: >> uncertainties about how to accept or decline a workplace instruction >> managing their own work >> participating in and leading team projects >> participating in a client visit

14 | WorkReady

To introduce individuals to some of the personal challenges involved with entering the workforce, the program highlights strategies and practical skills that can be implemented.

WorkReady’s narrative themes include resilience, managing expectations and receiving feedback. The interactive learning program also demonstrates how to: >> write effective resumes and cover letters >> display professional interview skills >> efficiently plan and prioritise tasks >> confidently deliver presentations >> actively participate in teamwork and leadership

“Ensure your staff hit the ground

running by learning the essential skills necessary for organisational and workplace success.”

Enrolment date Start anytime.

The learner experience This program provides tools and techniques for individuals right from the start when they begin looking for a job.

It demonstrates: • the real-world situation of an individual seeking work • gaining a position undertaking a range of common workplace tasks • managing work load • participating in team projects and • participating in a meeting Delivery Online gamified e-learning program.

Completion Individuals who complete the WorkReady program will receive a certificate of completion.

Embedded into the experience is a contextualised format where individuals’ progress through a series of challenges based on real-world situations. As the experience unfolds, individuals are rewarded for positive decisions and receive points that allow progress to the next level. As they progress through the program they receive a score, which demonstrates that they have attained specific skills that are required for organisational and workplace success.

In the final scenario, individuals receive personalised constructive feedback on the decisions they made during the WorkReady program, including their leadership preference style, their attitude to taking on difficult tasks and their ability to seek help and guidance when required.

On completion individuals will receive a certificate of completion.

Find out more kp.edu.au/workready

WorkReady | 15

Kaplan Performance Solutions We believe human capital investments have unrealised potential to drive your goals.

Kaplan Performance Solutions (KPS) will help your organisation drive performance to gain a competitive advantage and better business results. This is achieved by improving the proficiency of team members at scale and improving the results of entire workforces in ways that directly improve overall business performance.

KPS shifts performance distribution to drive business results

BEFORE Typical Performance Distribution

AFTER Post KPS Intervention

KPS delivers quantifiable results and real economic value >> More high performers directly and dramatically impacting business performance >> Confident, precision selection of candidates from within and outside >> Better development – the right people doing the right job combined with delivery of the best content >> Better retention of employees and company knowledge 1. Diagnosis and Discovery

2. Top Performer Analysis

3. Performance Solution Delivery

We begin with a detailed understanding of your business performance goals.

We then analyse top performers to extract and specify deeply embedded employee expertise.

Our solutions are designed to replicate actions and behaviours practised by top performers.

KPS has combined data analytics and learning science to develop unique selection and training solutions that will maximise the return on your performance investment.

Find out more corporatesolutions@kaplan.edu.au or 1300 728 505 16 | Kaplan Performance Solutions

Low Performers

Average Performers

Top Performers

Low Performers

Average Performers

Top Performers

Invest in your company’s greatest asset–its people–to increase business performance and drive greater financial success.

The result is a permanent shift in the performance curve that exists in every role and every organisation toward better performance.

Artemis: Your Content Marketing Solution More than one-third1 of financial advisers now use social media for business purposes.

Financial advisers who recognise the power of this integral communication channel will be able to market products, promote brands, connect to current clients and foster new business. Social media channels enable advisers to advertise, promote and engage effectively with clients and prospects, and deliver key business messages.

However, producing regular and effective content that is topical and engaging can be difficult, time-consuming and extremely risky, due to the robust compliance obligations outlined in Regulatory Guide 234 Advertising financial products and services (including credit): Good practice guidance.

Artemis revolutionising client engagement For the first time, financial services professionals can be guided to develop relevant and engaging digital content inside an application while providing real-time identification of potential compliance risks.

Content discovery, production and publishing >> Auto-discover relevant trending topics >> Publish to digital marketing channels in one process >> Schedule your updates >> Monitor content in one dashboard >> Track social media engagement >> Automatically review content against search engine optimisation (SEO) best practices

Compliance >> Review content against ASIC compliance regulations >> Automatically review content against SEO best practices >> Create custom compliance rules that align with company policy >> The ability to retract problematic content instantly

Reporting >> Track popularity of content through statistics >> Discover insights about published content and engagement >> Admin level dashboards for monitoring content

Find out more Luke Knight | M: 0419 975 953 | E: luke.knight@kaplan.edu.au

FTI Consulting and LinkedIn Marketing Solutions 2012: Financial Advisors’ Use of Social Media Moves from Early Adoption to Mainstream.

1

Artemis | 17

Specialist Programs Diploma of Technical Analysis

New Zealand Exchange Limited Diploma

Business Valuation Specialisation Program

Course description

Course description

Course description

The Diploma of Technical Analysis is the premier technical analysis qualification available in Australia through the Australian Technical Analysts Association (ATAA), providing a broad and deep understanding of technical analysis to the highest international professional standards. This qualification is suitable for self-directed private traders/investors and will ensure their breadth and depth of knowledge is fitting for the management of their own funds.

The NZX Diploma provides you with the specialist technical knowledge and critical skills necessary to progress into leadership positions within the industry and to operate effectively in ever-changing local and global markets. The NZX Diploma is the minimum educational qualification required to become an accredited NZX Advisor.

The Business Valuation Specialisation Program is offered to Chartered Accountants Australia and New Zealand members via two pathways.

Course structure Kaplan Professional, in conjunction with the ATAA is offering two subjects that lead to the Diploma of Technical Analysis awarded by the ATAA.

Course structure Students are required to complete four (4) compulsory subjects and two (2) elective subjects, which have been developed in partnership with the NZX.

Find out more

Find out more

kp.edu.au/dta

kp.edu.au/nzx

Course Learning Outcomes

Course Learning Outcomes

>> Explain key economic principles and financial market

>> Outline the structure, organisation and roles of the

concepts in a global context

>> Discuss key theories and approaches to the fund raising and capital structure management process

NZX and its participants

>> Outline the way companies use the stock market to raise funds on the NZX

>> Construct a valuation based on the discounted cash

>> Explain the regulatory framework of the securities

flow valuation technique >> Evaluate corporate financial management strategies >> Apply basic techniques in financial calculations >> Apply valuation techniques to a range of financial and business situations

industry in New Zealand, including the requirements for market participants and NZX Advisors >> Explain the major local and global financial market participants and their interrelationship >> Explain key economic principles and financial market concepts in a global context >> Analyse key economic and financial data using appropriate calculations, analytical tools and critical thinkings skills

18 | Specialist Programs

On successful completion of the pathway and assessment, Chartered Accountants Australia and New Zealand members will be eligible to apply for the award of Business Valuation Specialist through the Chartered Accountants Australia and New Zealand.

Pathway 1 Pathway 1 is available to Chartered Accountants Australia and New Zealand members who can demonstrate a minimum of two years of practical business valuation experience within the previous five years. Chartered Accountants are required to complete four (4) compulsory postgraduate subjects.

Pathway 2 Pathway 2 is available to Chartered Accountants Australia and New Zealand members who can demonstrate a minimum of four years of practical business valuation experience within the previous 10 years. Chartered Accountants are required to complete a business valuation specialist course and assessment.

Please note: Preregistration with Chartered Accountants Australia and New Zealand is essential for both pathways.

Find out more kp.edu.au/bvs Kaplan Higher Education Pty Ltd ABN 85 124 217 670 (PRV 12030) trading as Kaplan Professional Education.

Higher Education Postgraduate Courses

Higher Education - Applied Finance | 19

Master of Financial Planning Course Learning Outcomes

Course description Developed in partnership with senior professionals from Australia’s premier financial institutions and relevant industry bodies, this practical course seeks to build the financial planning knowledge and skills required to further an individual’s career in financial planning. Individuals will gain a thorough understanding of: >> Financial markets >> Financial products >> Investments >> Risk management

>> Financial planning >> Strategies, compliance, ethical and professional conduct

>> Retirement planning >> Taxation law

Course structure Students are required to complete ten (10) core subjects and two (2) elective subjects.

>> Explain key economic principles and financial market concepts in the context of financial planning >> ​Defend appropriate solutions for clients including those with specialised or complex needs, based on and evidenced by appropriate research and inquiry >> ​Choose fit-for-purpose strategies in running a successful financial planning practice >> ​Integrate appropriate verbal and written communication, negotiation and client relationship building skills in client interactions >> Integrate additional competencies which are complementary to the financial planning process >> ​Assess emotional, social and other drivers of client behaviour relevant to the financial planning process >> ​Critique strategies which contribute to an advance in financial planning as a profession

Find out more kp.edu.au/mfp

20 | Higher Education - Financial Planning

Kaplan Higher Education Pty Ltd ABN 85 124 217 670 (PRV 12030) trading as Kaplan Professional Education.

FINANCIAL PLANNING

Graduate Diploma of Financial Planning

Graduate Certificate in Financial Planning

Course description

Course description

This leading postgraduate qualification will provide individuals with the in-depth technical knowledge and client relationship skills required to launch or advance a career in financial planning. Individuals will learn the latest concepts, techniques and skills used by financial advisers in leading financial institutions.

The Graduate Certificate in Financial Planning provides individuals with the opportunity to study the foundation elements of financial planning while gaining the knowledge and expertise required to operate in an increasingly competitive environment.

This qualification includes RG 146 compliance in the following areas: >> Generic knowledge >> Specialist knowledge and skills in financial planning, insurance, superannuation, managed investments and securities

Course structure

Individuals will learn the latest concepts, techniques and skills utilised by financial professionals in leading institutions to launch or further their career in financial planning.

Course structure Students are required to complete four (4) core subjects.

Students are required to complete eight (8) core subjects.

Find out more

Find out more

kp.edu.au/gdfp

kp.edu.au/gcfp

Course Learning Outcomes

Course Learning Outcomes

>> Explain key economic principles and financial market concepts in the context of financial planning >> ​​Formulate appropriate solutions based on the comparison of portfolios and strategies for clients including those with specialised needs >> ​​Propose appropriate business and tax structures for a variety of clients’ circumstances >> ​Integrate relevant legislation, regulations, codes of practice and ethical behaviour, as well as all competencies required, in the financial planning process >> ​Integrate appropriate verbal and written communication, negotiation and client relationship building skills in client interactions >> ​​Assess emotional, social and other drivers of client behaviour relevant to the financial planning process >> ​​Create solutions in a financial planning context using problem-solving, research and inquiry skills

>> Explain key economic principles and financial market concepts in the context of financial planning >> ​Compare a range of financial products >> ​Develop appropriate solutions from a range of portfolios and strategies for a variety of client profiles, needs and objectives >> ​Demonstrate knowledge of the six steps of the financial planning process >> ​Employ relevant legislation, regulations, codes of practice and ethical behaviour >> ​Demonstrate appropriate verbal and written communication skills in client interactions >> ​Present a compliant statement of advice that you have developed >> ​Apply all competencies required in providing appropriate services, advice and products to clients

Higher Education - Financial Planning | 21

Master of Applied Finance Course description The Master of Applied Finance provides individuals with the specialist technical knowledge and critical skills necessary to progress into senior leadership positions within the industry and operate effectively in ever-changing local and global markets.

Individuals can choose to complete a major in a particular knowledge area of practice, tailoring the qualification to meet specific career and knowledge goals. Specialist majors are available in corporate finance, financial markets, financial analysis, investment management and risk management.

Course structure Students are required to complete five (5) core subjects and seven (7) elective subjects.

Course Learning Outcomes >> Explain key economic principles and financial market concepts in a global context >> Integrate relevant legislation, regulations, codes of practice and ethical behaviour in a variety of scenarios in the financial services industry >> Appraise specific financial and management contexts of organisations >> Create solutions in a financial context using critical thinking and problem-solving skills >> Recommend risk management strategies to inform financial decision making >> Recommend appropriate analytical techniques necessary for financial decision making >> Integrate multiple information sources to address finance issues and challenges

Find out more kp.edu.au/maf

22 | Higher Education - Applied Finance

Kaplan Higher Education Pty Ltd ABN 85 124 217 670 (PRV 12030) trading as Kaplan Professional Education.

APPLIED FINANCE

Graduate Diploma of Applied Finance

Graduate Certificate in Applied Finance

Course description

Course description

The Graduate Diploma of Applied Finance builds on the practical knowledge and skills gained in the Graduate Certificate.

The Graduate Certificate in Applied Finance provides individuals with essential knowledge and skills to launch a career in financial services.

Individuals can choose to complete a major in a particular knowledge area of practice, tailoring the qualification to meet specific career and knowledge goals. Specialist majors are available in corporate finance, financial markets, financial analysis, investment management and risk management.

For those working outside the finance industry, this course will provide the skills in economics, financial analysis and regulation that will help individuals gain the foundations required in today’s corporate world.

Course structure

Students are required to complete three (3) core subjects and one (1) elective subject.

Course structure

Students are required to complete three (3) core subjects and five (5) elective subjects.

Find out more

Find out more

kp.edu.au/gdaf

kp.edu.au/gcaf

Course Learning Outcomes

Course Learning Outcomes

>> Explain key economic principles and financial market concepts in a global context >> Explain relevant legislation, regulations, codes of practice and ethical behaviour in a variety of scenarios in the financial services industry >> Solve financial problems using critical thinking skills >> Formulate appropriate financial calculations and analytical tools in a range of situations >> Analyse the impact of global influences on domestic financial conditions and circumstances >> Investigate multiple information sources to address finance issues and challenges >> Integrate risk management techniques in a range of financial situations

>> Explain key economic principles, financial markets and risk concepts >> Explain the major local and global financial market participants and their interrelationship >> Analyse key economic and financial data >> Employ the codes of conduct, regulation and legislation used in the financial services industry >> Apply basic techniques in financial calculations >> Apply ethical considerations to a range of situations in financial services

Higher Education - Applied Finance | 23

APPLIED FINANCE

Graduate Certificate in Corporate Finance

Graduate Certificate in Mining Finance

Course description

Course description

Corporate finance covers a broad range of financial decisions and activities undertaken by a corporation including investment, funding and acquisition decisions.

Individuals who undertake the Graduate Certificate in Corporate Finance gain advanced technical and specialist knowledge to commence or progress their career in corporate finance.

Knowledge of mining finance and analysis is important not only for finance professionals but also those working in the mining industry such as engineers, geologists and mining managers. Individuals who undertake this course are well positioned to gain advanced technical and specialist skills and knowledge in the mining finance industry.

Course structure

Course structure

Students are required to complete three (3) compulsory subjects and one (1) elective subject.

Students are required to complete three (3) compulsory subjects and one (1) elective subject.

Find out more

Find out more

kp.edu.au/gccf

kp.edu.au/gcmf

Course Learning Outcomes

Course Learning Outcomes

>> Explain key economic principles and financial

>> Explain key economic principles and financial/

market concepts in a global context >> Discuss key theories and approaches to the fund raising and capital structure management process >> Construct a valuation based on the discounted cash flow valuation technique >> Evaluate corporate financial management strategies >> Apply basic techniques in financial calculations >> Apply valuation techniques to a range of financial and business situations

24 | Higher Education - Applied Finance

commodity market concepts

>> Explain basic geological processes and the extraction and processing of resources >> Construct a valuation using a range of methodologies to forecast future project earnings >> Interpret key economic and financial data >> Apply valuation techniques to a range of mining and other related projects >> Analyse the results of a valuation of a mining or other business >> Evaluate the feasibility of a mining project in the context of the resources industry

Kaplan Higher Education Pty Ltd ABN 85 124 217 670 (PRV 12030) trading as Kaplan Professional Education.

CFA® Exam Preparation Kaplan Schweser has been the proven global leader in CFA exam preparation for over 20 years.

The Chartered Financial Analyst® (CFA) designation is the most respected and recognised graduate level investment credential in the world. Earning the CFA charter demonstrates mastery of the skills most needed for investment analysis, portfolio management and decision making in today’s fast-evolving global financial industry. That’s why employers and clients around the world are increasingly seeking out CFA charterholders—often making the charter a prerequisite for employment.

Kaplan Schweser is the leading global provider of financial education for hundreds of thousands of students and business professionals around the world. Our mission is to help our students succeed. We have constructed the most effective, comprehensive packages comprising CFA exam prep materials, CFA practice exams, CFA classes, and CFA review workshops specifically designed to help our students achieve success on the CFA exam. >> Backed by learning science (The Kaplan Way: Prepare, Practice, Perform) >> World-class, expert instruction by CFA charterholders with years of teaching experience >> 96.7% of our customers would recommend Kaplan Schweser CFA exam preparation

“I couldn’t imagine getting through the

CFA exam without Kaplan Schweser!

After trying to go it alone with only the CFA Institute materials for the first two months of my study time, I realised I wasn’t going to get it done without Kaplan Schweser. Their materials helped provide me with more structure and purpose with my study time and prepared me extremely well for exam day.”

R. Winrick

Find out more kp.edu.au/schweser

CFA® Exam Preparation | 25

Student Experience We surveyed recent graduates to see what they thought about our qualifications.

96% worked full-time while they were studying with Kaplan.

85%

96% 87%

80%

85%

87% agreed or strongly agreed what they learnt was valuable for their future career.

85% agreed or strongly agreed their course has potential to enhance their workplace opportunities.

92%

79%

Source: Kaplan Professional Higher Education 2014 Alumni Survey and 2014 Course Experience Questionnaire.

26 | Student Experience

92% agreed or strongly agreed their course further developed their current professional skills.

85% said their study experience with Kaplan met or exceeded their expectations.

80% agreed or strongly agreed they could apply what they learned from the assessments to the workplace.

79% are likely or very likely to recommend Kaplan to a friend or colleague.

Vocational Education Courses

Vocational Education - Financial Planning | 27

Financial Planner Level 1 Course description

Course Overview

On sucessful completion of DFP1–3 individuals will be awarded the nationally recognised Diploma of Financial Planning (FNS50611).

>> Achieve RG 146 compliance in financial planning, superannuation, life insurance and securities and managed investments >> Gain competitive skills and knowledge required by licensees >> Develop an in-depth understanding of the Australian financial services industry and knowledge of financial products >> Understand the fundamentals of investment strategies >> Learn to provide personal advice in financial planning, life insurance, superannuation and securities and managed investments to industry standards >> Adopt practical frameworks designed to be transferred directly into a professional planning practice

The Kaplan Financial Planner Level 1 course is designed to provide individuals with the essential skills to kickstart a career in financial planning and advice. Our RG 146 compliance courses combine industry expertise and practical strategies to enable individuals to provide personal advice to retail clients as a financial planner or adviser.

Course structure (12 weeks per subject) DFP 1: Foundations of Financial Planning DFP 2: Insurance and Risk Protection DFP 3: Superannuation and Retirement Planning DFP 4: Securities and Managed Investments

The assessment includes four (4) assignments and five (5) exams.

Find out more kp.edu.au/fplevel1

28 | Vocational Education - Financial Planning

Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

Financial Planner Level 2

FINANCIAL PLANNING

Course description On sucessful completion of DFP4–8 individuals will be awarded the nationally recognised Advanced Diploma of Financial Planning (FNS60410).

The Kaplan Financial Planner Level 2 course provides in-depth knowledge and practical applications designed to enhance career prospects for individuals in the financial planning profession. This course allows individuals to develop advanced skills to provide a comprehensive range of financial planning services to clients with complex needs.

Course structure (12 weeks per subject) DFP 5: Taxation Fundamentals DFP 6: Estate Planning DFP 7: Client Engagement Strategies DFP 8: Advanced Financial Planning

Find out more kp.edu.au/fplevel2

Course Overview >> Gain an in-depth understanding of taxation and estate planning as they relate to financial planning strategy >> Develop client engagement strategies to help build and strengthen successful relationships >> Identify appropriate strategies that apply to different client circumstances >> Apply financial planning skills to complex client scenarios >> Demonstrate knowledge of the legislation, regulations and code of practice as directed by ASIC for professional advice The assessment includes two (2) assignments, one (1) simulated client presentation and two (2) exams.

Vocational Education - Financial Planning | 29

CREDIT AND MORTGAGE BROKING

Certificate IV in Finance and Mortgage Broking (FNS40811)

Certificate IV in Credit Management (FNS40111) Start Anytime

Online

12 months

Start Anytime

Online

12 months

Diploma of Finance and Mortgage Broking Management (FNS50311) Start Anytime

Online

12 months

Course description

Course description

Course description

The Certificate IV in Credit Management is designed for people wanting to work in the financial services industry as a credit/lending officer, credit controller, customer service officer, credit analyst or reconciliation officer. The course provides individuals with an excellent understanding of the lending industry, including developing skills and knowledge in lending and loan processing operations, making sound and compliant loan decisions, and developing productive client relationships.

The Certificate IV in Finance and Mortgage Broking is a qualification for individuals starting a career in finance and mortgage broking.

The Diploma of Finance and Mortgage Broking Management is a higher-level qualification for individuals entering or undertaking a career in finance and mortgage broking. This qualification meets the education standards as set out in RG 206 by ASIC and provides the minimum standard for membership status with the Mortgage and Finance Association of Australia.

This qualification meets the training standards as set out in RG 206 by ASIC.

Course assessment One (1) assignment and one (1) exam.

Course assessment Two (2) assignments and two (2) exams.

Students with a Certificate IV in Finance and Mortgage Broking can study one module to upgrade to the Diploma, with one (1) assignment and one (1) exam.

Course assessment One (1) exam and one (1) assignment.

Find out more

Find out more

Find out more

kp.edu.au/ccm

kp.edu.au/cfmb

kp.edu.au/dfmb

Course Learning Outcomes

Course Learning Outcomes

Course Learning Outcomes

>> Accurately and efficiently evaluate and process

>> Accurately and efficiently evaluate and process

>> Accurately and efficiently evaluate and process

loan applications >> Identify and meet the needs of clients with lending needs >> Develop productive relationships with clients >> Apply knowledge of the financial services industry to their professional practice >> Identify future learning opportunities

credit applications >> Identify and meet the needs of clients with finance and mortgage broking needs >> Develop productive relationships with clients >> Apply knowledge of the financial services industry to their professional practice >> Identify future learning opportunities

30 | Vocational Education - Credit and Mortgage Broking

credit applications

>> Identify and meet the needs of clients with specialised and complex financing needs, including commercial, business, property and leasing finance >> Analyse financial statements and the application of financial ratios in assessing the viability of proposals >> Demonstrate self-management skills in building and maintaining a client base in the finance and mortgage broking industry Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

STOCKBROKING

Accredited Derivatives Adviser Level 1 Start Anytime

Online

12 weeks

Accredited Derivatives Adviser Level 2 Start Anytime

Online

12 weeks

Accredited Listed Product (ASX ALPA) Program Start Anytime

Online

12 weeks

Course description

Course description

Course description

For representatives of an ASX market participant seeking to become an Accredited Derivatives Adviser Level 1.

For representatives of an ASX market participant seeking to become an Accredited Derivatives Adviser Level 2.

For individuals looking to make greater use of listed products.

Entry requirements

Entry requirements

Entry requirements

Kaplan suggests that six months’ experience in the derivatives industry would be beneficial due to the specialist nature of the subject content.

ADA1 must be completed prior to enrolment into ADA2.

It is recommended that students have RG 146 accreditation in Securities and Managed Investments.

Derivatives is also preferable, although not required.

Course assessment

Course assessment One (1) supervised, closed-book exam.

One (1) supervised, closed-book exam.

Course assessment One (1) open-book, online exam.

Find out more

Find out more

Find out more

kp.edu.au/ada1

kp.edu.au/ada2

kp.edu.au/alpa

Course Learning Outcomes

Course Learning Outcomes

Course Learning Outcomes

>> Demonstrate knowledge of the Australian financial

>> Advise on warrants and exchange-traded options

>> Equities, warrants, ETOs, futures, listed property

system with reference to the various financial intermediaries, products, services and markets >> Describe and use terminology defining options, markets, strategies, trading and warrants >> Advise on options, warrants and derivatives products traded on the ASX >> Advise on selling options to close a taken position >> Write covered call options

strategies >> Advise on writing options >> Advise on multi-legged option strategies

>> The fundamentals of interest rate securities and

trusts and listed investment trusts valuation methodology >> Portfolio construction using listed investments >> Stock selection and analysis >> Strategies in the use of derivatives >> Gearing in self managed superannuation funds

Vocational Education - Stockbroking | 31

SMSF

Introduction to Self Manged Superannuation Funds Start Anytime

Online

12 weeks

Self Manged Superannuation Funds Program Start Anytime

Online

12 weeks

Advanced Self Managed Superannuation Funds Start Anytime

Face-to-face

1 day

Course description

Course description

Course description

Kaplan’s Introduction to SMSF course is for those wanting to get an overview of the superannuation industry with focus on self managed superannuation funds (SMSFs).

It provides individuals with an understanding of the contribution rules and conditions and the investment restrictions that apply to SMSFs.

The Self Managed Superannuation Funds (SMSF) Program is designed to provide students with the fundamental knowledge of the establishment, operation and management of an SMSF. This industry-recognised program covers trustee responsibilities, taxation, estate planning and investment restrictions, the steps involved in setting up a pension from an SMSF, and strategies for different client situations.

Designed by advisers, for advisers, the Advanced SMSF strategic program is an engaging and comprehensive workshop that will give you the competitive edge needed to build successful client relationships in the SMSF space.

Entry requirements

Entry requirements

Entry requirements

Tier 1 RG 146 compliant to provide personal advice in superannuation and completed Kaplan’s SMSF program (or equivalent).

Course assessment

ASIC RG 146 (Provide advice in superannuation).

Course assessment

One (1) open-book, online exam.

Course assessment

There are no formal assessments for this workshop.

However, several scenarios will be discussed as a group.

There are no entry or eligibility requirements for this qualification.

One (1) assignment and one (1) exam.

Find out more

Find out more

Find out more

kp.edu.au/ismsf

kp.edu.au/smsf

kp.edu.au/asmsf

Course Learning Outcomes

Course Learning Outcomes

Course Learning Outcomes

>> Describe superannuation in Australia and the

>> List the advantages and disadvantages of an

>> Understand the taxation issues relevant to an

retirement planning industry >> Understand the role and regulation of SMSFs, and trustee restrictions and responsibilities >> Explain the general superannuation legislation concerning contributions, investment responsibilities and constraints on the payment of benefits preservation >> Describe taxation concessions and obligations associated with SMSFs

SMSF >> Describe the role of a trustee and identify who cannot be a trustee >> Determine the most appropriate trustee structures, eligibility rules, restrictions and responsibilities for a fund >> Identify financial planning opportunities for trustees of SMSFs

SMSF >> Learn the estate planning characteristics of an SMSF >> Explain the handling of death benefits >> Discuss the implications of insurance benefits within an SMSF >> List the advantages and disadvantages of different SMSF strategies

32 | Vocational Education - Self Managed Superannuation Funds

Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

Accountants’ Self Managed Superannuation Funds Package Start Anytime

Online

12 weeks

Course description The Accountants’ SMSF Package is specifically designed for qualified accountants who are currently working, or about to commence work, in the financial advice services sector. This course is designed to enable participants to advise on SMSFs and meet the ASIC Tier 1 training requirements for superannuation.

Entry requirements Accountants who are Certified Practising Accountants (CPAs) or Chartered Accountants (CAs) are eligible to enrol in this course.

Course assessment

“ Rather than just the theory, I learnt practical

application of knowledge. I found the way that the scenarios used in the course material were described were almost identical to the real-world application. Not only did I gain knowledge, I gained a new outlook on dealing with clients, which has assisted me greatly.”

David Cooper

One (1) project-based assignment and one (1) exam.

Find out more kp.edu.au/accountantsmsf Course Learning Outcomes >> Describe superannuation in Australia and the retirement planning industry >> List the advantages and disadvantages of SMSFs >> Explain the taxation of SMSFs and related parties >> Show understanding of a compliant Statement of Advice (SOA) for SMSF clients >> Identify financial planning opportunities for trustees of SMSFs

Vocational Education - Self Managed Superannuation Funds | 33

INSURANCE

Certificate IV in General Insurance Claims stream (FNS41411) Start Anytime

Online

12 months

Certificate IV in General Insurance Sales stream (FNS41411) Start Anytime

Online

12 months

Certificate IV in General Insurance Generalist stream (FNS41411) Start Anytime

Online

12 months

Course description

Course description

Course description

The Certificate IV in General Insurance is for those who already work or want to work in the general insurance industry.

The Certificate IV in General Insurance is for those who already work or want to work in the general insurance industry.

The Certificate IV in General Insurance is for those who already work or want to work in the general insurance industry.

The claims stream has been developed for claims assessor and case manager job roles.

The sales stream has been developed for general insurance sales roles.

The generalist stream has been developed for customer service, claims, administrative and underwriting roles.

Entry requirements

Entry requirements

Tier 2 in General Insurance for personal advice needs to be completed before enrolment.

Tier 1 General Insurance and Tier 2 General Insurance both need to be completed before enrolment.

Find out more

Find out more

Find out more

kp.edu.au/gclaims

kp.edu.au/gsales

kp.edu.au/ggeneralist

Course Learning Outcomes

Course Learning Outcomes

Course Learning Outcomes

>> Describe legislation applying to general insurance

>> Describe legislation applying to general insurance

>> Describe legislation applying to general insurance

claims >> Identify general insurance products >> Outline the concepts of risk and underwriting >> Understand how to assess claims >> Seek help with specialist terminology >> Explain claims in everyday language >> Describe how to work well with clients >> Participate in continuous improvement >> Define the dispute resolution process

claims >> Identify general insurance products >> Outline the concepts of risk and underwriting >> Describe how to work well with clients >> Present a positive perception to clients >> Participate in continuous improvement >> Define the dispute resolution process

claims >> Identify general insurance products >> Outline the concepts of risk and underwriting >> Identify advanced underwriting principles >> Understand how to assess claims >> Seek help with specialist terminology >> Describe how to work well with clients >> Participate in continuous improvement >> Define the dispute resolution process

34 | Vocational Education - Insurance

Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

INSURANCE

Certificate IV in Life Insurance Claims stream (FNS41512) Start Anytime

Online

12 months

Certificate IV in Life Insurance Sales stream (FNS41512) Start Anytime

Online

12 months

Certificate IV in Life Insurance Underwriting stream (FNS41512) Start Anytime

Online

12 months

Course description

Course description

Course description

The Certificate IV in Life Insurance is for those who already work or want to work in the life insurance industry.

The Certificate IV in Life Insurance is for those who already work or want to work in the life insurance industry.

The Certificate IV in Life Insurance is for those who already work or want to work in the life insurance industry.

The sales stream focuses on sales skills including the processing of life insurance applications, business to business sales, retail sales, cross-selling and the implementation of a sales plan.

The underwriting stream focuses on risk, underwriting complex medical risk, underwriting complex non-medical risks and on the use of specialist terminology.

The claims stream focuses on the assessment of life insurance claims, the use of specialist terminology and medical terminology in claims.

Find out more

Find out more

Find out more

kp.edu.au/lclaims

kp.edu.au/lsales

kp.edu.au/lunderwriting

Course Learning Outcomes

Course Learning Outcomes

Course Learning Outcomes

>> Describe legislation applying to life

>> Describe legislation applying to life

>> Describe legislation applying to

claims >> Identify life insurance products >> Outline the concepts of risk and underwriting >> Understand how to assess claims >> Seek help with specialist and medical terminology >> Explain claims in everyday language >> Describe how to work well with clients >> Participate in continuous improvement >> Define the dispute resolution process

insurance >> Identify life insurance products >> Outline the concepts of risk, underwriting and claims >> Describe models of selling and financial advice >> Explain insurance in everyday language >> Describe how to work well with clients >> Participate in continuous improvement >> Define the dispute resolution process

underwriting >> Identify life insurance products >> Outline the concepts of risk, underwriting and claims >> Describe underwriting medical and non-medical risks >> Seek help with medical terminology >> Describe how to work well with clients >> Participate in continuous improvement >> Define the dispute resolution process

Vocational Education - Insurance | 35

ONGOING STUDY SUPPORT Constant support throughout duration of program

NATIONAL COVERAGE Australia’s only national provider of real estate education

FLEXIBLE ONLINE STUDY e-learning centre; complete training anywhere, anytime

TECHNICAL EXPERTS Access technical support when required from one of our experts RECOGNITION OF PRIOR LEARNING Past experience and learning is always taken into account

Real Estate Registration For individuals looking to start a rewarding career in the real estate industry, the licensing authority requires them to hold an entry-level registration. Kaplan’s Real Estate Registration Program provides individuals with the skills and education required to obtain registration and commence a career in sales or property management.

Licensing Kaplan’s Real Estate Licensing Program allows an individual to gain the skills and knowledge required to become a licensed real estate agent. A licence holder can operate their own agency, work as an employed licensee and receive greater credibility in a sales or property management role.

Continuing Professional Development (CPD) A fast, flexible and affordable way to gain CPD points. Individuals that hold a real estate registration or licence in NSW, ACT, Tas or WA need to complete CPD each year to fulfil state requirements to renew a certificate or licence. Keeping up with CPD requirements can be challenging. That’s why Kaplan offers an easy solution.

36 | Vocational Education - Real Estate

Kaplan Professional offers a comprehensive range of quality programs including registration, licensing and CPD for real estate professionals. We provide customised state-based training.

WESTERN AUSTRALIA

Real Estate

QLD

Western Australia Real Estate and Business Agents Licence Program Western Australia Sales Representative Program (Sales stream) Western Australia Sales Representative Program (Property Management stream) Real Estate – Western Australia CPD Program

QLD

WA

WA

REAL ESTATE

QUEENSLAND

Real Estate

Queensland Real Estate Certificate of Registration Program Queensland Real Estate Licence Program Queensland Resident Letting Agents Program Queensland Auctioneer Licence Program

AC T

Real Estate

NSW

Real Estate

ACT Certificate of Registration Program ACT Real Estate Licence Program Real Estate – ACT CPD Program

TAS

Victoria Estate Agents Licensing Program Victoria Agent Representative Program

ACT

ACT

V IC T ORIA

TAS

Real Estate

VIC

SOUTH AUSTRALIA

VIC

South Australia Registered Land Agents Licence Program South Australia Sales Representative Program

SA

SA

NSW

NSW Certificate of Registration Program NSW Real Estate Licence Program NEW SOUTH NSW Onsite Residential Property Manager Program WALES NSW Auctioneer Accreditation Program Real Estate Real Estate – NSW CPD Program

TASMANIA

Real Estate Tasmania Real Estate Licence Program Real Estate – Tasmania CPD Program

Find out more kp.edu.au/re Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

Vocational Education - Real Estate | 37

MANAGEMENT AND LEADERSHIP

Certificate IV in Frontline Management (BSB40812) Start Anytime

Online

12 months

Diploma of Leadership and Management (BSB51915) Start Anytime

Online

24 months

Course description

Course description

The Certificate IV in Frontline Management focuses on the ‘non-technical’ skills and knowledge necessary for effective participation in the workforce, including critical thinking and problem solving, collaboration and communication. This course is designed to equip individuals with the skills they need to supervise and lead small teams.

The Diploma of Leadership and Management is targeted at emerging leaders and provides the framework to develop leadership and management skills to successfully lead a team. Individuals will have access to an online coach, who is available to guide learning, clarify understanding and assist with assessments for the duration of the course.

Subjects Subject 1: Working well

Subject 5: Working safely

Subjects

Subject 2: Building relationships

Subject 6: Creating a professional profile

Subject 1: Develop your capabilities

Subject 3: Showing leadership

Subject 7: Preparing professional documents

Subject 2: Lead people

Subject 4: Meeting deadlines

Course assessment Each subject has mandatory tutorial(s) and an assignment.

Subject 3: Facilitate change

Course assessment Two (2) assignments.

Find out more

Find out more

kp.edu.au/cfm

kp.edu.au/dlm

Course Learning Outcomes

Course Learning Outcomes

>> Professional conduct in the workplace >> Lead a small team to effectively achieve work priorities >> Prepare and present workplace information in appropriate formats, relevant to the audience >> Develop personal and professional networks

>> Identify the impact of your own emotions on others and utilise emotional intelligence to maximise team outcomes >> Develop self-awareness of management and leadership skills and design a strategy to develop these skills >> Identify stages of team development and lead effectively >> Analyse team dynamics and functioning to identify strengths and opportunities for development >> Identify and evaluate opportunities for change >> Develop strategies to facilitate change

38 | Vocational Education - Management and Leadership

Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

Professional Development

Vocational Education - Financial Planning | 39

Short Courses Kaplan Professional delivers a variety of short courses that can be tailored specifically to your organisational needs.

Kaplan’s scale and experience across the financial services sector means corporate clients will benefit from the robust educational infrastructure of people, technology, intellectual property, systems and processes. We are able to draw on global capability, resources and experience to provide innovative solutions and unique learning experiences.

With Kaplan as your education and training provider, you’ll have access to an extensive pool of technical content both at a vocational and higher education level.

Advanced SMSF Workshops

Funds Management Markets and Products

Engaging face-to-face workshop delivered by industry experts. It builds on fundamental knowledge of self managed superannuation funds (SMSFs) and focuses more on SMSF strategies providing students with the competitive edge needed to build successful client relationships.

One-day workshop designed for new entrants to the funds management industry. The course is ideal for staff working for service provider organisations, master trusts or platform providers, as well as support staff working in customer service, marketing, IT and call centres.

Derivatives in Practice

Responsible Manager Masterclass

Provides the opportunity for attendees to come to grips with the practicalities of using derivatives in real life.

Workshops designed to help responsible managers, responsible executives, compliance managers, company directors and CEOs keep on top of current and emerging issues affecting licensees.

Financial Risk Management Provides a valuable insight into the key sources of financial risk, their measurement and the practical strategies used to mitigate them.

Financial Statement Fundamentals – Small and Medium Enterprises The purpose of this course is for participants to establish a basic understanding of the financial reporting requirements, financial statements and how to assess small and medium enterprise financial performance.

Training can be delivered at your premises or at an off-site training facility, ensuring consistent training throughout your organisation and across multiple locations. We can also help you track progress via reflective reporting and assessments.

The Kaplan Business Challenge This two-day experiential business and finance management training program is used by leading global companies throughout the world to develop executive capability. In this real life business simulation, participants must work together as the senior management team to turn a failing former multi-million dollar company back into a success story.

Traineeships Kaplan offers a number of qualifications that are accredited as vocational traineeships under the Australian Qualifications Framework, including in the areas of financial services, banking services, financial planning, finance and mortgage broking, credit management, and property services. We can also assist you to identify a relevant program of study to meet both traineeship requirements and business objectives.

40 | Short Courses

Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

Financial Planning Knowledge Test Designed to examine and determine the financial planning knowledge areas that your staff are strong in, while also identifying knowledge gaps. Kaplan will provide you with diagnostic reporting in order to compare results and determine what further training and education is required.

Understanding and Analysing Financial Statements Designed to enhance an individual’s understanding of the three main financial statements namely the income statement, balance sheet and cash flow statement.

Understanding Derivatives Understanding the nature and uses of derivative products is vital in understanding the operation of the financial system.

Understanding Financial Markets One-day workshop designed for new entrants to the financial services industry seeking a comprehensive understanding of the operations of the industry, the financial products used within the industry and the markets for these products.

Unit Trust Administration Two-day course provides an outline of the legislative and regulatory environment in which unit trusts operate along with the administrative, tax and registry systems and processes involved. The course is ideal for unit trust administration staff and professional service providers.

Find out more

Find out more

kp.edu.au/shortcourses

kp.edu.au/traineeships

Short Courses | 41

Your continuing professional development solution.

Through its online platform, Ontrack, Kaplan delivers a premium one-stop shop continuing professional development (CPD) solution for organisations and individuals who are obligated to meet ASIC compliance requirements for RG 146, RG 206 and RG 105.

Ontrack provides organisations with the content and system to manage their ongoing CPD responsibilities, to stay abreast of complex regulatory requirements and the dynamic industry landscape.

Ontrack’s engaging and diversified multimedia format appeals to a variety of individual learning styles and provides topical and effective professional development. Designed to achieve compliance requirements and gain a competitive advantage at the same time.

Ontrack is used by major and regional banks, Australian financial services licensees and authorised representatives, fund management companies, superannuation trustees, Australian credit licensees and mortgage broking professionals.

Find out more kp.edu.au/cpd

THE KAPLAN ADVANTAGE - Ontrack’s suite of multimedia offerings

Q&A Series Keen to find out about the latest regulatory changes and key industry trends?

Q&A Series hands the microphone over to the experts – hear insights from leading industry players and specialists via topical video interviews.

42 | Continuing Professional Development

Industry Pulse Don’t have time to attend industry conferences, roadshows and seminars?

Industry Pulse brings key sessions to busy professionals in an engaging multimedia format.

Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

Tier 1 RG 146 CPD Kaplan Professional’s premium online CPD platform, Ontrack, provides financial services organisations with the content and system they need to manage their CPD obligations as required by ASIC RG 146.

Credit & Mortgage Broking RG 206 CPD Kaplan Professional’s premium online CPD platform, Ontrack, provides credit licensees and mortgage brokers with the content and system they need to manage their CPD obligations as required by ASIC RG 206.

Responsible Manager RG 105 CPD Kaplan Professional’s premium online CPD platform, Ontrack, provides financial services organisations with the content and system they need to manage their CPD obligations as required by ASIC RG 105.

kPODs Enjoy listening to podcasts?

Why not learn at the same time. Ontrack brings you the convenience of auditory learning through kPODs – listen to the latest Q&A interviews, videos and narrated articles.

VIDEO Prefer a more interactive learning experience?

More than 70% of articles published in Ontrack on a monthly basis contain a video.

Continuing Professional Development | 43

Knowledge is everything in the financial services world. By featuring content developed in consultation with technical and financial advice specialists, Ontrack delivers what you need to know to manage your ongoing CPD requirements and keep ahead of complex regulatory requirements and the ever-evolving industry landscape.

The financial markets are driven by the interpretation of the latest news, events and information. With its unique “current affairs style” program, Ontrack provides you with the most up-to-date information in an interesting and thought-provoking manner.

Ontrack’s CPD content offers diversified multimedia training that appeals to the learning styles of all individuals, and covers the knowledge areas below.

Find out more kp.edu.au/cpd

Knowledge areas >> Deposit Products & Non-Cash Facilities >> Derivatives >> Estate Planning >> Ethics >> Financial Planning >> Fixed Interest >> Foreign Exchange >> General Insurance >> Generic Knowledge >> Life Insurance >> Managed Investments >> Margin Lending & Geared Investments

>> Practice Management >> Personal Tax Issues >> Securities >> Skills >> SMSF’s >> Social Security & Aged Care >> Superannuation >> Retirement Income Streams >> Credit & Mortgage Broking >> Structured Compliance >> TASA CPE*

* TASA CPE is included within published content spanning various knowledge areas in Ontrack.

44 | Continuing Professional Development

Kaplan Education Pty Ltd ABN 54 089 002 371 (RTO No.90116) trading as Kaplan Professional.

Student Services

Vocational Education - Financial Planning | 45

Student Support Kaplan has dedicated support teams to assist students throughout their studies. Our student services teams are dedicated to working with students to ensure study goals are met.

Student Services Representatives

Customer Experience Officers

Our Student Services Representatives are students’ first point of contact and can assist with a range of questions relating to access and support, including:

Specifically dedicated to Diploma and Advanced Diploma of Financial Planning students, our Customer Experience team will familiarise students with online learning and provide an orientation of KapLearn subject rooms and available resources. They can also assist to:

>> Study pathway, subject and qualification advice >> Enrolment and activation of subjects >> Login and password queries >> Exam bookings and assignment uploads >> Extensions and subject deadline queries

46 | Student Support

>> Map out student study plans >> Assist students to manage their time and workload >> Maintain student momentum (follow-up calls to check students are on track for completion goals)

We’re here to help.

Student Success Team

Postgraduate Student Advisers

Our Student Success team is available to provide assessment support to students.

The team focuses on facilitating queries between students and assessors. Another key responsibility of the Student Success team is to monitor the academic progress of students in their studies. The team has systems in place to ensure the early detection of students who are at risk of not making satisfactory progress. Appropriate support mechanisms are then implemented to assist students successfully complete their chosen course.

As part of Kaplan’s ‘Adviser for Life’ program, when a student enrols in a postgraduate course with us, they are allocated a dedicated Student Adviser who will be a point of contact throughout their studies. Student Advisers are on hand to keep students up to date with important information as well as being available to assist in decisions about subject enrolments and to offer general advice.

Student Support | 47

Exemption Service The Kaplan Professional Exemption Service allows students to apply for an exemption based on previous training, study and work experience.

Kaplan Professional’s exemption service allows students to apply for an exemption based on previous training, study and work experience.

Recognition of Prior Learning Recognition of prior learning (RPL) is where relevant prior study satisfies the learning outcomes of the Kaplan subject(s).

Recognition of Current Competency Recognition of current competency (RCC) is where the relevant skills and knowledge have been satisfied through a combination of work experience and prior study.

Mutual Recognition Mutual recognition (MR) is where the units of competency attained from another registered training organisation are equivalent to the units of competency in the Kaplan subject being exempted.

Automatic Exemptions Automatic exemptions may be applicable to qualified accountants, certified financial planners and members of other professional associations.

Find out more kp.edu.au/exemptions

48 | Exemption Service

“ W hen I first started financial planning several years

ago I set a goal to progress from being an employee to becoming a business owner as quickly as possible. Today I run a highly successful business on Sydney’s North Shore and I can definitely say that studying with Kaplan has allowed me to run a business and study at the same time for a number of years now. The courses were practical, well written and directly related to my daily activities, so it was the perfect mix for me.

Knowledge is a big part of any business and the way that the Kaplan course materials are set out enables you to enjoy your studies and therefore retain more of that knowledge.”

Andrew Vacopoulos

Exemption Service | 49

In your horizon is your future, in your future is Kaplan.

50 | Student Experience

Have you connected with us on social media yet?

Get the latest industry news by connecting with Kaplan Professional on social media.

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KPEAustralia

KPAustralia

KaplanProfessional

KaplanonlineEduAu

Student Experience | 51

www.kaplanprofessional.edu.au

Sydney

Melbourne

Perth

Brisbane

Level 4

Level 6

1325 Hay Street

Level 2

45 Clarence Street

370 Docklands Drive

West Perth

252 St Pauls Terrace

Sydney NSW 2000

Docklands VIC 3008

Perth WA 6005

Spring Hill QLD

T: (02) 9908 0200

T: (03) 9626 4500

T: (08) 9423 1811

T: (07) 3872 3872

Vocational: 1300 662 203 | Postgraduate: 1300 135 798 | CPD: 1300 527 526 | Real Estate: 1300 798 006

52 | Student Experience