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New Kaplan paraplanning diploma offers pathway into financial advice

Kaplan Professional has launched a paraplanning course designed for existing and new paraplanners as well as those seeking a pathway into the financial advice industry.

FNS60920 Advanced Diploma of Paraplanning equips individuals with a range of financial planning services across a range of product environments, involving complex issues requiring innovative strategies, the education and training provider says.

The course combines specialist knowledge and practical skills in preparing financial plans for retail clients across three practice areas: life insurance, managed investments and superannuation.

Kaplan Professional CEO Brian Knight says the course has been developed based on feedback from corporate clients and insights from a number of experienced industry professionals.

“The licensees and financial advisers that we work with have been eager for a dedicated and high-quality program that addresses the needs of the modern paraplanner,” Mr Knight said.

“The rigorous program offers a benchmark qualification that provides formal recognition of the highly skilled and valuable role of the paraplanner.”

He says with the industry focused on supplementing its talent pool over the coming years, the course will provide an accessible and suitable pathway for those who want to enter the profession and eventually become a financial adviser.

Enrolments are open now and individuals can commence the online course at any time.