Kaplan Professional and Deloitte team up to set benchmark for adviser education

Kaplan Professional and Deloitte team up to set benchmark for adviser education | Insurance Business

Kaplan Professional and Deloitte team up to set benchmark for adviser education

Kaplan Professional has tapped Deen Sanders, a partner with Deloitte in the governance, regulation, and conduct group, to help build and deliver the three bridging courses required by the Financial Adviser Standards and Ethics Authority (FASEA).

The financial services education provider intends to offer enrolments for three bridging courses: “Ethics and Professionalism in Financial Advice” in July and “Financial Advice Regulatory and Legal Obligations” and “Behavioural Finance: Client and Consumer Behaviour, Engagement, and Decision Making” in September, pending FASEA approval.

Brian Knight, Kaplan Professional CEO, said the partnership with Deloitte and especially Sanders will set the benchmark for adviser education.

“Together, we have assembled a team of market-leading academic and practitioner experts to build out these bridging courses,” Knight said. “This includes Sydney University behavioural scientists and legal and professional ethics leaders from both Sydney University and the University of New South Wales. The involvement of Deloitte will ensure these bridging courses are best-in-breed – unprecedented, innovative and cutting-edge, and will significantly contribute to the fabric of adviser education. We wanted to go ‘above and beyond’ the norm and transform what is available in the market.”

Knight said engaging Sanders in the development of the bridging courses would be an enormous asset for the credibility of the content.

“Dr Sanders is renowned as a global leader in the field of ethics, trust, and regulation and its impact on professional behaviour and conduct,” Knight said. “He has a deep and profound understanding of Australia’s financial services sector. In addition, he brings an unrivalled insight from his time at FASEA, understanding the vision for the professionalisation program in the Corporations Act to encourage sustained change in behaviour, to align with professionalism, and to champion a positive and long-term future for trusted financial advice.”

If approved by FASEA, all bridging course subjects will form part of Kaplan Professional’s Graduate Diploma of Financial Planning.

Advisers may submit expressions of interest to enrol in “Ethics and Professionalism in Financial Advice” starting July 08. Kaplan Professional is also hoping to offer “Financial Advice Regulatory and Legal Obligations” and “Behavioural Finance: Client and Consumer Behaviour, Engagement and Decision Making” starting September 02.