Advanced Diploma Financial Planning
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Various course schedules (streams) are available, including:

Face-to-face workshops^: are conducted in a classroom environment enabling you to learn efficiently within a structured and engaging format. The workshops allow you to interact and network with other students under the guidance of industry professionals who “bring the course to life” and provide a “real world” perspective.

Distance (Self-Paced) learning: allows you to start a course when and where it is convenient for you to study. Distance learning is particularly popular with stay-at-home parents, full time employees, or anyone seeking maximum flexibility. You will be well supported throughout your course by Monarch’s dedicated distance education support team, available both over the phone and online.

Advanced Diploma of Financial Planning – Detailed Pricing

You can choose to enrol in the FULL Advanced Diploma of Financial Planning or alternatively you can enrol in just individual units (see prices below). There are substantial savings when enrolling in the Full Advanced Diploma of Financial Planning.

^All students studying at Monarch Institute are regarded as undertaking a course or qualification by distance education. Students may also choose to attend optional workshops which are facilitated by a recognised industry expert (‘facilitator’), in this instance a Financial Planning Professional. All Monarch facilitators are nationally recognised trainers and assessors under the Australian Quality and Training Framework (AQTF). To successfully complete the Advanced Diploma of Financial Planning, pre-reading, attendance at optional workshops (if applicable), self-study and post-workshop assessments is required. For further information, refer to Monarch Institute’s Student Information Guide.

Various locations are available for Advanced Diploma in Financial Planning training, including:

• Face-to-Face workshops – CBD training held nationwide
• Your Office – Monarch Institute provides onsite training for group instruction.
• Distance Learning

Monarch Institute’s Advanced Diploma of Financial Planning and Diploma in Financial Planning are Government accredited. It has National recognition under the Australian Qualifications Framework (AQF) meaning it can be used as a pathway to a university qualification, nationwide. The course is ASIC compliant, having been approved by ASIC authorised assessors as meeting ASIC Policy Statement 146 (known as RG146) and is listed on the ASIC Training Register at: http://asic.gov.au/eTraining/eTrain.nsf

Monarch has carefully structured its assessments t to include a variety of formats which will enhance your understanding:

• Case studies
• Multiple  choice
• Short answer questions
• Role plays
• Projects

Some of our students include senior para-planners, business development managers, corporate advisers, financial advisers, financial planning managers as well as students who hold other qualifications (e.g. a Bachelor degree)….and the list goes on!

The financial services industry employs over 700,000 workers in Australia (source: IBSA) so completing the Advanced Diploma in Financial Planning qualification can propel both a financial adviser’s career, but also other people’s careers within the financial services industry ‘value chain’. There are many careers within banks, fund managers, investment platform providers, investment research houses, superannuation funds, stock brokers, credit unions, accounting practices, financial planning practices, mortgage broking businesses, insurance firms, business brokers and real estate agencies, for which an Advanced Diploma of Financial Planning would add substantial credibility and skill.

As an industry leader in delivering financial services education, Monarch is regularly approached by employers seeking outstanding students. Monarch’s privacy policy means students must approach employers directly to pursue employment opportunities, and often the roles are competitive. To be successful in obtaining employment in the financial services industry, new entrants should firstly research the industry, and consider:

• Speaking to fellow students (and others) already working in the industry, to understand the areas currently in demand.
• Research current vacancies and remuneration levels on career websites such as www.seek.com.au and www.mycareer.com.au
• Inquire about professional membership to industry associations. There are often discounts for students so enquire at:
  • www.fpa.asn.au
  • www.cpaaustralia.com.au
  • www.publicaccountants.org.au
  • www.afma.com.au
  • www.bankers.asn.au
  • Stockbrokers.org.au

Monarch Institute recognises Recognition of Prior Learning (RPL) which takes into account the knowledge and skills you have already gained through your previous education and work history and attributes them to your Advanced Diploma of Financial Planning. This may be through formal or informal training and can result in credits towards your qualification.

Advisers and students with foreign qualifications are required by ASIC to undertake courses on the ASIC training register to familiarise themselves with Australian regulatory requirements. For information on RPL, go to Monarch Institute Student Information Guide.