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Diploma of Financial Planning

  • The Diploma of Financial Planning has been deleted
  • Check out Monarch’s Advanced Diploma of Paraplanning
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Duration Up to two years
How it works Study online. With a difference.
Price No longer taking enrolments
Career opportunities Financial planner | Para-planner | Call centre adviser | Compliance officer | Middle-office or back-office
Course topics Four modules
Units 21 units | Nationally recognised
Course trainers Industry experts and thought leaders
Pathways The Diploma of Financial Planning has been deleted.
Start date No longer taking enrolments
Get in touch about enrolling

How we rank

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Key Benefits

Pathways to becoming a financial planner

The Diploma of Financial Planning has been deleted but if you’re looking for a pathway to become a financial planner, our Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.

Course Accreditation

The Diploma of Financial Planning has been deleted but if you’re looking for a pathway to become a financial planner, our Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.

Specialisations

Course Assessments

Our sector-leading academics and course trainers develop all our course assessments are designed to help you gain a deep understanding of the course modules and, importantly, give you real-world insight, knowledge and skills.

Career Opportunities

The Diploma of Financial Planning has been deleted but if you’re looking for a pathway to become a financial planner, our Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.

 

 

Pathways

The Diploma of Financial Planning has been superseded but if you’re looking for a pathway to become a financial planner, our Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.


Monarch has formal pathways into the University of New England (AU)’s Financial planning programs. Choose to study the Graduate Diploma of Financial Planning or the Bachelor of Commerce (Financial Planning). Find the course that’s right for you.

Entry requirements

The Diploma of Financial Planning has been deleted but if you’re looking for a pathway to become a financial planner, our Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.

Course Topics

The Diploma of Financial Planning has been deleted but if you’re looking for a pathway to become a financial planner, our Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.

Course Duration

The Diploma of Financial Planning has been deleted but if you’re looking for a pathway to become a financial planner, our Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.

 

How it works

The Diploma of Financial Planning has been deleted but if you’re looking for a pathway to become a financial planner, our Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.

Course Price

The Diploma of Financial Planning has been deleted but if you’re looking for a pathway to become a financial planner, our Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.


 

Meet your trainers

Industry experts and thought leaders
Ben Dascal
Trainer
"Whether you think you can or you think you can’t, you’re right."
– Henry Ford

I am a qualified financial planner holding a tertiary qualification in financial planning, as well as being a Certified Financial Planner (CFP®). I’ve worked as a financial planner for an Australian bank for over two years. Before that, I worked for over seven years as an associate adviser for another financial planning company.

What makes me jump out of bed each morning?

I enjoy catching up with friends, going for walks with my wife and following the North Melbourne Football Club.

Adrian Shaw
Adrian Shaw
"To handle yourself, use your head; to handle others, use your heart"
– Eleanor Roosevelt

Drawing on nearly 20 years’ experience in the financial services sector, I lecture in Investments and Financial Services at the University of New England (UNE) and work with businesses to enhance the way they get things done. As subject coordinator for UNE, I recently developed the first Financial Services Simulator in Australia, and post-graduate subject offering students practical, real-world experience.

I’ve also worked with law firms, financial service providers, accountants and bookkeepers helping them streamline business operations and improve client experience.

What makes me jump out of bed each morning?

My dog and the desire to help my Monarch students!

Josh Wilson
Trainer
"Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless."
– Jamie Paolinetti

I am a qualified financial planner with tertiary and vocational qualifications in financial planning and law. I’ve had 17 years of experience in the financial planning and wealth management industry. I have worked as a financial planner for a large Australian bank and boutique wealth management firm for over 10 years, and prior to that, as a fund accountant for a London-based asset manager.

What makes me jump out of bed each morning?

I am usually woken up by my three children first! I get excited to see my heirloom tomatoes growing strongly in spring. I love cooking at home on the weekend, hanging out in the park with my wife and children, and I’m a mad (suffering) Carlton supporter.

Any questions? Ask away!