Financial Planning
Financial advice has the power to transform lives. As an adviser, you can help protect families, grow wealth, and give people the retirement they deserve. Now’s the time to step up and learn how to provide the advice that Aussies need to get ahead financially.
Starting down a new career path? Keeping your skills sharp? Either way, you’ll love studying with Monarch Institute. Find your course below. And if you’re not sure which one will suit you best, please get in touch now to discuss your options with your dedicated course consultant.
Financial Planning Qualifications
Advanced Diploma of Paraplanning
FNS60920A Paraplanner’s primary role is to provide support to the Financial Adviser.
Financial Planning Short Courses
RG146 Professional Series - Superannuation and Retirement Planning
Our Superannuation and Retirement Planning short course is designed to build upon your existing financial planning knowledge. This is the final module in the RG146 Professional Series.
RG146 Professional Series - Investments
Our Investments short course is designed to help expand your understanding of making investments on behalf of clients. This is the second module in the RG146 Professional Series.
RG146 Professional Series - Insurance and Risk Management
Our Insurance and Risk Management short course will support your existing financial planning skills through tailored risk and insurance education. This is the third module in the RG146 Professional Series.
RG146 Professional Series - Foundations of Financial Planning
Our Foundations of Financial Planning short course will lay a foundation of solid financial planning knowledge for you to begin building your career. This is the first module in the RG146 Professional Series.
XPLAN Training Course
Xplan remains a preferred tool for financial professionals who aim to streamline their operations, enhance advisory quality, and maintain high standards of client satisfaction and regulatory compliance.
RG146 Professional Series
This course outlines the knowledge and skills areas required to work in a range of roles in the financial services industry and is great if you’re already working in one of these areas and want to further your knowledge.
Industry Insights
Employment/positions projection
10.7% growth to 2026
Earnings (Average full time)
$2,887 per week
Full time vs part time
83% full time
Sources: lmip.gov.au, Labour Market Insights, financialliteracy.gov.au
The financial services industry is in the midst of a revolution. Technology is changing the way clients get advice. There’s a trend towards online advice; it’s more accessible and affordable for lots of clients. More and more practices are using software to manage each part of the client advice journey. Client expectations and needs are evolving. You need to graduate ready to meet those needs.
Sources: lmip.gov.au, Labour Market Insights, financialliteracy.gov.au
There’s never been a greater need for quality financial advice and paraplanning services. As a paraplanner, you’ll have a responsibility for ensuring your clients have a plan in place that meets their needs. But you’ll also need to make sure they understand what your team have recommended, so they can move forward confidently. And to do that, you’ll need to understand the subject matter inside out. That’s where Monarch Institute comes in. We don’t just teach you the regulation and theory. You’ll learn how to communicate key concepts to your clients.
Sources: lmip.gov.au, Labour Market Insights, financialliteracy.gov.au
Looking to kickstart your career in financial services? Check out Monarch's Advanced Diploma of Paraplanning, the only one of its kind in Australia.
If you’re looking for a pathway to become a financial planner, Our RG146 Professional Series is a great way to start out.
Our XPLAN Training Course is great for getting to know the industry’s favourite planning software in record time. Of course, if you’re not sure which course is for you, you can always get in touch with one of our friendly Course Consultants.
Monarch offers accounting courses for students located in all locations and cities across Australia including Brisbane, Melbourne, Perth, and Sydney.
Sources: lmip.gov.au, Labour Market Insights, financialliteracy.gov.au
Meet your trainers
Financial planning courses
You deserve to learn from experts who are just as committed to the financial planning profession as you. Monarch Institute was founded by experienced financial advisers who wanted to show students what it’s actually like to practice in the real world. In other words, not just the theory. Courses are developed with an industry advisory council including recognised thought leaders.
We're proud award finalists too. Monarch's financial services team were recognised as a Finalist in the Institute of Financial Advisers Training and Education Provider of the Year Awards.
Get the skills that employers really want.
Absolute flexibility. Your way, your terms.
Unrivalled support. Delivered with care.
How we rank
Every month we measure our student's feedback. This keeps us on our toes, so our courses and support stay ahead of the pack. Here's what they have to say this month...
Financial Services FAQs
Becoming a financial planner entails obtaining an accredited degree and fulfilling a one-year professional work experience requirement set by the Australian Securities and Investments Commission (ASIC). Monarch's Advanced Diploma of Paraplanning can be a good starting point as a pathway to further studies, including university degrees such as a Bachelor of Commerce.
According to Labour Market Insights, the number of financial planners and support workers is expected to grow strongly and
is likely to reach 68,800 by 2026.
Due to the continuing evolution of financial services, the need for skills support specialists is on the rise! No longer can financial advisers deliver advice working solo.
The foundation offered by the Advanced Diploma of Paraplanning provides real world skills allowing graduates to enter rolls designed to deliver outcomes. For example, working directly with client, working in superannuation, insurance and fund's management.
The salary range for paraplanners in Australia varies based on location, with earnings typically falling between $70,000 and $90,000.
Any questions? Ask away!
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