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Financial services training.
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4.6 out of 5 based on 1210 reviews

Financial Planning Courses – Perth (WA)

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Financial planning courses

We lead the sector in financial services training. These courses have been developed in conjunction with peak industry associations and leading academics. And they’re delivered by leading industry thought leaders who work within the industry, week in, week out. In other words, you get real-world financial services training.

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Industry insights

Financial planning 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

Financial planning – a growing industry

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.

Bridging the gap for your clients

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.

Getting started

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

You'll be guided and supported by 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.

Learn more about Ben

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!

Learn more about Adrian

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!