Financial Planning Courses – Sydney
We lead the sector in financial services training, offering a range of courses that cater to various career pathways within the industry. Developed in collaboration with peak industry associations and leading academics, our qualifications and short courses such as RG146 provide the skills and knowledge you need to succeed. Our courses are delivered by top industry thought leaders who actively work in the field, ensuring you receive real-world insights and practical training.
Accounting Qualifications
Advanced Diploma of Paraplanning
FNS60920A Paraplanner’s primary role is to provide support to the Financial Adviser.
Short Courses
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.
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.
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
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.
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.
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
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