Key Benefits

A pathway to university

Are you new to the financial planning industry? Or maybe you have already completed a Diploma or Advanced Diploma of Financial Planning?

Either way, Monarch Institute recommends the University of New England (UNE) to make it easier for you to take your next step towards a career in financial planning.

Depending on what you’ve studied and your previous work experience, there are three options. You may also be entitled to receive advanced standing (similar to unit credits).

Options include:

  • Bridging Course (as per FASEA Guidelines)*
  • Graduate Diploma in Financial Planning*
  • Bachelor of Commerce (Financial Planning)^

To find out more, get in touch with Monarch Institute on 1300 738 955 or see click here to see courses.

* Approved by FASEA
^ Has been submitted for approval to FASEA, but is not yet approved by FASEA.

ASIC compliant

This course is ASIC compliant, and provides a pathway to many professional designations.

XPLAN software training

You have the option of adding XPLAN software training,the financial industry’s go-to financial planning software package, when studying this course.

Government funded

If you live in Victoria, Monarch Institute has government funded places.

To see if you are eligible for a government funded place, please click here to see the criteria. Or get in touch with one of our friendly course consultants.

Tax (Financial) Adviser module

If you want to meet the Tax Practitioner Board (TPB) requirements to be a Tax (Financial) Adviser, completion of the FNS60415 Advanced Diploma of Financial Planning provides a direct pathway to the Tax (Financial) Adviser course. You only need to complete one additional module in Australian Commercial Law to meet the TPB requirements.

This is because the required Australian Tax Law module is covered in the Advanced Diploma of Financial Planning as part of Module 3.

If you wish to add the Australian Commercial Law module, the fee is $850. The TPB does have specific assessments requirements.

You’ll also need to complete two short exam assessments:

Commercial Law module
Taxation (the course materials are covered in this course)

Nationally recognised

The course meets the requirements of the Australian Qualifications Framework. You’ll be able to use it as a pathway to higher level qualifications at tertiary institutions around the country.

Course Accreditation

In total, you need to complete each of these 15 nationally recognised units of competency in order to be awarded your FNS60415 Advanced Diploma in Financial Planning.

Module 1

Advanced investments

Module 2

Estate planning

Module 3

Social security and taxation planning

Module 4

Practice management

Course Assessments

The experts who design and deliver our courses (click back to Course trainers to meet some of them) have developed an assessment framework that’s uniquely designed to help you gain a deep understanding of the material. They’ll give you the kind of knowledge and skills you can use in the real world as a business operator or manager. Assessment formats include:

Career Opportunities

Key opportunities include:

*The Financial Adviser Standards and Ethics Authority (FASEA) was established in April 2017. From January 1st 1019, persons wanting to become a financial planner require a FASEA approved degree. For more information contact FASEA.

Where you’ll work

Completing the Advanced Diploma in Financial Planning qualification is a great first step towards becoming a financial adviser. An approved FASEA degree is required for new advisers (from 2019), with a transition for existing advisers provided until 2024. However, others within the financial services industry value chain can apply the theory and strategy from the Advanced Diploma to their work.

There are many workplaces for which an Advanced Diploma of Financial Planning would add substantial credibility and skill, including:


The next step up from an Advanced Diploma is an undergraduate degree at a university. 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

To enrol, you’ll need to have completed the core of the FNS50615 Diploma of Financial Planning, or equivalent, as it’s a Government requirement.

These units are:

To make sure you get the most out of training with us, the following enrolment process applies:

What equipment will I need?

You will need access to the following equipment to successfully complete the course:

It’s also ideal to have a financial calculator on hand.


Am I eligible for Recognition of Prior Learning or credit transfer?

We may be able to take into account relevant knowledge and skills you’ve gained through previous formal or informal training, education and employment. To find out more, refer to our Student Information Handbook by clicking here, or get in touch with one of our friendly course consultants. Please note this course uses a clustered unit delivery model so please speak to a Course Consultant about how this could affect any RPL or CT granted.

Course Topics

Module 1

Advanced investments

Module 2

Estate planning

Module 3

Social security and taxation planning

Module 4

Practice management

Course Duration

This course is designed to be completed within 12-24 months.

There is no minimum timeframe to complete this course. Students who are highly motivated and well organised can complete the full course at an accelerated pace.

The key factors that influence course completion are a student’s experience, time availability, how fast they work and how committed they are!

How it works

Study online. With a difference.

How does online study work?

This course has been developed to give you absolute flexibility. Study on your couch, on public transport, on your break at work, out in the park – wherever and whenever you like. The best part is, with Monarch Institute, ‘online’ doesn’t mean ‘alone’. You’ll be backed by our trainers at every step along the way.

What support will I get?

Your trainer will be happy to contact you via phone, Skype, Zoom, TeamViewer, or email (Monday to Friday, 9am to 5.30pm). So you definitely won’t feel alone. You’ll also have access to our student Facebook groups, so you can discuss the material with other students. It’s a handy way to stay in touch with trainers and others in the same course.

Do you offer corporate workshops?

Yes. We’re the corporate training partner of choice for several large organisations. Our trainers can also conduct onsite training for groups of six staff or more. Corporate workshops can be scheduled for any location in Australia. Got a new satellite office with staff in need of training? Running a training retreat in an idyllic location (yes please!)? Our trainers can be there.

Corporate workshops are tailored to your organisation’s needs. Get in touch with our friendly course consultants for more information.

Course Price

This course has been superseded, Check out our Advanced Diploma of Paraplanning for your next step into the financial services industry.

Meet your trainers

Industry experts and thought leaders.
Helen Russo
"Together, we can change the world”
– Akiroq Brost

During my 20 years in the financial advice industry, I’ve had a number of diverse roles including corporate super at NSP Buck, workplace financial planning with private clients at MLC, and professional and business banking with Macquarie. I set up and ran an Australian Financial Services License for an accounting firm.

In 2012 I co-authored and delivered a business succession insurance training program for financial planners and accountants for the Business Risk Institute of Australia.  In 2013 I established my own practice, Encompass Wealth – Financial Life Planning. We specialise in holistic life planning, focusing on the broader context of a client’s life rather than just the numbers. This means integrating clients’ values, vision and wealth.

In March 2017 I was appointed Director at CLIME Private Wealth where I use my experience, technical knowledge and coaching abilities to provide advice to baby boomers transitioning into their version of retirement.

What makes me jump out of bed each morning?

My family! And the ability to make a difference in someone’s life – I love working with people!

Ben Dascal
"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!

Janine Cini
"The only way to do great work is to love what you do."
– Steve Jobs

I’m known as a bit of a superannuation guru here at the Monarch Institute office. I’ve got 30 years of experience in the financial services sector. I’ve worked in underwriting, corporate superannuation fund portfolios, business analysis, and self-managed superannuation funds.

I have undertaken a variety of roles, mostly within large corporations, but also with a number of small businesses. I’m passionate about sharing my knowledge and experience in Monarch Institute’s student contact hours here in Melbourne.

What makes me jump out of bed each morning?

It’s all about balance and fitting as much into the day as possible. If the sun is shining an early morning horse ride is a must. A good balance of work to stimulate the mind and Pilates to keep in shape. And never a dull moment with three children and a close family living nearby.

Josh Wilson
"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!

Financial planning education.
Study online today.

Get in touch

Advanced Diploma of Financial Planning


Click to expand
Duration Up to two years
How it works Study online. With a difference.
Price No longer taking enrolments
Career opportunities Financial Associate | Para-planner | Financial Services Call centre | Compliance officer | Middle-office or back-office |
Course topics Four modules
Units 15 units of competency | Nationally recognised
Course trainers Industry experts and thought leaders.
Pathways University courses
Entry requirements Prerequisites apply | RPL available | Some equipment needed
Assessments Multiple small assessments | No exams
Start date No longer taking enrolments
Get in touch about enrolling
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