Key Benefits

Nationally recognised

The course is 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.

ASIC compliant

This course is ASIC compliant and has been approved by ASIC’s authorised assessors. The FNS60415 Advanced Diploma of Financial Planning is now the minimum education requirement for entry into the AFA (Association of Financial Advisers) and FChFP (Fellow Chartered Financial Practitioner) designation.

Internships

We offer internships through our partner, Performance Education, to help you start building real-world experience.

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

Add this TPB (Tax Practitioners Board) approved module to be able to provide planning-related tax advice.

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:

Where you’ll work

Completing the Advanced Diploma in Financial Planning qualification can propel a financial adviser’s career. But it’s not just for full time advisers. 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:

Pathways

The next step up from an Advanced Diploma is an undergraduate degree at a university. You may be able to use your Advanced Diploma as a pathway to a Bachelor of Business (Financial Planning) or similar. Some universities offer course credit for the units undertaken as part of an Advanced Diploma. You should check with the university you’re thinking of applying to before enrolling with Monarch Institute.

Course Prerequisites

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.

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?

We may be able to take into account relevant knowledge and skills you’ve possibly gained through previous formal or informal training, education and employment. To find out more, refer to our Student Information Guide by clicking here, or get in touch with one of our friendly course consultants.

Course Topics

Module 1

Advanced investments

Module 2

Estate planning

Module 3

Social security and taxation planning

Module 4

Practice management

Course Duration

Is there a maximum course completion time?

Yes – you have up to 2 years to complete the qualification, and many complete it in less time.

We find our students complete the FNS60415 Advanced Diploma of Financial Planning in varying time frames. It really does depend on your life situation, and time availability. There is also a requirement that you complete each module within 6 months (i.e. 4 modules X 6 months = 2 years maximum).


Is there a minimum course completion time?

No – there is no minimum course time-frame.

Students can complete the qualification as quickly as they choose.


What is the average course completion time-frame?

Volume of learning: We have found students that are genuinely motivated to progress through the course are able to complete the full course in as little as 9 months. Other students that have no experience or understanding of key concepts in financial planning take closer to 2 years. The key factors that influence course completion is a student’s experience, time availability and work rate.

How it works

Study online. With a difference.

How does blended 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. Get in touch with our friendly course consultants for more information.

Course Price

Upfront payment

$1,625 (Total)

The most cost-effective option. Pay up front and save 10% compared to the total payment plan. Payment options include electronic funds transfer (EFT), credit card (Mastercard or Visa), cheque or cash.

Optional: add Tax (Financial) Adviser module for only $850 extra!


Payment plan

$68.75 per week – paid over 26 weeks (Total: $1787.50)

This option is suitable for students wanting to manage their cash flow. It’s handy if you want to get started right away, but don’t have the full amount on hand. Payment must be made with Mastercard or Visa.

Optional: add $35.95 per week for Tax (Financial) Adviser module.


Government Funding

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.

Meet your trainers

You’ll be guided and supported by financial planning industry experts and thought leaders.
Lauren Davis
Trainer
"When everything seems to be going against you, remember that the airplane takes off against the wind, not with it."
– Henry Ford

I’m a qualified financial planner with 15 years’ experience in the financial services industry. I have worked as a financial planner for a small business, as well as running my own business. In the past I’ve also worked for one of the big four banks. I know what it takes to support new starters; I’ve also worked in marketing and supporting other financial advisers to run and grow their own businesses.

What makes me jump out of bed each morning?

Coffee and my much-loved Cavoodle, Henry, ready for his morning walk. I enjoy going out for brunch, watching movies, and watching any sport I can, in particular my beloved Carlton Football Club.

Helen Russo
Trainer
"I can’t change the direction of the wind, but I can adjust my sails to always reach my destination"
– Jimmy Dean

In the past 17 years I have been afforded the opportunity to work with many different clients and their situations and in a variety of roles: NSP Buck (corporate superannuation), MLC Advantage (workplace financial planning), Macquarie Bank (professional and business banking), and accountancy practices. And in the past four years, my own business. I have previously successfully applied for and run an AFSL for three years as a key person and responsible manager.

What makes him jump out of bed each morning?

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

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.

Janine Cini
Trainer
"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
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. 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 two girls 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 two girls, and I’m a mad (suffering) Carlton supporter.

Want more information? Let's chat

Please complete the details below. Your dedicated course consultant will be in touch with you shortly.
  • *Required Fields
  • This field is for validation purposes and should be left unchanged.

Financial planning education.
For the real world.

Get in touch

Advanced Diploma of Financial Planning

FNS60415

  • Get critical financial planning knowledge to provide RG146 Tier 1 advice
  • Become an RG146-compliant financial planner
  • Study anywhere, anytime – whatever works best for you
Click to expand
Duration Up to two years
How it works Study online. With a difference.
Price $1,625 upfront | or $68.75 per week | or Govt Funding if eligible
Career opportunities There are plenty - financial planner, para-planner, call-centre adviser, compliance officer, middle-office or back-office
Course topics Four Modules
Accreditation Government accredited under AQF, listed on ASIC Training Register.
Course trainers You’ll be guided and supported by financial planning industry experts and thought leaders.
Pathways

University courses.

Prerequisites

There are couple of prerequisites you’ll need to meet first. Plus we’ll need to check your level of English and maths.

Assessments You’ll have comprehensive assessments at different points along the way. Meaning, no exams.
Start date Immediately, or whenever you’re ready.
Get in touch about enrolling
Payment Options There are two ways you can pay for your course...
or
How we rank
  • Would recommend
    to a friend
  • Are satisfied
    with the training
  • Are happy with
    our
    responsiveness