Advanced Diploma of Paraplanning

Good paraplanners – especially the dedicated ones – are in high demand. If you want to help people change their lives by helping them reach their financial goals, chances are paraplanning is on your list of career options.

Key opportunities include:

• Associate financial planner/adviser (in a ‘junior ‘capacity)

• Paraplanner

• Financial planning practice manager

• Compliance officer at a financial planning firm/[Australian financial services licensee] (AFSL)

• Call-centre adviser for either an insurance provider, investment fund management provider, investment platform provider or superannuation provider

• Back-office superannuation operations officer

• Back-office insurance operations officer

• Back-office fund management operations officer

• Back-office investment platform operations officer

• Investment corporate actions support officer

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!

More than online

You’ll get:

• Easy-to-follow course materials

• Videos and webinars

• Heaps of support from your course trainers (phone, email, Zoom)

• A dedicated admin team on hand to guide you

• Online assessments

• Student Facebook group

How does it 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, Zoom, 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.

The experts who design and deliver our courses have developed an assessment framework that’s uniquely designed to help you gain a deep understanding of the material.

Assessment formats include:

• Case studies

• Multiple-choice questions

• Short-answer questions

• Workplace scenarios

• Projects

• Roleplays- video self-recording and upload of the file

Immediately, or whenever you’re ready.
Get in touch about enrolling

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.

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

• Working computer with Microsoft Office (2016 or later)

• Access to the internet either at home, work, public libraries or other locations. Internet speed must be reasonable in order to watch videos etc.

• Access to a smart phone, video camera or web camera is required