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Paraplanning education.
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Advanced Diploma of Paraplanning


  • Highly practical – gain solid foundation skills in financial advice
  • A pathway for paraplanners
  • Learn how to provide a range of financial planning services
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Duration Up to two years
How it works Study online. With a difference.
Price $2,350 up front | $108.46 per week (payment plan)
Career opportunities Para-planner | Associate financial planner | Compliance officer | CSO
Course topics Eight themes
Units 12 units | Nationally recognised
Course trainers Industry experts and thought leaders
Pathways University Qualifications
Entry requirements No formal prerequisites | RPL available | Some equipment needed
Assessments Multiple small assessments | 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...

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Key Benefits

Built by Monarch

Monarch’s in-house paraplanning and finance experts meticulously crafted this course, ensuring its top-notch quality. Specifically tailored to meet the requirements of industry stakeholders, it aims to produce highly proficient paraplanners equipped with both technical expertise and transferable skills, ready to excel in demanding roles within a practice team.

Work - ready and practical experience

This course has been developed to help you prepare for work as a paraplanner. You’ll benefit from practical materials that are delivered in a workplace – orientated environment.

Nationally recognised

The course is nationally recognised under the Australian Qualifications Framework. You can use it as a pathway to further studies, including university degrees.

Course Accreditation

You’ll need to complete 12 units to obtain your Advanced Diploma of Paraplanning, including nine core and three electives.

The Paraplanner
The Client
The Practice
Managed Funds Advice
Research Activities
Superannuation Advice
Insurance Advice
Prepare, Present & Implement Advice


Course Assessments

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:

Career Opportunities

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:


Monarch has partnered with the University of New England to offer pathways to financial planning qualifications. Check them out here.

Entry requirements

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:

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.

Course Topics

The Advanced Diploma has nine core units plus three elective units that cover the most important skills in terms of technical ability and client service.

The course topics are:

The Paraplanner

Paraplanning is about figuring out how to deliver the best strategies for the client. Paraplanners need to organise information, clarify the objectives and organise the various options available before working with the adviser to set the strategic direction.

Part of delivering advice is knowing the rules; specifically what you can do and what you definitely cannot do. Here we look at what the rules are and how to keep on top of keeping everyone happy!

In this section you’ll learn:

The Client

You’ll learn how to develop plans in a way that meets (or exceeds!) the client’s needs, and leaves you confident you’ve covered all bases.

The Practice

Compliance doesn’t need to be something that makes you nervous or scared as a paraplanner. This module walks you through how to set up a working compliance system, including risk management procedures and resources like technology, staffing and consultancy.

It also covers how to provide effective services within the frameworks of rules, regulations and professional standards that exist for paraplanners in Australia today. You’ll learn everything from legislative and regulatory compliance, to how to work within the kinds of policies and procedures that can vary from practice to practice.

You’ll learn:

Managed Funds Advice

This section is about the exact strategic process for developing a great financial plan. It’s presented so that you’ll learn to work with a variety of supervisors or intermediaries, like financial advisers, shareholders, stockbrokers, trustees, agents, or whole financial organisations.

There’s something for even experienced paraplanners to learn here, especially with coverage of relatively new legislative requirements relevant to implementation.

Research Activities

One task that takes up a significant portion of a paraplanner’s efforts is product research. This means finding, exploring and understanding products (especially new products) that best fit the client’s needs and objectives. By the end of this section, you’ll know how to effectively document and present research to the relevant parties to support the recommendations within the plan.

You’ll also learn to develop unique solutions, you need to have a certain set of research skills. This module will take you through developing research parameters and requirements, finding the information, and presenting it to stakeholders in an easy-to-understand way.

We’ll cover:

Superannuation Advice

Ever wondered why super is so super? This section takes a deep dive into superannuation and managed investments, focusing on how to invest money in the most effective way, inside and outside of the superannuation environment.

Here we look at:

Insurance Advice

While superannuation and managed investments can help build wealth, it’s also important to protect that wealth. That is why in addition to learning about building assets wealth, you’ll learn about risk management and insurance.

This module is about the structures available to build wealth, and how to use insurance to protect wealth.

You’ll learn:

Prepare, Present & Implement Advice

In this last section we bring it all together. You’ll learn to develop unique solutions, and how you can present them to stakeholders in an easy-to-understand way.

We cover:

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

More than online

You’ll get:

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.

Course Price

Upfront payment

$2,350 (Total)

The most cost-effective option. Pay up front and save 20% compared to the total payment plan. Payment options include electronic funds transfer (EFT), credit card (Mastercard or Visa), cheque or cash.

Payment plan

$108.46 per week – paid over 26 weeks (Total: $2,820)

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.

Meet your trainers

Industry experts and thought leaders
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.

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

Any questions? Ask away!