A Paraplanner’s primary role is to provide support to the Financial Adviser. As such, Paraplanners need to take responsibility for their work, show initiative and produce work that’s accurate, fit for purpose, supported by evidence and assists the Adviser to achieve their mandatory compliance obligations.
Monarch’s Advanced Diploma of Paraplanning is built by industry professionals who understand this and know what you need to get you ready for working in the financial services industry. You’ll benefit from their guidance as soon as you start learning.
Looking to meet FASEA requirements? Monarch has formal pathways into the University of New England (UNE)’s Financial planning programs. Check them out here, and find the course that’s right for you.