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Key Benefits

Nationally recognised

Looking for a course that opens up work and further study opportunities across Australia? The units that make up this course fall under the Australian Qualifications Framework. You can use them as a pathway to higher education.

ASIC + RG146 compliant

This course has been approved by ASIC authorised assessors. It meets ASIC’s RG146 education requirements. This regulatory guideline outlines the knowledge and skills areas required to deliver both general and personal financial advice through (or as a rep of) an Australian Financial Services Licensee.

Diploma of Financial Planning

If you complete this course you’ll receive credit transfer for some units in the FNS50615 Diploma of Financial Planning.

Course Accreditation

In total, you need to complete 14 nationally recognised units of competency to be awarded the RG146 Compliant Investments course. The units of competency in this course are nationally recognised under the Australian Qualifications Framework (AQF).

Module 1

Foundations of Financial Planning

Module 2

Investments

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

With so many investment products available to Aussies, and innovative products launching every day, there’s never been a greater need for quality investment advice. Whether you meet with clients face to face, or provide advice through an online platform, you’ve got to know how to research and analyse options that make sense for their unique needs. Not to mention meeting the regulatory requirements.

Key opportunities include:

 

 

Pathways

When you finish RG146 Compliant Investments, you’ll have many of the units you need to complete a Diploma of Financial Planning. If you’re ready to take your learning even further, you can then apply to study the Diploma with Monarch Institute. You would then receive credit for the units you’ve already done. If you ever need to help clients with matters outside managed investments, you’ll be prepared to give them the best advice possible.

Entry requirements

There aren’t any formal prerequisites. But 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

Foundations of Financial Planning

Module 2

Investments

Course Duration

Is there a maximum course completion time?

Yes; one year for the whole course. You must complete each module within six months.

Is there a minimum course completion time?

No. Except for some government funded students, students can complete the qualification as quickly as they choose.

What is the average course completion time frame?

Students who are highly motivated and well organised can often complete the full course in nine months. The key factors that influence course completion are a student’s experience, time availability, and how fast they work.

How it works

Study online. With a difference.

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, 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.

Who are my trainers?

All our trainers are subject matter experts. View our trainer profiles now in the section titled “Course trainers” to meet them. At Monarch, you are extremely well supported by our trainers as you progress through your study. That is precisely why it’s called blended online learning.

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

Upfront payment

$1,050 (total)

Payment options include electronic funds transfer (EFT), credit card (MasterCard or Visa), cheque, or cash.

Meet your trainers

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

I am a qualified financial planner holding a tertiary qualification in a Masters of Financial Planning as well as being a Certified Financial Planner (CFP®) since 2001. 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.

I have an Advanced Diploma in Financial Planning, together with other specialist accreditations in retirement planning, SMSF, home and aged care, ALPA ASX listed products, collaborative law (financial adviser) and as a retirement and transition coach. I am also a member of the Financial Planning Association, an associate member of the AFA, SMSF Association and a fellow at the Australian Institute of Management.

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
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 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!

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Investment education.
For the real world.

Get in touch

RG146 Compliant Investments

Partial completion of FNS50615

  • Get the strategies you need to provide effective investment advice
  • Become RG146 compliant to provide managed investments, securities and derivatives advice
  • Fit your learning around your existing work commitments

Key benefits

Click to expand
Duration Up to one year
How it works Study online. With a difference.
Price $1,050
Career opportunities Investment fund manager | Investment platform provider
Course topics Two modules
Units 14 units | Nationally recognised
Course trainers Industry experts and thought leaders
Pathways

FNS50615 Diploma of Financial Planning.
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

Financial planning training. For the real world.

You deserve to learn from experts who are just as committed to the financial planning profession as you. Monarch Institute was founded by experienced financial advisers who wanted to show students what it’s actually like to practice in the real world. In other words, not just the theory. Courses are developed with an industry advisory council including recognised thought leaders. Like Dr Jenny Diggle, who’s just been appointed to ASIC’s Financial Services and Credit Panel.

Need your full RG146 compliant qual? Want to specialise in one area of advice? Monarch Institute delivers nationally recognised qualifications, taught on your terms. Fit your professional development in to your busy schedule, confident that you’ll be supported by your trainers every step of the way. It’s just one part of our commitment in helping you smash your career goals.

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Expertise

  • Courses developed with leading academics and industry associations
  • Delivered by brilliant trainers who work with corporate leaders
  • Learn from professionals using real world case studies

Flexibility

  • Fit study around work, family, life.
  • Start immediately, or down the track
  • Flexible payment options

Support

  • Dedicated team of trainers and support staff on hand to guide you
  • Up to date, easy to understand course materials.
  • Assessment turnaround in 5-7 business days with comprehensive trainer feedback.
Payment Options There are two ways you can pay for your course...
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