Key Benefits

Nationally recognised

The units that make up this course fall under the Australian Qualifications Framework. You may be able to use them as a pathway to higher education. They’ll be recognised across the country for the purposes of employment and professional development.

ASIC + RG146 compliant

This course has been assessed as meeting ASIC’s RG146 education requirements. This regulatory guideline outlines the knowledge and skills areas required to deliver both general and personal (Tier 1) financial advice under an AFSL.

Course Accreditation

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


Module 1

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

Margin lending isn’t a topic that’s well understood by financial services professionals, let alone the average Aussie. It’s potentially a powerful way for ordinary people to grow their wealth relatively rapidly. On the flip side, it can be very risky – too much so for some clients’ appetites. That’s why it’s particularly important to provide insightful, effective margin lending advice.


Key opportunities include:

Pathways

If you’re already studying the Diploma of Financial Planning or Advanced Diploma of Financial Planning, this unit is a great bolt-on. It’ll help qualify you to provide specialist advice on margin lending. Alternatively, you may be able to complete this unit and get course credit towards a diploma at a later date.

Entry requirements

There are formal prerequisites for this course.

Students must hold the following units:

If you don’t already hold these units Monarch can help. Talk to one of course consultants.

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

Margin lending

Course Duration

What is the average course completion time frame?

This course is designed to be completed within 6 months.

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

Study online. With a difference.

You’ll get:


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. 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

$395 (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

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.

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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Margin lending education.
For the real world.

Get in touch

RG146 Compliant Margin Lending

Partial completion of FNS50615

  • Get ready to provide RG146 Tier 1 advice on margin lending
  • Become an RG146-compliant margin lending adviser
  • Fit your margin lending studies around existing commitments
Click to expand
DurationUp to six months
How it worksStudy online. With a difference.
Price$395
Career opportunitiesManaged investments and securities adviser
Course topicsOne module
UnitsOne unit | Nationally recognised
Course trainersIndustry experts and thought leaders
Pathways

FNS50615 Diploma of Financial Planning | FNS60415 Advanced Diploma of Financial Planning

Entry requirements

Formal prerequisites | RPL available | Some equipment needed

AssessmentsMultiple small assessments | No exams
Start dateImmediately, 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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