Key Benefits

Nationally recognised

The units that make up this course are nationally recognised under the Australian Qualifications Framework. You may be able to use them as part of a pathway to higher education at institutions around Australia.

ASIC + RG146 compliant

This course meets the ASIC education requirements known as RG146. These outline the knowledge and skills areas required to deliver both general and personal (Tier 1) financial advice under an Australian Financial Services Licence (AFSL). This course has been approved by ASIC authorised assessors.

Diploma of Financial Planning

This course can also be completed as part of our Diploma of Financial Planning.

Course Accreditation

In total, you need to complete 8 nationally recognised units of competency to be awarded the RG146 Compliant SMSF 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

Superannuation and Retirement Planning

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

Self-managed superannuation funds are growing in popularity. ATO stats show that the number of funds and the percentage of super money in SMSFs is growing each year. With that grows the demand for great SMSF advice. Advice that not only meets regulatory requirements, but helps drive real results for trustees and members.

Key opportunities include:

Superannuation and all it encompasses is a rapidly growing area of advice within the financial services industry. Any person who provides superannuation and retirement planning advice must have an industry specific accreditation (known as RG146 certification).

Career opportunities include positions in banks, insurance companies, superannuation fund providers, accounting and financial planning practices, both large and small.


Upon completion of the course, you will have achieved 50% of the course requirements to complete your Diploma of Financial Planning. With a few months’ more study, you could upgrade to a full Diploma. Transferring your course credits and continuing your study is easy – just get in touch with your dedicated course consultant.

Course Prerequisites

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

Superannuation and Retirement Planning

Course Duration

Is there a maximum course completion time?

Yes – you have up to 1 year to complete this partial qualification, and many complete it in less time.

We find our students complete the RG146 Compliant SMSF course in varying time frames. It really does depend on your life situation, and time availability. There is also a requirement that you complete each module within 6 months (i.e. 2 modules X 6 months = 1 year maximum).

Is there a minimum course completion time?

No – there is no minimum course time-frame.

Students can complete the qualification as quickly as they choose.

What is the average course completion time-frame?

Volume of learning: We have found students that are genuinely motivated to progress through the course are able to complete the full course in as little as 5-7 months. Other students that have no experience or understanding of key concepts in financial planning take closer to 1 year. The key factors that influence course completion is a student’s experience, time availability and work rate.

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.

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. Get in touch with our friendly course consultants for more information.

Course Price

Upfront payment

$1,250 (Total)

Payment options include: electronic funds transfer (EFT), Credit Card (Mastercard or Visa), Cheque or Cash.

Meet your trainers

You’ll be guided and supported by financial planning industry experts and thought leaders.
Lauren Davis
"When everything seems to be going against you, remember that the airplane takes off against the wind, not with it."
– Henry Ford

I’m a qualified financial planner with 15 years’ experience in the financial services industry. I have worked as a financial planner for a small business, as well as running my own business. In the past I’ve also worked for one of the big four banks. I know what it takes to support new starters; I’ve also worked in marketing and supporting other financial advisers to run and grow their own businesses.

What makes me jump out of bed each morning?

Coffee and my much-loved Cavoodle, Henry, ready for his morning walk. I enjoy going out for brunch, watching movies, and watching any sport I can, in particular my beloved Carlton Football Club.

Helen Russo
"I can’t change the direction of the wind, but I can adjust my sails to always reach my destination"
– Jimmy Dean

In the past 17 years I have been afforded the opportunity to work with many different clients and their situations and in a variety of roles: NSP Buck (corporate superannuation), MLC Advantage (workplace financial planning), Macquarie Bank (professional and business banking), and accountancy practices. And in the past four years, my own business. I have previously successfully applied for and run an AFSL for three years as a key person and responsible manager.

What makes him jump out of bed each morning?

My family! And the ability to make a difference in someone’s life – love working with people!

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.

Janine Cini
"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
"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. 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 two girls 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 two girls, and I’m a mad (suffering) Carlton supporter.

Want more information? Let's chat

Please complete the details below. Your dedicated course consultant will be in touch with you shortly.
  • *Required Fields
  • This field is for validation purposes and should be left unchanged.

SMSF education.
For the real world.

Get in touch

RG146 Compliant Superannuation + SMSF

Partial completion of FNS50615

  • Get the self-managed super knowledge you need to give great advice
  • Become RG146 compliant to provide self-managed superannuation fund advice
  • Fit your study around your busy practice
Click to expand
Duration Up to one year
How it works Study online. With a difference.
Price $1,250
Career opportunities SMSF adviser
Course topics Two modules
Accreditation Meets the ASIC Regulatory Guide 146 (RG146), Government accredited under AQF, listed on ASIC Training Register.
Course trainers You’ll be guided and supported by financial planning industry experts and thought leaders.

FNS50615 Diploma of Financial Planning


No formal requirements. Learn about recognition of prior learning (RPL), and equipment needed.

Assessments You’ll have comprehensive assessments at different points along the way. Meaning, 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...
How we rank
  • Would recommend
    to a friend
  • Are satisfied
    with the training
  • Are happy with