Key Benefits

Diploma of Financial Planning

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

ASIC + RG146 compliant

This course meets 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. This course has been approved by ASIC authorised assessors.

Nationally recognised

Looking for a course that’ll be recognised anywhere you go in Australia? 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.

Course Accreditation

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


Module 1

Foundations of Financial Planning

Module 3

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

Whether you’re already working in super, or are new to financial services, this course is designed to open up as many career opportunities as possible. It’s practical, real-world education that’s been designed with multiple pathways in mind.


Key opportunities include:

Any person who provides superannuation and retirement planning advice must have an industry specific accreditation (known as RG146 certification). That said, this course provides a great foundation for anyone in an aligned role within superannuation. Marketing, member services, administrators and other staff can apply what they learn in this course to their diverse responsibilities.

Pathways

When you finish this course, you’ll have half the units you need to complete your Diploma of Financial Planning. You can apply to study the Diploma with Monarch Institute and get credit for the units you’ve already done. The full diploma will open up further opportunities beyond super advice.

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 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.

Please note this course uses a clustered unit delivery model so please speak to a Course Consultant about how this could affect any RPL or CT granted.

Course Topics

Module 1

Foundations of Financial Planning

Module 3

Superannuation and retirement planning

Course Duration

You have 12 months to complete the 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 you work and how committed you 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

$1,050 (total)

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

 

*Fees and units are subject to change.

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.

Adrian Shaw
Adrian Shaw
Trainer
"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!

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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Superannuation education.
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RG146 Compliant Superannuation

Partial completion of FNS50615

  • Get critical financial planning knowledge and real-world skills
  • Become RG146 compliant to provide superannuation advice
  • Study anywhere, anytime – whatever works best for you
Click to expand
Duration Up to 12 months
How it works Study online. With a difference.
Price $1,050
Career opportunities Superannuation adviser
Course topics Two modules
Units Eight 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
Payment Options There are two ways you can pay for your course...
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