RG146 Professional Series
Duration: 2 - 6- months
Price: $2,250 up front | $103.85 per week (payment plan)
How it works: Study online. With a difference.
Start date: Immediately, or whenever you’re ready.
Entry requirements: No formal prerequisites | Some equipment needed
Qualification type: Non-accredited
This course outlines the knowledge and skills areas required to work in a range of roles in the financial services industry and is great if you’re already working in one of these areas and want to further your knowledge.
This course outlines the knowledge and skills areas required to work in a range of roles in the financial services industry and is great if you’re already working in one of these areas and want to further your knowledge.
Pathways to becoming a financial planner
Build on your existing skills
Course Summary
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 from major Australian Universities.
Key opportunities include:
Para-planner Assistant
Financial planning practice manager
Call-centre adviser for either an insurance provider, investment fund management provider, investment platform provider or superannuation provider
Back-office superannuation operations officer
Back-office insurance operations officer
Back-office fund management operations officer
Back-office investment platform operations officer
Investment corporate actions support officer
This course is designed to be completed within 2 – 6 months. You have access to the course for 6 months.
There is no minimum timeframe to complete this 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 they work and how committed they are!
Study online. With a difference.
You’ll get:
Easy-to-follow course materials
Videos and webinars
Support from your course trainers (phone, email, Zoom)
A dedicated admin team on hand to guide you
Online quizzes to test your knowledge
Student Facebook group
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, Zoom, 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.
Our sector-leading academics and course trainers have developed a course assessment framework that is uniquely designed to help you gain a deep understanding of the course modules and, importantly, give you real-world insight, knowledge and skills. Assessment formats include:
Case studies
Multiple-choice questions
Short-answer questions
Calculation questions
Immediately, or whenever you’re ready.
Get in touch about enrolling
"The support provided by Monarch is second to none. Adrian was so accommodating and worked around my work hours and also moving country. We established times that would suit the both of us and I couldn’t have asked for better support."
- Jodie, Monarch Institute RG146 Student
You will need access to the following equipment to successfully complete the course:
Working computer with Microsoft Office (2016 or later)
Access to the internet. Internet speed must be reasonable in order to watch videos etc.
Access to a smart phone, video camera or web camera is required
Get Course Brochure
Pathways
If you're looking for a pathway to become a financial planner, Monarch's Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.
Module 1
Foundations of Financial Planning
Foundations of Financial Planning
The Financial Planning Industry
The Financial Planning process
The paperwork
Economic Fundamentals
Monetary Policy
Fiscal Policy
The Economic Cycle
Key players in the financial marketing arena
Taxation basics
Module 2
Investments
Investments
Asset classes
Cash investments
Fixed interest investments
Property investments
Equities (shares)
Performance of asset classes
Dollar cost averaging
Investment risk
Diversification
Exchange traded funds (EFTs)
Investment selection
Compound interest & time value of money
Module 3
Superannuation & Retirement Planning
Superannuation in Australia
Accumulation funds and defined benefit funds
Who can contribute into superannuation
Identify different kinds of contributions
Taxation and superannuation earnings
Superannuation guarantee
Government co-contribution
Super splitting and how it works
Salary sacrifice and how it’s applied
Strategies and case studies
Role and responsibility of superannuation trustees
How self-managed super funds operate
Mechanics of a superannuation pension
Preservation age and accessing superannuation
Tax applicable to superannuation benefits
Module 4
Insurance and Risk Management
Insurance
Classification of risk
How do we handle risk?
Insurance characteristics
General insurance
Personal life insurance
Structuring life insurance
Term life insurance
Total and permanent disability insurance (TDP)
Income protection insurance
Trauma insurance
Insurance premiums
Pathways to becoming a financial planner
If you’re looking for a pathway to become a financial planner, this short course is a great way to start out. There are other pathways too such as our Advanced Diploma of Paraplanning which was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.
Build on your existing skills
This course outlines the knowledge and skills areas required to work in a range of roles in the financial services industry and is great if you’re already working in one of these areas and want to further your knowledge.
RG146 Training. For the real world.
Check out our reviews
Fees