RG146 Professional Series - Foundations of Financial Planning
Duration: 2 months
Price: $750
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
Our Foundations of Financial Planning short course will lay a foundation of solid financial planning knowledge for you to begin building your career. This is the first module in the RG146 Professional Series.
Our Foundations of Financial Planning short course will lay a foundation of solid financial planning knowledge for you to begin building your career. This is the first module in the RG146 Professional Series.
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 months. You have access to the course for 3 months. This module forms one part of the four modules in the RG146 Professional Series.
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:
Quizzes
Multiple-choice questions
Immediately, or whenever you’re ready.
Get in touch about enrolling
"Everything from start to finish went perfectly smooth with no issues whatsoever. Questions were always answered promptly. Great experience all round!"
-Tom, Monarch Institute Financial Planning 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
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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.
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.
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.
Check out our reviews
Frequently Asked Questions
Foundations of Financial Planning is a two-month online short course covering the groundwork of the profession. You’ll study the financial planning industry, the planning process itself, the paperwork involved, economic fundamentals and taxation basics. It’s the first of four modules in our RG146 Professional Series, so it prepares you for the specialist modules that follow. The course is non-accredited, which means it operates outside the Australian Qualifications Framework (AQF).
You’ll gain a working knowledge of how the industry works, who the participants are and how advisers move a client through the planning process. That knowledge applies to support and administration roles at advice practices, fund managers and superannuation providers. You’ll also cover monetary policy, fiscal policy and the economic cycle, which are the forces that shape investment conditions for clients. Our Advanced Diploma of Paraplanning is the longer route if you want a nationally recognised qualification.
Yes. We built the module for people fitting study around a job, so you decide when and where you work through it. Two months should cover the material comfortably, though you have up to three. Quizzes throughout let you check what you’ve absorbed before moving on. Our trainers take questions by phone, Zoom or email on weekdays between 9am and 5.30pm.
This module comes first in the series and covers the context advisers work in, including the industry, the planning process, economic fundamentals and taxation basics. RG146 Professional Series: Investments is the second module and goes into the products themselves, covering asset classes, investment risk, diversification and how to select investments for clients. Each module takes two months, and you can complete them all in sequence or complete either one on its own.
No. You can enrol without formal prerequisites or industry experience, and this module starts from the fundamentals. Once we receive your enrolment, one of our course consultants will talk through your background to see if this training suits you. You’ll need a working computer with Microsoft Office 2016 or later, plus internet access fast enough to watch videos.
This module might suit you if you want to understand how financial planning works before committing to a longer qualification. Two months and $750 makes it a manageable starting point, and you can continue into specialist modules covering investments, insurance and superannuation. It also works if you already hold a support role in financial services and want the industry context behind the work you do.
Fees