RG146 Professional Series - Foundations of Financial Planning

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

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