RG146 Professional Series - Investments
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 Investments short course is designed to help expand your understanding of making investments on behalf of clients. This is the second module in the RG146 Professional Series.
Our Investments short course is designed to help expand your understanding of making investments on behalf of clients. This is the second 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
"I found Monarch easy to deal with. I had not done study for a number of years and I thought I would find it a challenge, but with their help it was great, getting a quick response back when needed. The course itself was exceptional, I learnt so much."
- Jason C., Monarch Institute Financial Planning graduate
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.
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Frequently Asked Questions
We designed this module for people working in financial services who advise clients on investments or support the advisers who do. You’ll get the most from it if you already hold some financial planning knowledge, since the module expands what you know about investing on behalf of clients. It also forms the second of four modules in the RG146 Professional Series, so anyone working through the full series will complete it. No formal prerequisites apply.
The Australian Securities and Investments Commission (ASIC) sets training standards for financial product advisers in Regulatory Guide 146, covering generic knowledge plus specialist knowledge in each product area. This module covers the securities and managed investments specialist area. Which standards apply to you depends on the advice you give and the products involved, so confirm your requirements with your licensee before you enrol. Our course consultants can also talk through which modules suit your role.
The module covers:
Asset classes and how each performs
Cash and fixed interest investments
Property investments
Equities and exchange-traded funds
Investment risk and diversification
Dollar cost averaging
Compound interest and the time value of money
How to select investments
Yes. You’ll work through course materials online, with two months to complete the module and three months of access. Online quizzes and multiple-choice questions test your knowledge as you progress. You can reach your trainers on weekdays between 9am and 5.30pm by phone, Zoom or email, and our student Facebook group connects you with others working through the series. Study wherever suits you, since nothing requires attendance.
Each module in the RG146 Professional Series covers a different specialist knowledge area. This one concentrates on investments, taking you through asset classes, risk, diversification and how to select investments for clients. Foundations of Financial Planning comes first in the series and covers the industry itself, the financial planning process, economic fundamentals and taxation basics. You can complete it either on its own or work through all four modules.
You’ll gain specialist knowledge of investments, which applies to work at fund managers, investment platform providers and advice practices. Those skills can support your preparation for roles like investment corporate actions support officer, back-office fund manager operations officer or paraplanner assistant. Our Advanced Diploma of Paraplanning is a longer route if you want a nationally recognised qualification.
Fees