XPLAN Training Course
Duration: Up to six months
Price: $950
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
Xplan remains a preferred tool for financial professionals who aim to streamline their operations, enhance advisory quality, and maintain high standards of client satisfaction and regulatory compliance.
Xplan remains a preferred tool for financial professionals who aim to streamline their operations, enhance advisory quality, and maintain high standards of client satisfaction and regulatory compliance.
Tailored for RG146 Financial Planning
Free Software
Industry Standard Tool
Efficiency and Workflow Management
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.
Many job ads request XPLAN experience. There is a shortage of suitably capable RG146 grads with the XPLAN knowledge and skills firms need. This course has been developed to address that need.
Having XPLAN experience combined with the Advanced Diploma of Paraplanning provides you with the best chance of getting a first job as a para-planner or associate financial planner. This XPLAN course will set you apart in the job market.
This course is designed to be completed within 6 months.
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
Heaps of support from your course trainers (phone, email, Skype, Zoom)
A dedicated admin team on hand to guide you
Online assessments
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, 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.
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:
Case studies
Multiple-choice questions
Short-answer questions
Workplace scenarios
Projects
Immediately, or whenever you’re ready.
Get in touch about enrolling
"I found the support to be excellent, no matter how many questions I asked they answered! They were always quick and friendly. My assignments were marked quickly (I don’t think I waited more than a week) and the feedback was well thought out and relevant."
- Hunter McKay, 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
It’s also ideal to have a financial calculator on hand.
Get Course Brochure
Pathways
Once you’ve completed this XPLAN short course, you may go on to study an Advanced Diploma of Paraplanning. The course is the ideal extension for those who are already in the industry as administrators, who want to step up and be able to give advice. Doing the XPLAN course first will give you a unique perspective on how financial planning knowledge is applied in daily practice.
Module 1
Client Focus (introduction)
XPLAN navigation
Create a client and enter a fact find
Workflow and communication
Module 2
Portfolio and Modelling (investments)
Creating existing portfolio positions
Modelling client scenarios
Generate portfolio reports
Module 3
Wealth Solver (Superannuation)
Superannuation rollovers
Review alternative superannuation funds
SOA wizard and generation of SOA
Module 4
Risk Researcher (Insurance)
Needs analysis
Insurance recommendations features and benefits
SOA wizard and generation of SOA
Tailored for RG146 Financial Planning
This course is tailored to enhance your understanding of the key elements learned in the Advanced Diploma of Paraplanning.
Free Software
You’ll get the Student Edition of XPLAN for free for six months to help you complete the course.
Efficiency and Workflow Management
Xplan remains a preferred tool for financial professionals who aim to streamline their operations, enhance advisory quality, and maintain high standards of client satisfaction and regulatory compliance.
Industry Standard Tool
Xplan has a strong presence in the financial services industry, particularly within Australia, where it has been rated as the top financial planning software for more than 12 consecutive years by the Investment Trends awards.
XPLAN training. For the real world.
Check out our reviews
Fees