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XPLAN Training Course

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Course overview

  • Learn the financial services industry’s go-to software package from the ground up
  • Get the edge on other financial services job candidates
  • Study online at your pace

Key benefits

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Duration Up to six months
How it works Study online. With a difference.
Price $950
Career opportunities XPLAN trainer | Para-planner | Associate financial planner
Course topics Four modules
Units Non-accredited | Statement of Completion
Course trainers XPLAN experts
Pathways FNS60920 Advanced Diploma of Paraplanning
Entry requirements No formal prerequisites | Some equipment needed
Assessments Multiple small assessments | No exams
Start date Immediately, or whenever you’re ready.
Get in touch about enrolling

XPLAN 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.

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It was great meeting with everyone to finisher our assessments
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Amezing learning resources. Easy to study online.
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Expertise

  • Courses developed with leading academics and industry associations
  • Delivered by brilliant trainers who work with corporate leaders
  • Learn from professionals using real world case studies
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Flexibility

  • Fit study around work, family, life.
  • Start immediately, or down the track
  • Flexible payment options

Support

  • Dedicated team of trainers and support staff on hand to guide you
  • Up to date, easy to understand course materials.
  • Fast assessment turnaround times with comprehensive trainer feedback.
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Payment Options There are two ways you can pay for your course...
$950
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Upfront $950
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Key Benefits

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.

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.

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.

Course Accreditation

This course is non-accredited training. However, you will receive a Statement of Completion.

The software (XPLAN) is used by 70% of financial advice providers, including the four major Australian banks.

Specialisations

Course Assessments

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:

Career Opportunities

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.

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.

Entry requirements

There aren’t any formal prerequisites. But to make sure you get the most out of training with us, the following enrolment process applies:

What equipment will I need?

You will need access to the following equipment to successfully complete the course:

It’s also ideal to have a financial calculator on hand.

 

Course Topics

Module 1

Client Focus (introduction)

Module 2

Portfolio and Modelling (investments)

Module 3

Wealth Solver (Superannuation)

Module 4

Risk Researcher (Insurance)

Course Duration

What is the average course completion time frame?

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!

How it works

Study online. With a difference.

You’ll get:

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.

Course Price

$950 (total)

Payment options include electronic funds transfer (EFT), credit card (MasterCard or Visa), cheque, or cash.

 

*Fees and units are subject to change.

Meet your trainers

XPLAN experts
Ben Dascal
Trainer "Whether you think you can or you think you can’t, you’re right."
– Henry Ford

I am a qualified financial planner holding a tertiary qualification in financial planning, as well as being a Certified Financial Planner (CFP®). I’ve worked as a financial planner for an Australian bank for over two years. Before that, I worked for over seven years as an associate adviser for another financial planning company.

What makes me jump out of bed each morning?

I enjoy catching up with friends, going for walks with my wife and following the North Melbourne Football Club.

Learn more about Ben

Adrian Shaw
Adrian Shaw
 "To handle yourself, use your head; to handle others, use your heart"
– Eleanor Roosevelt

Drawing on nearly 20 years’ experience in the financial services sector, I lecture in Investments and Financial Services at the University of New England (UNE) and work with businesses to enhance the way they get things done. As subject coordinator for UNE, I recently developed the first Financial Services Simulator in Australia, and post-graduate subject offering students practical, real-world experience.

I’ve also worked with law firms, financial service providers, accountants and bookkeepers helping them streamline business operations and improve client experience.

What makes me jump out of bed each morning?

My dog and the desire to help my Monarch students!

Learn more about Adrian

Josh Wilson
Trainer "Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless."
– Jamie Paolinetti

I am a qualified financial planner with tertiary and vocational qualifications in financial planning and law. I’ve had 17 years of experience in the financial planning and wealth management industry. I have worked as a financial planner for a large Australian bank and boutique wealth management firm for over 10 years, and prior to that, as a fund accountant for a London-based asset manager.

What makes me jump out of bed each morning?

I am usually woken up by my three children first! I get excited to see my heirloom tomatoes growing strongly in spring. I love cooking at home on the weekend, hanging out in the park with my wife and children, and I’m a mad (suffering) Carlton supporter.

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