Key Benefits

Tailored for RG146 Financial Planning

This course is tailored to enhance your understanding of the key elements learned in the Diploma of Financial Planning.

Free software

You’ll get the Student Edition of XPLAN for free for six months to help you complete the course.

Used by 70% of financial planners

XPLAN is used by 70% of all financial advisers including all four major banks.

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.

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.

XPLAN training must be understood in context. That is why we want you to complete your FNS50615 RG146 Diploma of Financial Planning and/or FNS60415 Advanced Diploma of Financial Planning with Monarch (or another provider) prior to, or at the same time as studying this XPLAN course.

Having XPLAN experience combined with a Diploma or Advanced Diploma of Financial Planning provides you 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 a Diploma of Financial Planning. The full Diploma is the ideal extension for those who are already in the industry, as administrators or para-planners, 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.


Am I eligible for recognition of prior learning?

We may be able to take into account relevant knowledge and skills you’ve gained through previous formal or informal training, education and employment. To find out more, refer to our Student Information Guide by clicking here, or get in touch with one of our friendly course consultants.

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.

Meet your trainers

XPLAN experts
Helen Russo
Trainer
"Together, we can change the world”
– Akiroq Brost

During my 20 years in the financial advice industry, I’ve had a number of diverse roles including corporate super at NSP Buck, workplace financial planning with private clients at MLC, and professional and business banking with Macquarie. I set up and ran an Australian Financial Services License for an accounting firm.

In 2012 I co-authored and delivered a business succession insurance training program for financial planners and accountants for the Business Risk Institute of Australia.  In 2013 I established my own practice, Encompass Wealth – Financial Life Planning. We specialise in holistic life planning, focusing on the broader context of a client’s life rather than just the numbers. This means integrating clients’ values, vision and wealth.

In March 2017 I was appointed Director at CLIME Private Wealth where I use my experience, technical knowledge and coaching abilities to provide advice to baby boomers transitioning into their version of retirement.

What makes me jump out of bed each morning?

My family! And the ability to make a difference in someone’s life – I love working with people!

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.

Janine Cini
Trainer
"The only way to do great work is to love what you do."
– Steve Jobs

I’m known as a bit of a superannuation guru here at the Monarch Institute office. I’ve got 30 years of experience in the financial services sector. I’ve worked in underwriting, corporate superannuation fund portfolios, business analysis, and self-managed superannuation funds.

I have undertaken a variety of roles, mostly within large corporations, but also with a number of small businesses. I’m passionate about sharing my knowledge and experience in Monarch Institute’s student contact hours here in Melbourne.

What makes me jump out of bed each morning?

It’s all about balance and fitting as much into the day as possible. If the sun is shining an early morning horse ride is a must. A good balance of work to stimulate the mind and Pilates to keep in shape. And never a dull moment with three children and a close family living nearby.

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.

Any questions? Ask away!

Please complete the details below. Your dedicated course consultant will be in touch with you shortly.
  • *Required Fields
  • This field is for validation purposes and should be left unchanged.

XPLAN education.
For the real world.

Get in touch

XPLAN Training Course

  • Learn the financial services industry’s go-to software package from the ground up
  • Get the edge on other financial services job candidates
  • Fit your practical education around other work, study and personal commitments
Click to expand
DurationUp to six months
How it worksStudy online. With a difference.
Price$950
Career opportunitiesXPLAN trainer | Para-planner | Associate financial planner
Course topicsFour modules
UnitsNon-accredited | Statement of Completion
Course trainersXPLAN experts
Pathways

FNS50615 Diploma of Financial Planning

Entry requirements

No formal prerequisites | RPL available | Some equipment needed

AssessmentsMultiple small assessments | No exams
Start dateImmediately, or whenever you’re ready.
Get in touch about enrolling
Payment Options There are two ways you can pay for your course...
or
How we rank
  • Would recommend
    to a friend
  • Are satisfied
    with the training
  • Are happy with
    our
    responsiveness