Financial planning – a growing industry
The financial services industry is in the midst of a revolution. Technology is changing the way clients get advice. There’s a trend towards online advice; it’s more accessible and affordable for lots of clients. More and more practices are using software to manage each part of the client advice journey. Client expectations and needs are evolving. You need to graduate ready to meet those needs.
Bridging the gap for your clients
There’s never been a greater need for quality financial advice and paraplanning services. As a paraplanner, you’ll have a responsibility for ensuring your clients have a plan in place that meets their needs. But you’ll also need to make sure they understand what your team have recommended, so they can move forward confidently. And to do that, you’ll need to understand the subject matter inside out. That’s where Monarch Institute comes in. We don’t just teach you the regulation and theory. You’ll learn how to communicate key concepts to your clients.
Getting started
Looking to kickstart your career in financial services? Check out Monarch’s Advanced Diploma of Paraplanning, the only one of its kind in Australia.
If you’re looking for a pathway to become a financial planner, Our RG146 Professional Series is a great way to start out.
Our XPLAN Training Course is great for getting to know the industry’s favourite planning software in record time. Of course, if you’re not sure which course is for you, you can always get in touch with one of our friendly Course Consultants.
Monarch offers accounting courses for students located in all locations and cities across Australia including Brisbane, Melbourne, Perth, and Sydney.
Sources: lmip.gov.au, Labour Market Insights, financialliteracy.gov.au
