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Life insurance and risk management education.
For the real world.

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RG146 Compliant Life Insurance & Risk Management

Partial completion of FNS50615

  • Get ready to provide effective insurance advice
  • Become RG146 compliant
  • Fit your study around your current work commitments

Key benefits

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Duration Up to one year
How it works Study online. With a difference.
Price $1,050
Career opportunities Life insurance adviser | Risk management adviser
Course topics Two modules
Units Nine units | Nationally recognised
Course trainers Industry experts and thought leaders
Pathways FNS50615 Diploma of Financial Planning
Entry requirements No formal prerequisites | RPL available | Some equipment needed
Assessments Multiple small assessments | No exams
Start date Immediately, or whenever you’re ready.
Get in touch about enrolling

Financial planning 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. Like Dr Jenny Diggle, who’s just been appointed to ASIC’s Financial Services and Credit Panel.

Need your full RG146 compliant qual? Want to specialise in one area of advice? Monarch Institute delivers nationally recognised qualifications, taught on your terms. Fit your professional development in to your busy schedule, confident that you’ll be supported by your trainers every step of the way. It’s just one part of our commitment in helping you smash your career goals.

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The Trainer is very helpful and supportive:
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Monarch Institute is the perfect...
Monarch Institute is the perfect place for undertaking courses especially for people who are working...
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I have recently completed my Tax Agent Certification course at Monarch Institute and I would like to...
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Monarch trainers have been so supportive and approachable. The modules and assessments are very well...
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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...
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Key Benefits

Nationally recognised

The units that make up this course are recognised all around Australia. You may be able to use them as part of a pathway to higher education at institutions.

ASIC + RG146 compliant

This course meets the regulatory requirements . These outline the knowledge and skills areas required to deliver both general and personal (Tier 1) financial advice under an Australian Financial Services Licence (AFSL). This course has been approved by ASIC authorised assessors.

Diploma of Financial Planning

This course can also be completed as part of our FNS50615 Diploma of Financial Planning.

Course Accreditation

In total, you need to complete nine nationally recognised units of competency to be awarded the RG146 Compliant Life Insurance & Risk Management course. The units of competency in this course are nationally recognised under the Australian Qualifications Framework (AQF).

Module 1

Foundations of Financial Planning

Module 2

Insurance and Risk Management

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

Life insurance and risk management is an area within the financial services industry that’s changing rapidly. With hundreds of thousands of different insurance products out there, and insurers regularly hitting the headlines, there’s never been a greater need for effective insurance advice.

Key opportunities include:

Insurance advisers work in a variety of different settings. In addition to insurance companies, you could find yourself working at banks, accounting and financial planning practices, insurance comparison platforms and more.

 

Pathways

Upon completion of the course, you will have achieved 50% of the course requirements to complete your Diploma of Financial Planning. You can apply to study the Diploma with Monarch Institute and receive credit for the units you’ve already done. From the Diploma, you may be able to move on to other higher level qualifications.

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 possibly 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

Foundations of Financial Planning

Module 2

Insurance and risk management

Course Duration

Is there a maximum course completion time?

Yes; one year for the whole course. You must complete each module within six months.

Is there a minimum course completion time?

No. Except for some government funded students, students can complete the qualification as quickly as they choose.

What is the average course completion time-frame?

Students who are highly motivated and well organised can often complete the full course in nine months. The key factors that influence course completion are a student’s experience, time availability and work rate.

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

Upfront payment

$1,050 (total)

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

Meet your trainers

Industry experts and thought leaders
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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