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RG146 Professional - Foundations of Financial Planning

  • 100% online
  • Self- paced, study when it suits you
  • A great starting point if you’re new to the industry, or further your existing skills

Key benefits

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Duration 2 months
How it works Study online. With a difference.
Price $750
Career opportunities Para-planner Assistant | Call centre adviser | Compliance officer | Middle-office or back-office
Course topics 10 topics
Units Non-accredited | Statement of Completion
Course trainers Industry experts and thought leaders
Pathways Advanced Diploma of Paraplanning
Entry requirements No formal prerequisites | Some equipment needed
Assessments Quizzes
Start date Immediately, or whenever you’re ready.
Get in touch about enrolling

RG146 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 from major Australian Universities.

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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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Upfront $750
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Key Benefits

Pathways to becoming a financial planner

If you’re looking for a pathway to become a financial planner, this short course is a great way to start out.  There are other pathways too such as our Advanced Diploma of Paraplanning which was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.

Build on your existing skills

This course outlines the knowledge and skills areas required to work in a range of roles in the financial services industry and is great if you’re already working in one of these areas and want to further your knowledge.

Course Accreditation

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

Specialisations

Course Assessments

Our sector-leading academics and course trainers have developed a course assessment framework that is uniquely designed to help you gain a deep understanding of the course modules and, importantly, give you real-world insight, knowledge and skills. Assessment formats include:

Career Opportunities

Key opportunities include:

Pathways

If you’re looking for a pathway to become a financial planner, Monarch’s Advanced Diploma of Paraplanning was built to help you develop the skills to take on a challenging role within a practice team. Click here to read more.

Entry requirements

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:

Course Topics

Foundations of Financial Planning

Course Duration

This course is designed to be completed within 2 months. This module forms one part of the four modules in the RG146 Professional Series.

There is no minimum timeframe to complete this course. 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, Zoom, 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.

Course Price

Upfront payment

$750 (total)

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

 

Meet your trainers

Industry experts and thought leaders
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

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