Monarch Institute
Diploma of Financial Planning
Nationally Recognised Vocational Education and Training (VET)The Diploma of Financial Planning FNS50615 teaches you the foundations of financial planning and delivers the practical skills you need to provide personal advice about life insurance, superannuation and retirement planning, managed investments, and securities. There are no pre-requisites for this nationally recognised qualification, why not enquire now for the full list of modules and funding eligibility.
NOTE: The Diploma is RG146 compliant and only requires an optional module for full RG146 SMSF Accreditation.
Delivery mode
Monarch Institute offers this course through the following delivery modes:
Online
Set your own study schedule and balance study with your other commitments.
Entry requirements
Domestic Students
- There are no mandated entry requirements.
Course fees
- VIC Subsidised Training This training may be subsidised by the VIC Government for eligible individuals. Places are limited.
You can choose to pay for your qualification through an up-front payment or by setting up an installment plan, where your course fees are split across regular weekly or fortnightly payments.
Career opportunities
The Diploma of Financial Planning will prepare you for the following roles.
Financial Advisor
A Financial Advisor develops strategies to help clients reach their financial goals. You might work with individual clients, small businesses or la...
Paraplanner
A Paraplanner performs a range of duties at a financial planning practice. You might assist colleagues with gathering information and collecting pa...
Client Services Officer
A Client Services Officer provides support and assistance to clients, ensuring their needs are met and enhancing their overall experience. You migh...
Financial Services Administrator
Their responsibilities typically include processing financial transactions, maintaining accurate client records, handling correspondence, preparing...
Insurance Broker
An Insurance Broker arranges insurance policies for clients. You’ll discuss available policy options and assist clients to decide which type of ins...
About Monarch Institute
Discover the world of education with Monarch Institute – a dynamic, family-owned registered training organisation, renowned for its excellence. We offer a diverse selection of over 50 courses, designed in collaboration with leading academics and industry experts and have helped over 35,000 students graduate.
Our team of dedicated trainers is committed to supporting and guiding you through your qualification, ensuring your success. With flexible study options that fit seamlessly into your work and family life, you can start your journey now or choose a later time that suits you best.
