Monarch Institute
Monarch Institute
4.5
*Combined student rating of this institution's courses
529
410
33
22
10
(From 44 student reviews)
See all course reviews for this institution

Advanced Diploma of Financial Planning

FNS60415

Course description

Duration

duration

2 yrs

Study mode

studyMode

Online

Next start date

date

Enrol anytime

  • Further your career in the financial services industry with this Advanced Diploma of Financial Planning (FNS60415)
  • Get certified as a Tax (Financial) Adviser by adding one module
  • Enjoy the flexibility to study when & where it suits you

Campus options

1 campus available

CampusStudy modeDurationNext start date
Online

Online (self paced)

2 yrs

Enrol anytime

Course details

Entry requirements

Diploma of Financial Planning (FNS50615)

Location
Online
Next start date
Enrol anytime
Duration
2 yrs
Study mode
Online
Education institution
Monarch Institute (RTO 22530)
Price
The course price can vary depending on a few factors. To find out more, contact the course provider.
Payment options

Course content

  • FNSFPL508 - Conduct complex financial planning research
  • FNSFPL602 - Determine client requirements and expectations for clients with complex needs
  • FNSFMK502 - Analyse financial market products for client
  • FNSFMK503 - Advise clients on financial risk
  • FNSCUS506 - Record and implement client instructions
  • FNSASICR503 - Provide advice in margin lending
  • FNSINC501 - Conduct product research to support recommendations
  • FNSIAD501 - Provide appropriate services, advice and products to clients
  • FNSCUS505 - Determine client requirements and expectations
  • FNSFPL604 - Develop complex and innovative financial planning strategies
  • FNSFPL605 - Present and negotiate complex and innovative financial plans
  • FNSFPL601 - Provide technical and professional guidance
  • FNSFPL603 - Provide comprehensive monitoring and ongoing service
  • FNSFPL606 - Implement complex and innovative financial plan
  • FNSPRM601 - Establish, supervise and monitor practice systems to conform with legislation and regulations

Student reviews of Banking and Financial Services courses

Student reviews of Monarch Institute courses
17
Student review published August 2018
CourseAdvanced Diploma of Financial Planning
Completion date2016
Study modeOnline
It was great
Response from Monarch Institute
Hey thanks for your review! Congrats on completing your qual! Cheers, the Monarch team.
Student review published July 2018
Completion date2017
Study modeOnline
Easy to do and easy instructions when it came to the assignments. It’s well worth the money and is competitive in price.
Response from Monarch Institute
Thanks for your feedback! It's great to hear that you enjoyed the course, and yes Monarch is competitively priced! Good luck in the future. Cheers, the Monarch team.
Student review published July 2018
Completion date2018
Study modeOnline
Very relevant to the real world. Good value for money. Would recommend.
Response from Monarch Institute
Fantastic to hear! great work in completing your course and good luck in your next step! Cheers, the Monarch team.
Student review published July 2018
Completion date2018
Study modeOnline
Good. Easy to study and learn. Didn’t transfer well over to university and was kind of a waste if you want a bachelor of finance. Good transfer for a straight business degree
Response from Monarch Institute
Hey there, thanks for the feedback. We're glad to hear you enjoyed the course and will definitely pass on your feedback about the course transition. Cheers, the team at Monarch Institute.
Student review published May 2018
Completion date2018
Study modeOnline
Course was very flexible and easy to navigate. Some questions in the assignments were unclear. The estate planning module can be better in terms of case studies
Response from Monarch Institute
Great to hear your feedback, which we'll pass on to the course development team. Congrats on completing your qualification and good luck in the future! cheers, the team at Monarch Institute.
Student review published May 2018
Completion dateN/A
Study modeOnline
Very flexible and a great balance between theory and practice. I highly recommend this course. The support was prompt.
Response from Monarch Institute
Great to hear you found the course relevant. We spend so much time ensuring our material is right for the industry that you're about to work in, and the trainers work hard to help guide you. Thanks for your feedback! Cheers, the team at Monarch Institute.
Student review published August 2018
Completion date2017
Study modeOnline
It gave foundation to my financial planning career and help me land in a job which I wanted to get into.
Response from Monarch Institute
Well done on completing your qualification! Great effort in landing your job, and getting yourself set up for a career in the financial planning industry. Cheers, the team at Monarch Institute.
Student review published August 2018
Completion date2017
Study modeOnline
The course covered all of the relevant fields in finance and was really helpful at giving a view of the whole industry and all that is required for providing appropriate advice. It also aided me In building confidence within my department of finance.
Response from Monarch Institute
Thanks for such amazing feedback! We will definitely pass on your feedback to our trainers and that'll make their day :). Congrats on completing your course and good luck in the future. The team at Monarch Institute.
Student review published July 2018
Completion date2017
Study modeOnline
Useful materials, relevant and practical, enjoyed studying through Monarch education. Interactions with staff was positive.
Response from Monarch Institute
Thanks for your feedbacK! we are so pleased you felt supported and enjoyed your online study experience with us. Good luck on your next big thing!
Student review published July 2018
Completion date2015
Study modeOnline
It was easy to understand & the whole process was easy. After working in the industry & comparing the course to some other providers, it may have been somewhat too easy compared to other provides (e.g. Kaplan) so wasn't completely ready for all aspects of Fin Planning from the get go - needed some more practical work in the course.
Response from Monarch Institute
Thanks for your review! It's so important to compare education providers before you set off - it's a huge decision to study! We're glad you found Monarch's processes and course content relevant and straightforward. Good luck in your job in the future. Cheers, the Monarch Institute team.
View all reviews for Banking and Financial Services from this institution
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What you’ll learn

  • Advanced investments and margin lending
  • Estate planning
  • Taxation strategies
  • Social security strategies
  • Preparing statements of advice
  • Comprehensive client scenarios

Career insights

Explore roles related to this qualification

Recognition

Nationally recognised - meets Australian Qualifications Framework standards.

Nationally Recognised TrainingAustralian Qualifications Framework
Nationally Recognised Qualification

Support and delivery

When you study online with Monarch Institute, you can:

  • Get comprehensive support from industry trainers via email and phone during extensive support hours
  • Complete online course assessments
  • Interact with trainers and fellow students via online platforms and webinars

Find out more about this course


Monarch Institute

Advanced Diploma of Financial Planning

Submit an enquiry direct to Monarch Institute.