Monarch Institute
Monarch Institute

Diploma of Financial Planning


Course description



2 yrs

Study mode



Start date


Enrol anytime

  • Get industry certified and be ASIC & RG146 compliant with this Diploma of Financial Planning (FNS50615)
  • Learn to provide both personal & general advice in financial planning & managed investments
  • Complete online assessments in your own time

Course details

Entry requirements


Start dates
Enrol anytime
Self-paced. Complete within 2 years
Study mode
Education institution
Monarch Institute (RTO 22530)
The course price can vary depending on a few factors, including your citizenship or whether you have completed any other courses. To find out more, contact the course provider.
Payment options

Have a question or ready to enrol?

Monarch Institute

Diploma of Financial Planning (FNS50615)

  1. Your enquiry is sent direct to the education institution
  2. We’ll confirm your enquiry has been received
  3. The education institution will respond to your enquiry

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Course content

21 units

  • FNSFPL501 - Comply with financial planning practice ethical and operational guidelines and regulations
  • FNSFPL505 - Review financial plans and provide ongoing service
  • FNSIAD501 - Provide appropriate services
  • FNSFPL506 - Determine client financial requirements and expectations
  • FNSCUS506 - Record and implement client instructions
  • FNSCUS505 - Determine client financial requirements and expectations
  • FNSINC401 - Apply principles of professional practice to work in the financial services industry
  • BSBITU402 - Develop and use complex spreadsheets
  • FNSASICT503 - Provide advice in managed investments
  • FNSASICW503 - Provide advice in securities
  • FNSASICV503 - Provide advice in derivatives
  • FNSFMK502 - Analyse financial
  • FNSFMK503 - Advise clients on financial risk
  • FNSINC501 - Conduct product research to support recommendations
  • FNSFPL502 - Conduct financial
  • FNSFPL503 - Develop and prepare financial plan
  • FNSASICU503 - Provide advice in superannuation
  • FNSASICX503 - Provide advice in life insurance
  • FNSFPL504 - Implement financial plan
  • FNSASICZ503 - Provide advice in financial planning
  • FNSASICM503 - Provide Tier 1 personal advice in life insurance

What you’ll learn

  • The regulatory environment & licensing framework
  • Developing, presenting & implementing financial planning strategies
  • Providing investment advice, strategic & tactical asset allocation
  • Time value of money
  • Superannuation & retirement strategies
  • Determination of life insurance requirements and recommendations

You will also attain RG146 accreditation in:

  • Financial planning advice
  • Securities advice
  • Managed investments advice
  • Derivatives advice
  • Superannuation advice
  • Self-managed superannuation advice (optional)
  • Insurance advice


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

Have a question or ready to enrol?

Monarch Institute

Send an enquiry direct to Monarch Institute (RTO 22530) about the Diploma of Financial Planning (FNS50615).

We’ll confirm your enquiry has been received and the education institution will respond to your enquiry.

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