Monarch offers accounting courses for students located in all locations and cities across Australia including Brisbane, Melbourne, Perth, and Sydney.įor more information on pathways to university courses, check out Monarch’s pathways into the University of New England (AU)’s Financial planning programs. Of course, if you’re not sure which course is for you, you can always get in touch with one of our friendly Course Consultants. And our XPLAN Training Course is great for getting to know the industry’s favourite planning software in record time. Looking to kickstart your career in financial services? Check out Monarch’s Advanced Diploma of Paraplanning, the only one of its kind in Australia.Īlready working in advice or accounting? The Tax (Financial) Adviser Course is designed to get you accredited to give tax advice. You’ll learn how to communicate key concepts to your clients. We don’t just teach you the regulation and theory. And to do that, you’ll need to understand the subject matter inside out. But you’ll also need to make sure they understand what your team have recommended, so they can move forward confidently. As a paraplanner, you’ll have a responsibility for ensuring your clients have a plan in place that meets their needs. Long story short, there’s never been a greater need for quality financial advice and paraplaning services. 11% have recently lost money they couldn’t afford to lose on an investment. Nearly a quarter wouldn’t be able to cover (or don’t know how they’d cover) three months’ living expenses if they lost their income. Bridging the gap for your clientsĪccording to research done on behalf of ASIC, less than 40% of Aussie adults understand basic investment principles like risk/return and diversification. What are the different types of data feeds AdviserLogic supports many different types of data feeds: EPI, a standard data feed format offered by many providers. You need to graduate ready to meet those needs. Client expectations and needs are evolving. For example, around 70% of advice practices in Australia use XPLAN, including many of the major banks. More and more practices are using software to manage each part of the client advice journey. There’s a trend towards online advice it’s more accessible and affordable for lots of clients. Technology is changing the way clients get advice. The financial services industry is in the midst of a revolution. It’s quietly transforming the futures of millions of Australians. The financial services industry is an exciting, fast-changing industry.
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