Key benefits

• Tailored for RG146 Financial Planning
• Free software
• Used by 70% of financial planners

• XPLAN 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. Like Dr Jenny Diggle, who’s just been appointed to ASIC’s Financial Services and Credit Panel.

  Need your full RG146 compliant qual? Want to specialise in one area of advice? Monarch Institute delivers nationally recognised qualifications, taught on your terms. Fit your professional development in to your busy schedule, confident that you’ll be supported by your trainers every step of the way. It’s just one part of our commitment in helping you smash your career goals.

  xPlan is a fully integrated Enterprise Resource Planning (ERP) system for all your booking and business processes. The system is unique in its completeness, flexibility, stability and diversity. With xPlan you will realise an increase in efficiency and at the same time reduce your costs. This is, for example, due to new marketing opportunities, automation of handling and a 360 overview of your company. xPlan is also unique because of the e-commerce possibilities, the applicability for chains and the integration of your departments.

  Benefits

  Thanks to xPlan you have will less work and your customers satisfaction will be higher.

  Automatic

  Automated business processes result in lower operational costs, increased turnover and improved efficiency.

  Insight into processes

  Detailed accounting records and tailor-made reports provide you with extra insight.

  Return On Investment

  The investment in xPlan will pay for itself and increase your profits.

   

  Integration

  xPlan integrates with all levels in your organisation. From Front Desk to accounting, marketing and everything in between.