In the world of financial planning, paraplanners play a crucial role. They provide the research, analysis, and report writing that supports financial advisors, helping them deliver high-quality advice to their clients. For those interested in this field, an Advanced Diploma of Paraplanning can provide the necessary skills and knowledge. But what exactly is this qualification, and what does it entail?

Paraplanning DiplomaThe Advanced Diploma of Paraplanning, as outlined by [Kaplan Professional](, is a comprehensive qualification designed for individuals seeking a career as a paraplanner. It covers a wide range of topics, including financial planning fundamentals, research, analysis, and product recommendations, and the development of complex financial advice.

This qualification is structured into four subjects:

  • Financial planning fundamentals,
  • Research, analysis, and product recommendations,
  • Presenting, implementing, and assessing the financial plan, and
  • Developing complex (multi-strategy) advice.

This structure ensures that students gain a comprehensive understanding of the financial planning profession and the role of a paraplanner.

The Advanced Diploma of Paraplanning is not just about theoretical knowledge.

It also provides practical skills that are essential in the industry. Students are supported by a simulated financial planning practice, where they can apply their knowledge and skills in a practical setting. This hands-on experience is invaluable in preparing students for their future roles.

One of the key benefits of this qualification is its flexibility. Most students complete this qualification in 12 to 24 months, according to [Monarch Institute]( However, the completion time frame can vary depending on previous education, work experience, time availability, and work rate.

The Advanced Diploma of Paraplanning is a valuable qualification for anyone interested in a career in financial planning. It provides the foundational knowledge and skills required to provide high-quality paraplanning services. Moreover, it opens up opportunities for career advancement, as many financial advisors start their careers as paraplanners.

In conclusion, the Advanced Diploma of Paraplanning is a comprehensive qualification that provides a solid foundation for a career in financial planning. It combines specialist knowledge and practical skills, preparing students for the challenges of the financial planning profession.


  1. [Certificate in Paraplanning – CII](
  2. [Advanced Diploma of Paraplanning – Kaplan Professional](
  3. [Advanced Diploma of Paraplanning – Monarch Institute](

Why Choose Benfield Paraplanning Services?

When it comes to outsourcing paraplanning services, Benfield Paraplanning Services stands out as a premier choice. With over 20 years of experience in the financial planning industry, we have honed our skills and developed a deep understanding of the complexities of financial planning and compliance requirements.

Our team of seasoned paraplanners, each with their unique set of skills and experience, are dedicated to delivering exceptional service. We pride ourselves on our meticulous attention to detail, quick response times, and our commitment to providing tailored solutions to meet our clients’ needs.

At Benfield, we understand the importance of staying updated with the latest financial planning tools and technologies. Our team is adept at using advanced tools like Xplan, including WealthSolver, Risk Researcher, and Xtools+. This ensures that we provide our clients with the most accurate and up-to-date financial advice.

We are 100% Australian owned and operated, offering on-shore paraplanning services. This means that your data is secure, and you have the added advantage of working with a team that understands the local financial landscape.

Choosing Benfield Paraplanning Services means choosing a partner that values your success as much as you do. We work closely with our clients, providing them with the support they need to grow their business and provide exceptional service to their clients.

In conclusion, outsourcing your paraplanning needs to Benfield Paraplanning Services is not just a strategic move, but a step towards ensuring the success and growth of your business.