Enrolment Application Form FNS50615 Diploma of Financial Planning

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Enrolment Application Form FNS50615 Diploma of Financial Planning Applications may be submitted by EITHER of the following methods: Email: enrol@monarch.edu.au (Preferred option) Post: Monarch Institute Administration: Level 10, 10-16 Queen Street, Melbourne, VIC 3000 To complete your enrolment form: 1. Download and save form to your desktop 2. Open form directly from your desktop NOTE : You must complete this form directly from your desktop saved version (DO NOT complete form within browser) 3. Complete all questions by typing into the spaces provided. 4. Read and sign the declaration at the end of the form by typing your name where indicated. 5. Provide a copy of only one form of ID (eg. driver s licence, passport, birth certificate, medicare card). 6. S ave and email this completed enrolment form plus a copy of your ID to enrol@monarch.edu.au Personal details 1. Enter your full name First given name: Other given names: Family name (surname): 2. Enter your date of birth 3. Gender 4. What is your address? Please provide the physical address (street number and name not post office box): Address: Suburb: State/territory: Postcode: 5. If different to above, then what is your postal address? Postal address: Suburb: State/territory: Postcode: 6. What is your contact information? Email address: Mobile: This course is endorsed by Institute of Public Accountants and wholly delivered by Monarch Institute. 1

Recognition of prior learning 7. Are you applying for any of the following? (If applicable) Recognition of Prior Learning Credit transfer from other courses Schooling If you have never attended school >> Please go to question 13 8. What is your highest completed school level? 9. In what year did you complete that school level? 10. Are you still attending secondary school or senior secondary education? 11. Unique Student Identifier details., I have a Unique Student Identifier which is:, I do not have a Unique Student Identifier and I need information from Monarch Institute to help me get a Unique Student Identifier. Previous qualifications 12. Have you previously studied at Monarch Institute? 14a. Have you successfully completed any of the following in Australia?, specified below Certificate I Certificate II Certificate III or Trade Certificate Certificate IV or Advanced Certificate Other certificate Diploma or Advanced diploma or Bachelor degree or higher degree 14b. Have you successfully completed any of the following Overseas?, specified below Certificate I Certificate II Certificate III or Trade Certificate Certificate IV or Advanced Certificate Other certificate (including certificates or overseas qualifications not listed here) Diploma or Bachelor degree or higher degree Advanced diploma or 2

Employment 14a. Which best describes your current employment status? 14b. If you are employed in some capacity, then what is your occupation? Occupation: Company: Study reason 15. Which best describes your reasons for taking this course? Language and cultural diversity 16. Are you an Australian citizen or permanent resident? 17. In which country were you born? Australia Other (please specify): 18a. Do you speak a language other than English at home? If you speak more than one other language, indicate the one that is the most spoken., English only >> Go to question 19 (please specify): 18b. How well do you speak English? 19. Are you of Aboriginal or Torres Strait Islander origin? Disability 20a. Do you consider yourself to have a disability, impairment, or long-term condition? >> Go to question 21 20b. If so, please indicate any area(s) of disability, impairment, or long-term condition. Please refer to the Disability supplement for an explanation of the following disabilities. http://bit.ly/monarch-disability-supplement-information Hearing Physical Intellectual Learning Mental illness Acquired brain impairment Vision Medical condition Other Please specify (below): If additional space is required, please attach a separate word document with this enrolment form. 3

How you heard about this course 21. How did you hear about this course? Privacy Statement & Student Declaration Privacy tice 1. Your personal information (including the personal information contained on this enrolment form, your training activity data, and unique identifiers such as your Victorian Student Number [VSN] or Commonwealth s Unique Student Identifier [USI]) may be used or disclosed by Monarch Institute for statistical, regulatory and research purposes. Monarch Institute may disclose your personal information for these purposes to third parties, including: Commonwealth and State/Territory government departments and authorised agencies (such as ASQA and the Victorian Department of Education and Training); NCVER; organisations conducting student surveys; and researchers. Other third parties include school (if you are a secondary student undertaking VET, including a school-based apprenticeship or traineeship) or employer (if you are enrolled in training paid by your employer). 2. Under the Data Provision Requirements 2012 Monarch Institute is required to collect personal information and disclose that information to the National Centre for Vocational Education Research Ltd (NCVER). Information is required to be provided in accordance with the Victorian VET Student Statistical Collection Guidelines and Pre-qualified Supplier Policy. Information disclosed to NCVER may be used or disclosed for the purposes of issuing a VET Statement of Attainment or VET Qualification, and populating Authenticated VET Transcripts; facilitating statistics and research relating to education, including surveys; understanding how the VET market operates, for policy, workforce planning and consumer information; and administering VET, including program administration, regulation, monitoring and evaluation. 3. You may receive an NCVER student survey which may be administered by an NCVER employee, agent or third party contractor. You may opt out of the survey at the time of being contacted. NCVER will collect, hold, use and disclose your personal information in accordance with the Privacy Act 1988 (Cth), the VET Data Policy and all NCVER policies and protocols (including those published on NCVER s website at www.ncver.edu.au). Student Declaration 4. I acknowledge that I have been provided a copy of or access to the Monarch Institute policies and procedures in the Student Information Guide (available here: http://www.monarch.edu.au/student-info/) which stipulate my rights and responsibilities and those of Monarch Institute. In particular I have been made aware of the following; Complaints & Appeals, Refunds and fees, Cancellations and withdrawals, Academic Integrity, and Student progression including the extension policy. 5. I acknowledge it is my responsibility to seek clarification for any part of Monarch Institute policies and procedures which I do not understand. 6. I understand that copying the work of another student is considered plagiarism and can result in penalties which include assessment re-submission, additional fees and/or cancellation of my enrolment. 7. I understand that I may be required to undertake a 'competency conversation' and/or additional assessments if this is required by the trainer/assessor. 8. I understand that after I have submitted my enrolment form a Monarch Institute representative will get in touch to confirm my course details prior to my enrolment being finalised. 9. I understand and agree that Monarch Institute reserves the right to refuse or cancel an enrolment if information provided in the Student Enrolment Form is knowingly false or misleading. 10. I have read and understood Monarch Institute s legal (including Privacy Policy) information found on the website at http://www.monarch.edu.au/copyright-legal 11. I declare that, to the best of my knowledge, the information on this form and the supporting evidence supplied by me is true and correct in all regards. 12. Typing my name where indicated constitutes a digital signature. 13. I consent to the collection, use and disclosure of my personal information in accordance with the Privacy tice above. I have read, understood, and agreed with these statements and conditions. Applicant s name: Date: Please type your full name into the space provided. If applicant is under the age of 18 a parent or guardian consent is required Parent / Guardian: Date: Parent / Guardian contact number: Please type your full name into the space provided. 4

Application checklist Before submitting your Student Enrolment Form please ensure: I have completed all questions required of me on the Student Enrolment Form I have read and accepted the terms in the Declaration on the previous page I have provided a copy of one form of suitable identification (e.g., driver s licence, passport, birth certificate, or medicare card) I have completed the payment details below as required Payment I would you like to add RG146 SMSF? (Refer to website for pricing) I would you like to add XPLAN training? (Refer to website for pricing) Total course fee Instructions Are you interested in our payment plan option? te: credit card details are required How will you be making payment? Credit card EFT* If you are paying by credit card: Mastercard Visa Credit card number: Card-holder s name: Expiry: * If you are paying by EFT your course consultant will provide account details once we've commenced the enrolment process. After submitting your enrolment form Monarch Institute will begin to process your enrolment once received. One of our student support officers will contact you via phone to ensure you have received all necessary course information and discuss course suitability. Should you have any questions regarding your enrolment or any of the procedures outlined in the Student Information Guide please don t hesitate to contact the support team at 1300 738 955. 180516 Monarch Institute Pty Ltd ABN 69 150 641 866 is a Registered Training Organization (RTO) 22530. Copyright All Rights Reserved. 5