Welcome to Stepping Stone Financial Institute

Stepping Stone Financial Institute offers you the fast track to gaining recognized accreditation and a rewarding career in Financial Planning which will strengthen your resume as a finance professional. With the recent proven strength of the Australian financial industry this accreditation will provide you with enhanced employment opportunities in many countries throughout the world who recognize Australian tertiary education. By gaining accreditation in RG 146 Diploma of Financial Services (Financial Planning), you have the key that unlocks the opportunities of this rapidly expanding industry. Stepping Stone Financial Institute facilitates a Diploma course tailored for people who are currently employed and cannot follow traditional methods of study and accreditation. The course is completed on a self-study basis without the requirement of attending classes in person. Examinations are conducted online and expert teachers are available during business hours to assist you with your study.

How long does it take?

The course can be completed in as little as 12 weeks. Course completion depends upon how much spare time you have as well as the successful completion of all online examinations and a demonstrated understanding and comprehension of the course material which will be tested in a final one-on-one interview at the end of your study. Following your study period, you may be offered employment with one of our financial partners on a salary package ranging between 40,000 180,000 pesos per month.

What are the benefits of the RG 146 Diploma?

You will gain a working knowledge of the Australian financial planning framework and regulations which will provide you with additional skills and access to parts of the finance industry that were previously unreachable to you. In addition, Stepping Stone offers the course as part of an end to end training, development and recruitment process and will be providing support and assistance with course materials, work experience, product training, up-skill seminars and opportunities for continued career mobility.

What will I learn?

The course is divided into 3 modules covering the following topics: Foundations of Financial Planning

Insurance and Risk Protection Superannuation

Each module will explore specific subject matter related to the Australian financial system. There are online examinations held during your study upon the completion of each module. Examinations are open-book and you may refer to your course materials during the exam. If you do not pass one exam, you can re-sit it one more time before you must re-enroll in the course.

What will I earn?

Due to the continuous growth in the Australian economy and having not technically undergone a recession unlike the U.S and Europe, there has been an increase in demand in the financial services industry for qualified financial professionals with Australian qualifications. As an example an entry level Financial Advisor can expect a yearly Australian salary of $60,000 or approximately Php. 200,000 per month. In other countries this figure will depend on local salary levels specific to that region.

How much does it cost?

Full course payment options are detailed on the next page

Course Payment Options

Are there any conditions?

Refunds No refunds are available as the course is pre-paid in Australia on behalf of the students, however if genuine, justified circumstances result in you being unable to complete the course, Stepping Stone will, at its discretion, waive any outstanding course costs or agree upon a reduced outstanding balance or payment plan. Success Payments Once you are successfully employed your monthly Php 3,000 contribution to Stepping Stone ceases and 5% of your net monthly salary is remitted to Stepping Stone in place of your previous Php 3,000 monthly payment. Payment Methods All payments are accepted either through cash, check or direct bank deposit. In the case of bank deposit, send a scanned copy of the deposit slip via email to redteam@steppingstonefi.com.ph to confirm payment. For bank payment, please deposit to the following account: Banco De Oro Branch: Ayala Triangle Account Number: 3600 153 298 Account Name: Stepping Stone Financial Institute Incorporated