A mandatory element of the standard APS 12 is that you must advise CPA Australia of your AFS licensee name and number. To assist in this process we have set up an online form for members.
To access the link, you will need to follow the steps:
- Log in to your member record
- Click on update member profile
- Scroll down the page to the heading licenses
- Within the licenses dialogue box, select if you are an Authorised Representative or a holder of a Financial Services License by clicking on the relevant heading
- Check the agreement tick box at the bottom of the screen and then click submit.
This will then take you into a new screen, where you will be able to update your financial planning license details.