A career in providing financial planning advice is an exciting one – it’s a dynamic sector that gives you the opportunity to utilise your trusted skills as a CPA as you provide quality advice to the public.
We’ve introduced financial planning subjects to provide you with background knowledge and to assist you to embark on a career in financial planning, with an Australian context, as you complete the CPA Program. Since the financial planning sector is highly regulated, if you want a career in this area, you’ll have to meet all the education and licensing requirements.
Important: From 1 January 2019, the Corporations Amendment (Professional Standards of Financial Advisers) Act 2017 will require new financial advisers to complete a bachelor or higher degree, or equivalent qualification, as approved by Financial Adviser Standards and Ethics Authority. The new framework is still being established, however CPA Australia will continue to monitor its development. For further information, refer to professional standards.
These subjects assist candidates in developing a comprehensive understanding of the important roles of a financial adviser and provide foundation knowledge.
The exam will be open book and will comprise both multiple choice questions and written response. The exams for Financial Planning Fundamentals, Superannuation Retirement Planning, and Investment Strategies will be held on two fixed dates. Candidates must be available to attend an exam on the fixed dates and prepared to travel to a computer-based exam centre.
The following study materials will be provided:
A digital study guide, available from enrolment, with extra features like embedded video to enhance your learning.
Access to Knowledge Checks and the Ask an Expert forum in My Online Learning.
A printed study guide will be provided at the start of semester.
You can enrol online via My CPA Program.
Enrolments for Semester 1 2018 are open from the advertised date.
Candidates are reminded that prior learning in Australian taxation is strongly recommended before enrolling.
Copyright 1997-2017 CPA Australia Ltd