Financial planning

Changes to professional standards of financial advisers

A professional standards regime for all financial advisers commenced on 1 January 2019. The Financial Adviser Standards and Ethics Authority (FASEA) is responsible for developing new education and experience requirements, as well as setting the Code of Ethics.

Changes to professional standards for financial advisors under the Corporations Amendment (Professional Standards of Financial Advisers) Act 2017

Your obligations under APES 230

APES 230 Financial Planning Services sets out mandatory requirements and guidance for members engaged in the provision of financial planning advice.

Read the standard

Library resources

The following titles are available for members to borrow from the CPA Australia library. You’ll need an online account with us to access these resources.