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
- Financial planning
Become a financial adviser
Discover the education and experience requirements and ethical obligations for financial advisers
- Financial planning
Education requirements for existing financial advisers
Information for existing financial advisers regarding education pathways
- Financial planning
Regulations for financial planning
Regulation of SMSF advice, regulation of consumer credit and regulation of tax (financial) advisers
- Financial planning
Financial planning guides and calculators
Guidance notes, guides and calculators designed to assist financial advisers when providing financial services to clients
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.
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.