Your FASEA Pathway

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Whether you’re just entering the industry or have been serving your clients for years, there’s no doubt the new education standards are causing a few headaches. That’s why we want to cut through the noise – and legalese – to explain exactly what you need to do, by when, and how you can do it.

Click below to reveal your pathway

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Click on which best represents you

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I am a new entrant

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/2″ css=”.vc_custom_1545133922179{padding-top: 0px !important;padding-right: 0px !important;padding-bottom: 0px !important;padding-left: 0px !important;border-radius: 10px !important;}”][vc_column_text el_class=”existing” css=”.vc_custom_1545133188583{margin-top: 0px !important;}”]

I am an existing adviser

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”back_start”][/vc_column][/vc_row][vc_row el_id=”new”][vc_column][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text el_class=”nu1 new_en”]

I don’t yet have a degree

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I have 3 years+ experience in a related field or a postgrad 

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”back_step2_start”][/vc_column][/vc_row][vc_row el_id=”new_entrant”][vc_column][vc_column_text]

As a new entrant here is what you need to do.

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1. Complete an approved degree, including 24 subjects from January 1, 2019

2. Enter into a professional year in your first 12 months of full-time employment, during which you will undertake CPD across four units: technical competence, client care and practice, regulatory compliance and consumer protection and professionalism and ethics.

3. Complete the FASEA code of ethics by 01/01/2020

4. Complete the FASEA exam by 01/01/21

5. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised Navigating FASEA guidebook here.

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As a new entrant here is what you need to do.

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1. Complete an approved graduate diploma, including 8 subjects from January 1, 2019

2. Enter into a professional year in your first 12 months of full-time employment, during which you will undertake CPD across four units: technical competence, client care and practice, regulatory compliance and consumer protection and professionalism and ethics.

3. Complete the FASEA code of ethics by 01/01/2020

4. Complete the FASEA exam by 01/01/21

5. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised FASEA guidebook here.

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Choose what qualifications you have

[/vc_column_text][/vc_column][/vc_row][vc_row el_id=”exist_ad”][vc_column][vc_row_inner][vc_column_inner width=”1/2″][vc_column_text el_class=”degree_tab”]

I do have a degree

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I don’t have a degree

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”back1″][/vc_column][/vc_row][vc_row el_id=”fourbox”][vc_column width=”1/4″][vc_column_text el_class=”box1″]

I HAVE AN ADVANCED DIPLOMA OF FINANCIAL PLANNING

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I HAVE A CFP OR A FCHFP (I have completed course work to attain)

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I HAVE BOTH OF THESE

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I HAVE NEITHER OF THESE

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As an adviser without a degree, here’s what you have to do.

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1. Complete an approved qualification by 01/01/24, with potential for recognition of prior learning (RPL)

2. Complete the FASEA exam by 01/01/21

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

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As an adviser without a degree, here’s what you have to do.

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1. Complete an approved qualification by 01/01/24, with potential for recognition of prior learning (RPL)

2. Complete the FASEA exam by 01/01/21

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised Navigating FASEA guidebook here.

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As an adviser without a degree, here’s what you have to do.

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1. Complete an approved qualification by 01/01/24, with potential for recognition of prior learning (RPL)

2. Complete the FASEA exam by 01/01/21

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised Navigating FASEA guidebook here.

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As an adviser without a degree, here’s what you have to do.

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1. Complete an approved qualification by 01/01/24, with potential for recognition of prior learning (RPL)

2. Complete the FASEA exam by 01/01/21

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised FASEA guidebook here.

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As an adviser without a degree, here’s what you have to do.

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1. Complete an approved qualification by 01/01/24, with potential for recognition of prior learning (RPL)

2. Complete the FASEA exam by 01/01/21

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised Navigating FASEA guidebook here.

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  Is your degree on the FASEA approved list?Check hereand select your option below

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My degree was on the list

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My degree was not on the list

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”back3″][/vc_column][/vc_row][vc_row el_id=”onlist”][vc_column][vc_column_text el_class=”take”]

As an adviser with a relevant degree, here is what you have to do.

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1. Complete the FASEA Code of Ethics by 01/01/24

2. Complete the FASEA exam by 01/01/21

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

[/vc_column_text]

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I HAVE A BACHELOR’S DEGREE IN THESE FIELDS*THESE SUBJECTS ARE FINANCIAL PLANNING, INVESTMENTS, ACCOUNTING, TAXATION/TAX LAW (AS DEFINED BY THE TAX PRACTITIONERS BOARD (TPB)), FINANCE LAW, FINANCE, BUSINESS LAW OR COMMERCIAL LAW (AS DEFINED BY THE TPB), ESTATE LAW, BANKING AND ECONOMICS

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text el_class=”none”]

I DON’T HAVE A BACHELOR’S DEGREE IN THESE SUBJECTS

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”back5″][/vc_column][/vc_row][vc_row el_id=”b_degree”][vc_column][vc_row_inner][vc_column_inner width=”1/3″][vc_column_text el_class=”advance”]

I HAVE AN ADVANCED DIPLOMA OF FINANCIAL PLANNINGTHIS INCLUDES THE HISTORICAL EIGHT-COURSE DIPLOMA OF FINANCIAL PLANNING (DFP 1-8)

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text el_class=”cfp”]

I HAVE A CFP OR FCHFP (I have completed course work to attain)

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″][vc_column_text el_class=”neither”]

I HAVE NEITHER OF THESE

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”back9″][/vc_column][/vc_row][vc_row el_id=”cfp”][vc_column][vc_column_text]

Click as many of the qualifications you have

[/vc_column_text][vc_row_inner][vc_column_inner width=”1/4″][vc_column_text el_class=”cfp_1″]

I HAVE AN ADVANCED DIPLOMA OF FINANCIAL PLANNINGI have an advanced diploma of financial planning

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text el_class=”cfp_2″]

I HAVE A CFP OR FCHFP (I have completed course work to attain)

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text el_class=”cfp_3″]

I HAVE A DEGREE THAT HAS 4-7 UNITS IN RELEVANT SUBJECTS*THESE SUBJECTS ARE FINANCIAL PLANNING, INVESTMENTS, ACCOUNTING, TAXATION/TAX LAW (AS DEFINED BY THE TAX PRACTITIONERS BOARD (TPB)), FINANCE LAW, FINANCE, BUSINESS LAW OR COMMERCIAL LAW (AS DEFINED BY THE TPB), ESTATE LAW, BANKING AND ECONOMICS

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text el_class=”cfp_4″]

I DON’T HAVE ANY OF THESE

[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”back10″][vc_btn title=”Proceed” style=”classic” color=”blue” align=”center” el_class=”proceed”][/vc_column][/vc_row][vc_row el_id=”graduate”][vc_column][vc_column_text]

With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete a bridging course comprising of 1 subject by 01/01/24: Corporations Act, with an emphasis on chapter 7, The FASEA Code of Ethics,  Behavioural Finance: Client and Consumer Behaviour and Engagement and Decision-Making

2. Complete the FASEA exam by 01/01/21

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised Navigating FASEA guidebook here.

[/vc_column_text]

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With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete a bridging course comprising of 4 units by 01/01/24

2. Complete the FASEA exam by 01/01/21

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised Navigating FASEA guidebook here.

[/vc_column_text]

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With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete the FASEA Code of Ethics by 01/01/24

2. Complete the FASEA exam by 01/01/21 

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised FASEA guidebook here.

[/vc_column_text]

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With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete an approved graduate diploma by 01/01/24, recognition of prior learning potential

2. Complete the FASEA exam by 01/01/21 

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

[/vc_column_text]

[vc_raw_html]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[/vc_raw_html][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”back8″][/vc_column][/vc_row][vc_row el_id=”f_planning”][vc_column][vc_column_text]

With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete an approved graduate diploma by 01/01/24, recognition of prior learning potential

2. Complete the FASEA exam by 01/01/21 

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

[/vc_column_text]

[vc_raw_html]JTNDY2VudGVyJTIwY2xhc3MlM0QlMjJ0ZXJtJTIyJTNFJTBBJTNDcCUzRVNpbXBseSUyMGVudGVyJTIweW91ciUyMGVtYWlsJTIwYWRkcmVzcyUyMHRvJTIwc3Vic2NyaWJlJTIwdG8lMjBvdXIlMjBmcmVlJTIwZU5ld3NsZXR0ZXIlM0MlMkZwJTNFJTBBJTNDcCUzRVJlYWQlMjBObyUyME1vcmUlMjBQcmFjdGljZSUyMEVkdWNhdGlvbiUyN3MlMjAlM0NhJTIwaHJlZiUzRCUyMmh0dHBzJTNBJTJGJTJGbm9tb3JlcHJhY3RpY2UuY29tLmF1JTJGcHJpdmFjeS1wb2xpY3klMjIlMjBzdHlsZSUzRCUyMmNvbG9yJTNBJTIzZmQ5OTY5JTNCJTIyJTNFUHJpdmFjeSUyMFBvbGljeSUzQyUyRmElM0UlMjBhbmQlMjAlM0NhJTIwaHJlZiUzRCUyMmh0dHBzJTNBJTJGJTJGbm9tb3JlcHJhY3RpY2UuY29tLmF1JTJGdGVybXMlMjIlMjBzdHlsZSUzRCUyMmNvbG9yJTNBJTIzZmQ5OTY5JTNCJTIyJTNFVGVybXMlMjBhbmQlMjBDb25kaXRpb25zLiUzQyUyRmElM0UlM0MlMkZwJTNFJTBBJTA5JTA5JTA5JTA5JTNDJTJGY2VudGVyJTNF[/vc_raw_html][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”back_f_planning”][/vc_column][/vc_row][vc_row el_id=”i_cfp”][vc_column][vc_column_text]

With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete an approved graduate diploma by 01/01/24, recognition of prior learning potential

2. Complete the FASEA exam by 01/01/21 

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

[/vc_column_text]

[vc_raw_html]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[/vc_raw_html][/vc_column_inner][/vc_row_inner][vc_btn title=”Back” style=”classic” color=”blue” align=”left” el_class=”i_cfp”][/vc_column][/vc_row][vc_row el_id=”degree”][vc_column][vc_column_text]

With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete an approved graduate diploma by 01/01/24, recognition of prior learning potential

2. Complete the FASEA exam by 01/01/21 

3. Undertake annual CPD from 01/01/19.

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

[/vc_column_text]

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With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete an approved graduate diploma by 01/01/24, recognition of prior learning potential

2. Complete the FASEA exam by 01/01/21 

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

[/vc_column_text]

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With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete an approved graduate diploma by 01/01/24, recognition of prior learning potential

2. Complete the FASEA exam by 01/01/21  

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

[/vc_column_text]

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With the qualifications you have, here’s what you have to do.

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1. Complete an approved graduate diploma by 01/01/24, recognition of prior learning potential

2. Complete the FASEA exam by 01/01/21 

3. Undertake annual CPD from 01/01/19

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

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With the qualifications you have, here’s what you have to do.

[/vc_column_text][vc_row_inner el_class=”text”][vc_column_inner][vc_column_text]

1. Complete an approved graduate diploma by 01/01/24, recognition of prior learning potential

2. Complete the FASEA exam by 01/01/21 

3. Undertake annual CPD from 01/01/19.

For more information on how you can prepare, including tips on how to get totally FASEA-ready, download your personalised  FASEA guidebook here.

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