Your FASEA Pathway

  • Experience
  • Qualifications
  • Pathway
  • Tips

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

Click on which best represents you

I am a new entrant

I am an existing adviser

I don’t yet have a degree

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

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

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.

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

I do have a degree

I don’t have a degree

I HAVE AN ADVANCED DIPLOMA OF FINANCIAL PLANNING
I HAVE A CFP OR A FCHFP (I have completed course work to attain)
I HAVE BOTH OF THESE
I HAVE NEITHER OF THESE

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

My degree was on the list

My degree was not on the list

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

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.

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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
I DON’T HAVE A BACHELOR’S DEGREE IN THESE SUBJECTS
I HAVE AN ADVANCED DIPLOMA OF FINANCIAL PLANNINGTHIS INCLUDES THE HISTORICAL EIGHT-COURSE DIPLOMA OF FINANCIAL PLANNING (DFP 1-8)
I HAVE A CFP OR FCHFP (I have completed course work to attain)
I HAVE NEITHER OF THESE

Click as many of the qualifications you have

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

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

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

I DON’T HAVE ANY OF THESE

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

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.

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Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.

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

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.

Simply enter your email address to subscribe to our free eNewsletter

Read No More Practice Education's Privacy Policy and Terms and Conditions.