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Understanding Adviser Education Requirements & Pathways

Stay up to date with qualification and education standards pathways. Education is a core part of your Adviser Status Badge. To help you understand what is required and how to stay compliant, here are some trusted resources:

 

ASIC Professional Standards
Guidance on qualification requirements, the Financial Adviser Exam, the professional year, and ongoing CPD.
🔗 ASIC – Professional Standards

Experienced Provider Pathway (INFO 281)
Explains how experienced advisers may meet education and professional year standards without further study.
🔗 ASIC – Experienced Provider Pathway

Official Legislation
The Corporations (Relevant Providers Degrees, Qualifications and Courses) Standard 2021 sets out the current education and qualification requirements for financial advisers in Australia.
📜 Read the legislation on legislation.gov.au

Within the legislation:

  • Part 2 covers approved, relevant, and non-relevant degrees, as well as bridging courses.

  • Part 3 outlines recognition of prior learning (RPL).

Upcoming Education Reforms
From 1 January 2026, advisers must meet the government’s updated qualification standards or qualify through the Experienced Provider Pathway.
🔗 Treasury – Education Standards Factsheet
🔗 FAAA – Education Standard Updates

RG 146 Training Standard
Sets the minimum training standard for providing financial product advice.
🔗 RG 146 Overview