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.
πŸ”— ASIC – Professional Standards

Experienced Provider Pathway (INFO 281)
Explains how experienced advisers may meet education and professional year standards without further study.
πŸ”— 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.
πŸ“œ 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.
πŸ”— Treasury – Education Standards Factsheet
πŸ”— FAAA – Education Standard Updates

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