The Financial Planning Association of Australia The Financial Planning Association of Australia

New education standards a hot topic as FPA Roadshow gathers momentum


Financial planners continue to gather for the 2017 Financial Planning Association of Australia (FPA) National Roadshow, taking place at 33 locations around the country. This week, the Roadshow visits six locations including Brisbane, Sydney and Melbourne – attracting almost 700 registrations for Melbourne alone.

Speaking about the Roadshow so far, Dante De Gori CFP®, FPA CEO, said: “The new education standards continue to be a lively point of discussion with members, and we are answering the questions with what we know so far about the new framework that will commence on July 1.

“Developed by the Financial Adviser Standards and Ethics Authority (FASEA), the new professional and education standards for financial planners will be a turning point in our profession, and an opportunity for us to take our profession’s future in our own hands.

“We look forward to working with the new body on setting the new standards. Once introduced, they will provide assurance to consumers that their financial planner will be highly trained, experienced and subject to an enforceable code of ethics.”

The new education requirements will be introduced from January 1, 2019. New advisers will be required to hold a relevant degree before they are eligible to commence a supervision year and to sit the exam.

“We know education is front of mind for many members. Our national Roadshow is a place to come and ask questions about the forthcoming education standards, or any other area of legislation – we encourage you to register, if you haven’t done already,” said Mr De Gori.

The 2017 FPA Roadshow has also been raising funds for the Future2 Foundation, the philanthropic arm of the FPA. Delegates attending a Roadshow will earn 2 CPD hours.

For more details about which locations the roadshow will visit over the coming weeks, visit www.fpa.com.au/roadshow