Financial planning
Become a financial adviser
Discover the education and experience requirements and ethical obligations for financial advisers
- Financial planning
Education requirements for existing financial advisers
Information for existing financial advisers regarding education pathways
- Financial planning
Regulations for financial planning
Regulation of SMSF advice, regulation of consumer credit and regulation of tax (financial) advisers
- Financial planning
Financial planning guides and calculators
Guidance notes, guides and calculators for financial advisers
- Financial planning
Regulated credit activities
Important information for when you or your business engage in credit activities
- Financial reporting
- Financial planning
Accountant's letters
Accountant’s letters, declarations and capacity to repay certificates
- Financial planning
Your obligations under APES 230
APES 230 Financial Planning Services sets out mandatory requirements and guidance for members engaged in the provision of financial planning advice.
Library resources
The following titles are available for members to borrow from the CPA Australia library. You’ll need an online account with us to access these resources.