CPA Australia has added new financial planning subjects to its CPA program, which, once completed, put accountants at the RG146 level of knowledge.
According to the CPA Australia website, the new course, known as Financial Planning Fundamentals, is for those looking to offer financial planning services as well as achieve CPA status.
“That’s why we’re introducing four new financial planning subjects; to provide you with the ability to meet the knowledge requirements as set by ASIC in RG146 and make progress towards a career in financial planning as you complete the CPA program,” the website states.
Those four subjects include financial planning fundamentals, superannuation and retirement planning, investment strategies, and personal risk management and financial plan construct.
The exam will be “open book” and will compromise multiple choice questions and written response. The exam will also be held on a fixed date, and candidates must be available to attend, the website states.
The new course comes after CPA Australia launched its financial advice business, CPA Australia Advice, in July 2016.
ifa later reported that chief executive Alex Malley was confident in the progression of the licensee, despite having only 11 advisers currently listed as authorised representatives at the time.
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 19 Jun 2018Consultant calls for ‘restricted’ product adviceBy Tim Stewart
- 19 Jun 2018Fitzpatricks Group names three new execsBy Reporter
- 19 Jun 2018Former NAB, ASIC exec approaches Dover advisersBy Aleks Vickovich
- 19 Jun 2018CBA blocks access to Dover advisersBy Aleks Vickovich
- 19 Jun 2018ANZ launches adviser wellness portalBy Reporter
- 18 Jun 2018IOOF Alliances launches service for self-licensed advisersBy Reporter
- view all