Organisations collaborate to help advice professionals meet deadline
AccountantsIQ, Deakin University and the SMSF Association may have the education solution for advice professionals before Financial Adviser Register 2025 deadline.
With advice professionals facing a 31 December 2025 deadline to remain on the Financial Adviser Register (FAR), AccountantsIQ, the Self Managed Super Fund Association (SMSF Association) and Deakin University have come together to provide a practical, cost effective and time efficient solution.
The organisations are delivering 2 courses, listed as approved units towards meeting the legislated requirements:
- Ethics for Financial Services (Intensive) via Deakin University; and
- SMSF Specialist Advisor Program via the SMSF Association.
In response to market feedback, Bronny Speed, known for her advocacy and thought leadership expertise, believes this is a great new initiative to help accountants and financial advisers fast-track their outstanding mandatory education requirements.
Together, the courses offer up to 77 CPD hours and are delivered online. Bundled pricing lowers costs, and an added bonus is that Associate Membership of the SMSF Association is available to those new participants who complete their course.
Off the back of the success of the AccountantsIQ Cram 4 Exam programs to assist practitioners pass the FASEA exam (as it was previously known), Bronny Speed will lead the Deakin University Ethics for Financial Services (Intensive course). “Given Ethics is a Compulsory Bridging Unit and many still need to complete it, by offering this subject in a practical, structured and intensive format, many advice professionals will benefit.” said Bronny Speed.
The SMSF Specialist Advisor Program is also a very sought after program, particularly for those requiring an additional accredited subject along with the Ethics course.
“The SMSF Association’s SMSF Specialist Advisor program (SSA) remains the pinnacle of specialist SMSF education within the sector, and completion of this course has been recognised as a credit towards meeting these mandatory education requirements,” said Peter Burgess, CEO of the SMSF Association.
AccountantsIQ is well acquainted with industry education and regulatory requirements, having spent a decade supporting accountants who practice under an AFSL and having been engaged as the Leader of Financial Advice by Chartered Accountants ANZ for over 5 years.
“A key takeaway from the FASEA exam is, do not wait until the last minute. This is a practical and time effective solution for advice professionals to remain on the FAR by meeting the ASIC educational requirements well before the 31 December 2025 deadline,” says Bronny Speed.
The Deakin University Ethics for Financial Services (Intensive) course will be offered over four half days during November 2024. Enrolments close on Monday 21 October 2024.
The SMSF Association’s SMSF Specialist Advisor Program is a self-paced 12-week online program.
For full course details, bundled packages and to enrol, visit the SMSF Association website or click here.
