1. 1 www.integrity.edu.au

2.  Specialise in Financial Services Courses / Qualification  CAREER as a Financial Adviser / Planner (interchangeable)  Diploma of Financial Planning  Advanced Diploma of Financial Planning Integrity Education Group 2

3.  Regulatory Guide 146: Licensing: Training of financial product advisers  RG146 = Knowledge + Skills in ASIC Specialist Knowledge areas  Foundation Qualification - Diploma of Financial Planning  Advanced Diploma of Financial Planning (Dip FP Pre-req) (CURRENT) Education Standards of Financial Advisers 3

4. From 1 st July 2017  DEGREE QUALIFIED…  PASS a National Standardised EXAM…  PROFESSIONAL YEAR (New Advisers – from 1 st July 2017). (PROPOSED) Education Standards of Financial Advisers 4

5.  Attain DEGREE – have until 30 th June 2019  PASS a National Standardised EXAM…  PROFESSIONAL YEAR – NOT Required EXISTING Advisers… on or BEFORE 30 th June 2017 5

6.  Career Tip…  Become Financial Adviser ASAP… or BEFORE 1 st July 2017  How…  RG146 Compliance (DEGREE or if not complete Diploma of FP)  PLUS… Advanced Diploma of Financial Planning (EMPLOYER requirement)  Why?  DO NOT need to do PROFESSIONAL YEAR (after 1 st July 2017)  EXAM & DEGREE still REQUIRED (after 1 st July 2017) Want to become a Financial Adviser? 6

7.  BEFORE 1st July 2017DIPLOMA + ADVANCED DIPLOMA of FP  AFTER 1st July 2017DEGREE + EXAM + PROFESSIONAL YEAR (New ONLY) From there…  Certified Financial Planner (CFP) - FPA  Financial DEGREE AND a Diploma of Financial Planning  Non-related DEGREE AND an Advanced Diploma of Financial Planning (Diploma of FP Pre-requisite)  Advanced Diploma of Financial Planning AND working towards your degree  Fellow Chartered Financial Practitioner (FChFP) - AFA  Advanced Diploma of Financial Planning (Diploma of Financial Planning is Pre-requisite)  Masters of Financial Planning  CREDITS – DEGREE and/or DIPLOMA of FP and/or ADVANCED DIPLOMA of FP Where is the Industry heading? 7

8.  DIPLOMA OF FINANCIAL PLANNING WORKSHOP / ONLINE  ADVANCED DIPLOMA OF FINANCIAL PLANNING WORKSHOP / ONLINE  CREDITS – from studies completed in your DEGREE  Meet ENTRY Requirements for..  Certified Financial Planner (CFP) - FPA  Fellow Chartered Financial Practitioner (FChFP) - AFA  Masters of Financial Planning How can Integrity Education help? 8

9. Recap - Key Dates & Changes 9

10. Joel Ronchi – Managing Director j.ronchi@integrity.edu.au 1300 400 346 www.integrity.edu.au Slides available @ www.integrity.edu.au/pages/other/education2016 www.integrity.edu.au/pages/other/education2016 Contact Information 10