Assistance is at hand to help you meet the mandatory
Financial Adviser Education Requirements by 31 Dec 2025!
The SMSF Association, AccountantsIQ and Deakin University have come together to provide a joint solution to help licensed accountants and financial advisers meet the professional education requirements by the 31 Dec 2025 deadline.
Suitable for any adviser or professional who:
- Still requires ethics and/or one other subject to meet requirements
- Is time poor and seeks a practical, succinct and structured solution
- Wishes to save money and gain valuable CPD for necessary studies
Download the Information Sheet and Flowchart
Approved Courses
The following courses are listed as approved units towards meeting your
Legislated Education Requirements.
Deakin University
Ethics Course MAI769
Compulsory Bridging Unit
30 CPD hours
Deakin University Ethics Course Intensive Dates
Online Webinars:
- Wed 6 Nov (1:00pm – 5:30pm)
- Thurs 7 Nov (1:00pm – 5:30pm)
- Wed 13 Nov (1:00pm – 5:30pm)
- Thurs 14 Nov (1:00pm – 5:30pm)
Enrolments close: Monday 21 October 2024
Students will have 16 hours of face-to-face contact over the course of 4 half days with separate independent and collaborative learning required both prior to and subsequent to the Intensive.
This will include educator guided online learning activities within the unit site.
This intensive unit requires students to attend four half days of intensive study from 1.00pm to 5.00pm, held via Zoom.
CPD Category and Hours
FASEA Knowledge Category
Client Care and Practice: 5
Regulatory Compliance and Consumer Protection: 4
Professionalism and Ethics: 21
TOTAL: 30 hours
ASIC RG146 Knowledge Requirement
Skill Requirements: 5
Financial Planning: 25
TOTAL: 30 hours
SMSF Association
SMSF Specialist Advisor Program
1 Credit
Up to 47 CPD hours
SMSF Association SMSF Specialist Advisor Program
Self-paced, 12 weeks study
Enrolments: Open
Successful completion of the SMSF Specialist Advisor program also earns the coveted SSA® designation.
You must be an Associate Member of the SMSF Association to enrol.
Express Pathway
An express pathway is also available for candidates who have completed the CA ANZ SMSF specialisation course completed through Kaplan Professional.
The SMSF Association will consider recognition for those who have completed other SMSF specialisation courses.
An express pathway is available for CFP®s who are SMSF Association Associate Members.
Not sure if the express pathway is right for you?
For further information on the express pathway available for the SMSF Association SMSF Specialist Advisor program, please contact the SMSF Association membership team on 08 8205 1900.
Need both units to help meet your requirements?
Our bundled options provide you with the flexibility to choose the best option for your needs!
Save with our bundled options.
- Simplification of education pathways yet to be completed
- Up to 77 ASIC CPD hours
- 2 approved courses on offer
- Structured and presented by leading industry specialist educators
- Potential access to express pathway for studies completed in SMSFs
- Virtual contact for intensive learning
- Practical tips and guidance to minimise time and maximise success
Ethics Course
Deakin University
Ethics for Financial Services (Intensive) MAI769
30 CPD hours
4x half day intensive program
SMSF Course
SMSF Association
SMSF Specialist Advisor Program
Up to 47 CPD hours
Self-paced, 12 weeks study
Express Pathway also available, see above for details. The SMSF Association will consider recognition for those who have completed other SMSF specialisation courses.
Non-member enrolment includes Associate Membership of the SMSF Association
Bundled Package
&
SMSF Specialist Advisor Program
Bundled Offering
2 Approved Courses
Up to 77 CPD hours
Non-member enrolment includes Associate Membership of the SMSF Association
Not sure which option is right for you?
For further information and to see if this right for you, refer to the Corporations (Relevant Providers Degrees, Qualifications and Courses Standard) Determination 2021.
For further information on the pathways available for the SMSF Association SMSF Specialist Advisor program, please contact the SMSF Association on 08 8205 1900.
For further details on your relevant degree, CA ANZ/CPA program completion and whether it qualifies (including foreign qualification status), please contact your professional accounting association.
Please contact the compliance/education manager of your AFSL to ensure your program of study will satisfy the education requirements.
NOTE: This enrolment in Deakin University’s Ethics Course MAI769 via the above options is suitable for domestic students only. International students are to enrol directly with the university here.