2020 AFA Virtual Conference

Your assistance is greatly appreciated in helping us to understand the education standard of members. The survey will only take 5 minutes to complete.

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* 1. Full name:

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* 2. Email address:

Your education and exam status

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* 3.
What is your current status in terms of meeting the FASEA Education Standard?

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* 4.
How would you classify your education status before having commenced further study? For more information on exemptions, please refer to FASEA guidance and the FASEA Approved Recognition of Prior Learning List.

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* 5.
What is your FASEA exam status?

Recognition of prior learning and experience

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* 6.
Do you think that FASEA got the recognition for prior learning and experience right in their policy?

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* 7.
Would you support an increased level of recognition for prior learning and experience?

The Government’s education standards for financial advisers Policy Paper

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* 8.
The Government have issued a proposal paper to significantly redesign the education standard, including introducing an Experience Pathway that will require advisers with over 10 years’ experience as at 1 January 2026, who have no sanctions recorded against them, to do only the Code of Ethics subject.  Do you support what the Government has proposed with the Experience Pathway? Please refer to the Government’s Education Standards for Financial Advisers Policy Paper.

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* 9.
If you oppose the introduction of an Experience Pathway, what are your reasons?

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* 10.
Do you support the experience pathway being based upon a requirement for 10 years experience in the last 12 years?

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* 11.
Do you support the 10 years experience test applying at 1 January 2026?

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* 12.
Do you support the requirement that you have no sanctions from the Single Disciplinary Body prior to 1 January 2026?

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* 13.
Do you support the requirement under the Experience Pathway, to only do the one Code of Ethics subject?

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* 14.
If the Government do go ahead with an Experience Pathway option, how do you recommend that it be framed?

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* 15. Do you have any other suggestions with respect to the Experience Pathway?

Government Proposal – Qualification Pathway

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* 16.
The Government have also proposed a Qualification Pathway that would enable both existing and new advisers to do 8 subjects at the degree level (AQF 7) or above in what they have described as relevant fields, with up to two subjects’ credit for FASEA approved exemptions. Do you support this Qualification Pathway proposal for existing advisers?

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* 17.
Do you support the application of the Qualification Pathway for new advisers?

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* 18. Do you have any other suggestions with respect to the Qualification Pathway?

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