Corporations (Relevant Providers Degrees, Qualifications and Courses Standard) Determination 2021
8Determination
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8 Determination
Under subsection 1684E(1) of the Act, for the purposes of paragraph 1684A(2)(b), subparagraph 1684C(3)(b)(ii), paragraph 1684D(3)(b) and subparagraph 1684D(4)(a)(ii) of the Act, for an existing adviser described in column 2 of the following table, the course or unit of study, or all the courses or units of study, specified in column 3 of the table for the adviser are determined to be courses that give the provider qualifications equivalent to the education and training standard in subsection 921B(2).
| Column 2 | Column 3 | |
|---|---|---|
| Item | An existing adviser who has… | must complete these courses or units of study … |
| 1 | an approved degree | an Ethics for Professional Advisers bridging unit |
| 2 | both:(a) a relevant degree; and(b) an advanced diploma of financial planning. | an Ethics for Professional Advisers bridging unit |
| 3 | both:(a) a relevant degree; and(b) completed approved study to attain 1 or more professional designation (worth 2 credits)Note See subsection 5(3). | an Ethics for Professional Advisers bridging unit |
| 4 | all of the following:(a) a non-relevant degree;(b) an advanced diploma of financial planning;(c) completed at least 4 and not more than 7 units of study in a designated area of study;(d) completed approved study to attain 1 or more professional designation (worth 2 credits) | an Ethics for Professional Advisers bridging unit |
| 5 | both:(a) a relevant degree; and(b) completed approved study to attain a professional designation described in paragraph 5(2)(a), (b) or (c) worth 1 creditNote These paragraphs relate to the Chartered Accountant Program, the CPA Program and the SMSF Specialist Advisor Program. | both:(a) an Ethics for Professional Advisers bridging unit; and(b) 1 of the following:(i) another approved bridging unit;(ii) an approved unit of study that is a capstone unit of study. |
| 5A | both:(a) a relevant degree; and(b) a post-graduate relevant degree | both:(a) an Ethics for Professional Advisers bridging unit; and(b) 1 of the following:(i) another approved bridging unit;(ii) an approved unit of study that is a capstone unit of study. |
| 6 | all of the following:(a) a non-relevant degree;(b) an advanced diploma of financial planning;(c) completed at least 4 and not more than 7 units of study in a designated area of study;(d) completed approved study to attain a professional designation described in paragraph 5(2)(a), (b) or (c) worth 1 credit |