

FPA Future Financial Planner Podcast: The pathway to becoming a financial planner explained!
Episode notes
In this episode, we speak to Amelia Constanditis, Standards Director of The Financial Adviser Standards and Ethics Authority (FASEA). Amelia provides us with a step by step walkthrough of what is required to become a financial planner, from university all the way through to advising clients. Amelia tackles topics such as choosing your degree, the professional year, tips for those with foreign qualifications, non-approved degrees, and advice for those who are looking to sit the entrance exam.
Note: Please be advised that this recording was made in 2021 during the COVID-19 pandemic and prior to the conclusion of FASEA. For the most current regulatory information on financial planning, kindly refer to the Department of Treasury and ASIC websites.