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Case for Change
The objective of this project is to review financial planning units of competency, qualifications and pathways.
PwC’s Skills for Australia prepared the Case for Change for this project on behalf of the Financial Services Industry Reference Committee (FNS IRC) and submitted it to the Australian Industry and Skills Committee (AISC) in August 2017.
The AISC endorsed this project on 21 September 2017.
On behalf of the Financial Services IRC, PwC’s Skills for Australia commenced consultation for this project in September 2018.
The next step is to develop draft training products, which are shared online for public review.
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Training Product Development
Following the Financial Services Industry Reference Committee’s review of key findings and recommendations from consultation, draft training products have been further developed for Financial Planning, which are now available for public validation.
We will be accepting your feedback on these projects until COB Friday 24th April 2020.
The Case for Endorsement (CfE) and Companion Volume Implementation Guide (CVIG) have also been updated and are available for download below.
Please click on the links below to download the training products and contact firstname.lastname@example.org with your feedback.
To stay up to date on how this project is progressing, please subscribe to our mailing list.