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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
18 August 2020: The Australian Industry and Skills Committee has endorsed FNS Financial Services Training Package Version 5.0 for release on the National Register.
Final training products for the Financial Planning project are now available to be downloaded (link below).
PwC’s Skills for Australia and the Financial Services Industry Reference Committee (IRC) would like to thank all stakeholders for their participation during this extensive review.
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The Case for Endorsement for this project was approved by the AISC in August 2020.
Resulting changes to the FNS Training Package can be viewed in the Case for Endorsement document below.
These changes will be reflected on the Training.gov.au website on 5 November 2020.
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