Interested in a career in investment advice?
If you are looking for a career that:
- has flexible working hours
- unlimited earning potential and
- makes a difference to people’s lives
you can reach out to our member firms listed below to find out more information about their graduate and internship programs and the different locations in which they operate.
Education requirements and national exam for advisers working with retail clients
Education and training standards apply to investment advisers who work with retail clients as part of the professional standards for financial advisers.
For new investment advisers, the minimum education requirement is an approved bachelor’s degree (AQF7 level) comprising 24 subjects, or above or equivalent. Find out more about the approved degrees.
Where a new investment adviser already holds an appropriate qualification, they can meet the education standard by attaining an approved graduate diploma (AQF8 level) comprising eight subjects.
A new investment adviser (i.e. a person training to become a financial adviser) must pass the national exam — find out more about the exam.