Academy and credentials
What this page covers
A professional credential for advisors who pass the required learning, assessment and ethics checks.
Requirements
What is required
- Completion of the prescribed learning or approval for the assessment-only route
- Verified candidate identity and compliance with assessment-integrity requirements
- An overall assessment result of at least 80% and at least 70% in every critical domain
- The required continuing professional development and a current ethics declaration
- Renewal review under the published credential renewal requirements
Process
How it works
Learning
Complete the required core and specialist learning.
Assessment
Complete an identity-verified assessment against the published blueprint.
Result review
We check identity and assessment integrity before releasing the final result.
Credential
Successful candidates receive a signed digital credential.
CPD and renewal
Keep your professional development record current and renew by the stated deadline.
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