Register or renew registration as a tax (financial) adviser with the Tax Practitioners Board
If you're a financial planner or adviser providing tax advice to your clients, you must be registered with the Tax Practitioners Board as a tax (financial) adviser.
To register or renew your registration as a tax (financial) adviser, you must meet certain qualifications and experience, including TPB-approved courses in Australian taxation law and Commercial law.
Applied Education’s course for Tax (Financial) Advisers is approved for advisers to register or renew their registration with the Tax Practitioners Board (TPB).
Upon completion of the course you will receive a statement of attainment that you will be able to provide to the TPB as evidence that you have met the education requirements.
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As a Registered Training Organisation (ID 52240), we comply with the government’s strict quality and consistency standards. We conduct regular audits to ensure we keep this accreditation and deliver the level of training you deserve. The Tax Practitioners Board Course we offer for tax (financial) advisers in Australian taxation law and commercial law is recognised in all states and territories of Australia.
Units of Competency
FNSSS00006 - Commercial Law for Tax (Financial) Advisers Skill Set
The Tax (Financial) Adviser registration course consists of two units of study:
TPB Approved - Board approved course
Online Learning - Start any time
2-unit combo price $990 - Single unit $545 each
Developed in consultation with industry partners – Institute of Public Accountants and Tax & Super Australia
1) Preliminary Assessments
Before participating in Tax (Financial) Advisers Registration Course you will be required to complete simple preliminary assessments which include a Language, Literacy and Numeracy (LLN) Test and a Work Health and Safety Assessment. Please note it is now also a requirement of the Financial Services Training Package that your oral communication skills be assessed as part of your course. For online students, this will require the submission of a voice recording of a role-play conversation between yourself and others (further details will be provided upon enrolment).
2) Unit Assessments
Assessments are submitted via our online student portal and comprise of multiple choice quizzes, short answer questions and calculations. These assessments are open book and can be completed from your home, office or classroom.
Tax Practitioners Board Licensing Course units also include an exam component, which needs to be independently supervised. Exams are three-hour, open-book assessments comprising of short answer and multiple choice questions, very similar in format to the unit assessments.
Exams are to be completed within 12 months from your enrolment date. Prior to your exam, you will need to complete and return the Supervisor Nomination Form to Applied Education detailing your supervisor's information, contact details and the elected date of your assessment.
Exams can be undertaken at any location and time of your choosing, with the only condition being that you have a nominated supervisor present. Your supervisor can be any person of responsibility such as a registered tax agent, member of an accounting professional body, public servant, doctor, nurse, police officer, director etc.
If you cannot arrange a supervisor then we also offer the following options for conducting your supervised assessment:
Skype Online - online supervised exam with one of our staff members
Perth Training Centre - Level 1, 524 Hay St Perth WA 6000
Melbourne Training Centre - Level 27, 101 Collins St. Melbourne Vic 3000
Sydney Training Centre - Level 26, 44 Market St. Sydney NSW 2000
Adelaide Training Centre - Level 30, Westpac House. 91 King William St Adelaide SA 5000
Brisbane Training Centre - Level 19, 10 Eagle St. Brisbane QLD 4000
The Tax Practitioners Board Licensing Units for tax (financial) advisers require the purchase of textbooks direct from the publisher. Instructions on how to order these will be provided with your enrolment.
The learning materials are packed with high quality content and are supported by access to our team of qualified Trainers and Assessors.
Additional learning materials, assignments and the final assessments for the course are accessed via our online learning platform, which you can log into at any time. You can also download the handy Applied Education App.
Students will also receive an electronic version of the Tax Summary (valued at $149) provided free of charge with the course.
The cost to complete the tax (financial) advisers course depends on the number of units required, either one or both units.
Single units: $545 each
Combo price for two units: $990
Please note that textbooks are also required to be purchased separately from the publisher.
Concessions on Courses
Concession pricing is available for eligible students as per the Student Handbook. Proof of concession must be provided at the time of enrolment; please contact us to apply for a concession rate when enrolling.
There are no formal prerequisites to undertake the Australian Taxation and Commercial Law units required by the Tax Practitioners Board for tax (financial) advisers.
Please ensure, however, that all the requirements stipulated by the Tax Practitioners Board have been considered prior to enrolling in this course.
2018 Tax Summary included (RRP $149)
Electronic copy included
Google Apps – Google Drive, Google Sheets, Google Docs & More
Student ID & Email with Full Google Apps