Get Select Your Most Appropriate Route

This guide provides a step-by-step approach to successfully completing the Select Your Most Appropriate Route form online. Whether you are a new industry entrant or an existing qualified adviser, this guide will help you navigate through each section of the form with clarity and ease.

Follow the steps to fill out the form comprehensively.

1. Press the ‘Get Form’ button to obtain the document, ensuring it opens in the designated editing format.
2. Begin by reviewing the form's introduction section, which outlines the purpose of selecting the appropriate qualification route based on your current qualifications and future goals.
3. Identify your current qualification level by selecting one of the stated categories, such as 'New industry entrants' or 'Financial Planning Certificate holders.' This helps tailor the guidance provided in the subsequent sections.
4. Refer to the recommended qualification route displayed based on your selection and read the descriptions carefully to understand your options for compliance with new standards.
5. Complete any relevant fields regarding your current qualifications or additional learning credits, ensuring all information is accurate and reflects your educational background.
6. If applicable, check the qualification gap fill requirements specified in the form to understand what additional criteria may need to be satisfied based on your selected route.
7. After completing all necessary sections and fields, review your entries for accuracy, then proceed to save the document.
8. Finally, download, print, or share the completed form as needed, ensuring that you have a copy for your records.

Start completing your documents online today!