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Tax (Financial) Advisers

Webinars

Register to attend one of our free webinars

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News updates

Keep up-to-date with our latest news and updates

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Qualifications and experience

Find out what you need to register as individual tax (financial) adviser

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Video - SRE form

Top tips for completing your statement of relevant experience form

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Renewal kit for CAR notifiers

Use this renewal kit to renew a company or partnership registration

Download now (PDF,1.42MB)

Renewal kit for individuals

Use this kit to help renew your registration

Download now (PDF,1.31 MB)