Apply for recognition

You must apply for recognition as a Business Valuation Specialist within 5 years of completing the online course. Complete the Application for Recognition as a Business Valuation Specialist Form, attaching references and application documentationand return to: [email protected].

Emerging Pathway: Education documents

Finalise your application by attaching the following:

• a certified copy of your qualification/transcript
• the academic transcript related to the qualification must detail the mandatory subjects you undertook with either Macquarie Business School or Kaplan.

Experienced Pathway – Online course: Education documents

Provide a copy of the certificate as evidence of your successful completion of the Macquarie University course via the assessment process.  

References 

(Applicable to both Pathways)

You will need to provide two professional references from individuals who can positively attest to your skills and knowledge in business valuations with your application.

Consider the following when choosing your referees:

• One referee must be a Chartered Accountants with at least three years' membership who has known you for 12 months or more.
• The two referees should not be from the same organisation.
• The referees must not be related to you.
• Each referee must prepare an original reference

Specialist certification

When you have successfully completed the course and practical experience requirements, you can apply to CA ANZ for formal recognition as a CA Business Valuation Specialist.

Approved applicants will receive:

• A welcome email from the Assessment Team containing your approval letter
• A hard copy certificate of recognition
• A welcome email from the Specialisation team with the relevant Specialist signature banner (for your promotional use), links to resources and marketing guide
• Annual specialisation subscription fees:
  • Current FY26 sub fees are $339 AUD, $383 NZD and $308.18 Overseas. (For Pro-rata rates for FY26, please refer to Application for Recognition form).
  • FY27 sub fees will increase to $350.50 AUD, $395 NZD and $318.64 Overseas. (For Pro-rata rates for FY27, this will be advised when you apply to become a specialist - Application for Recognition form will be updated in September 2026).
• 4 hours of complimentary CPD each financial year (valued at AU$320 incl GST)
• 2 hours of complimentary Ethics CPD to help you meet your mandatory compliance obligations each financial year (valued at AU$195 incl GST)

Complimentary Specialists Networking events each financial year to provide you with opportunities to connect and network with other specialists.

Benefits of becoming a CA Business Valuation Specialist

Becoming a CA Business Valuation Specialist, not only enhances your professional reputation but also positions you as an invaluable asset to clients.  You will help them assess business value, analyse financial data and present findings in a manner suitable for various professional settings.

• Increased Demand: The global demand for Business Valuation Specialists the rise, driven by the need for fair value reporting and adherence to International Financial Reporting Standards.  This growing demand translates to ample job opportunities and career stability.
• Enhanced Skills: Gain in-depth knowledge of valuation methodologies, financial analysis and regulatory frameworks. This expertise is crucial for accurately assessing the value of businesses and assets, making you highly sought after across various industries
• Professional Support: Work closely with CEOs, founders and other key stakeholders across diverse industries. Your role in providing expert analysis and support will be both intellectually stimulating and financially rewarding.
• Competitive Edge: Having the CA Business Valuation Specialist certification can give you an edge over others. It shows that you are dedicated to staying informed about the latest trends and best practices, which is crucial for effectively addressing evolving business valuation issues. As a recognized CA Business Valuation Specialist, you can use the 'CA Business Valuation Specialist' descriptor in your emails and marketing collateral. Promotion on 'Find a CA' service:  You can opt-in on the My CA portal to have your Specialist status publicly found on this service.  
• Networking Opportunities: Join the CA Business Valuation Specialist community and connect with other specialists. Share ideas, contacts and experiences, leading to potential referrals from other practitioners, strategic partners, associated professionals and clients.
• Premium Perks: Enjoy access to complimentary specialist CPD and roadshow events, discounted CPD and valuable tools and resources to assist you in meeting your specialist CPD obligations.