Date posted: 14/01/2021 3 min read

Business Valuation Specialisation Recognition

Follow these steps to apply for recognition as a Business Valuation Specialist

In Brief

  • Collect 2 referees and education documents
  • Submit the Application for Recognition form
  • Pay the application fee and specialist membership fee

Apply for recognition

Complete and return the Application for Recognition as a Business Valuation Specialist Form, attaching references and application documentation.

Pathway 1: 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.

Pathway 2: Education documents

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


(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.

Apply for recognition

Complete and return the Business Valuation Application for Recognition form attaching the required references and education documents.


Specialist accreditation

Following a review of your application you will be informed by email if your application has been approved. 

Approved applicants will receive:

  • a welcome pack containing your approval letter, welcome brochure and your certificate.
  • the CA Business Valuation Specialisation signature banner for your promotional use.
  • an invoice for the Application fee, a once-off payment of A$232
  • annual specialist membership fees, A$273 incl. GST pro-rated for the first year

Applicants who have been declined will not be charged any fees

CA Business Valuation Specialisation main page

Return to the main page for more information about our Business Valuation Specialisation program.

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