1. Review requirements

To receive recognition as a Business Valuation Specialist through the Emerging Pathway, you must: 

• be a Chartered Accountant or an Affiliate with at least 2 years of practical Business Valuation experience within the last 5 years, where at least 20% of employment is related to business valuation and an additional 20% is related to the valuations field of work 
• successfully complete the mandatory subjects through the higher education institution of your choice: Macquarie Business School at Macquarie University. 
• apply for CA ANZ recognition within five years of completing the mandatory subjects 

2. Enrol in the course

The Business Valuation Specialisation through the Emerging Pathway is completed through Macquarie Business School. 

Successfully complete the following four mandatory subjects as part of the Graduate Diploma of Applied Finance at Macquarie Business School:

• Financial System, Participants and Instruments 
• Financial Structure and Insights 
• Business Valuation 
• Private Capital 

The estimated fee for these subjects is AUD$18,000 or AUD$450 per credit point. 

You can apply for the specialisation certification after completing the mandatory subjects. You do not need to wait until you receive the full qualification for the Graduate Diploma of Applied Finance at Macquarie Business School . These subjects must be completed within 5 years prior to applying for the CA Business Valuation Specialist recognition. 

3. Upon completion

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 fee that is prorated for the first year (refer to ‘Application for Recognition form’ for current fees)
• 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.