Date posted: 20/09/2019 3 min read

CA Business Valuation Specialisation - Pathway 1

Follow these easy steps to apply through Pathway 1 - Post Graduate Study

In brief

  • Follow the five steps
  • Choose a provider
  • Find out about your application

1. Review requirements

You need to 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.

2. Enrol with either Macquarie University Applied Finance Centre or Kaplan

Enrol in the course of your choice as outlined below.

Enrol with Macquarie University Applied Finance Centre

Successfully completed five mandatory subjects as part of the Graduate Diploma of Applied Finance (Business Valuation) through Macquarie University Applied Finance Centre including:

These subjects must have been completed within the last 5 years prior to application.

Enrol with Kaplan

Successfully completed four mandatory subjects as part of the Graduate Diploma of Applied Finance through Kaplan including:

These subjects must have been completed within the last 5 years prior to application.

3. Apply for recognition

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

Reference

You’ll 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:

  1. One referee must be a Chartered Accountants with at least three years' membership who has known you for 12 months or more.
  2. The two referees should not be from the same organisation.
  3. The referees must not be related to you.

Educational documents

Finalise your application by attaching the following:

  • a certified copy of your qualification
  • an academic transcript related to the qualification which details the subjects you undertook and their successful completion 
  • the subjects must include the mandatory subjects listed in step 2.

These subjects must incorporate the identified mandatory subjects listed above for your chosen course with either Macquarie University Applied Finance Centre or Kaplan.

4. Application review

Following a review of your application you will be informed by email if you have been declined and you will not be charged any fees.

Alternatively, if approved your invoice confirming payment will be sent by email.  You will also receive the CA Business Valuation Specialisation signature banner for your promotional use. Following this, you will receive a welcome pack containing your approval letter, welcome brochure and your certificate.

 

CA Business Valuation - Pathway 2

Follow these steps for Pathway 2 - self-study course or workshop program

Find out more

Register your interest

Find out about leading the way as a business valuation specialist

Register

CA Business Valuation Specialisation main page

Return to the main page for more information about Business Valuation

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