CA Business Valuation Specialisation - Pathway 2

1. Review requirements 

You need to be a Chartered Accountant or an Affiliate with at least four years of practical Business Valuation experience within the last 10 years, where at least 20% of employment is related to business valuation and an additional 20% is related to the valuations field of work.

You will also need to have successfully completed the Kaplan online workshop within the last five years. 

2. Outline your experience

To get started, complete and return the Business Valuation Specialisation Pre-enrolment Form below.

3. Enrol with Kaplan

To enrol in the online learning, you need to use the link which will be emailed to you by CA ANZ based on the review of your pre enrolment form submitted in Step 2. You will also need to confirm the assessment method of either examination or portfolio interview when you enrol. You will need to have access to the appropriate documents if you wish to enrol in portfolio interview.

4. Complete education

Successful complete the Kaplan online course for the Business Valuation Specialisation.

5. Apply for recognition 

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

References 

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

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

6. 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.